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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1751
Oarsman Capital
Wisconsin
$297K -$47.7K -214 -15%
OWA
1752
Opal Wealth Advisors
New York
$297K +$6.92K +31 +3%
MC
1753
Moors & Cabot
Massachusetts
$297K -$16.7K -75 -6%
GWM
1754
GSB Wealth Management
Connecticut
$296K +$2.9K +13 +1%
IPA
1755
Investment Planning Advisors
Georgia
$296K +$10.7K +48 +4%
AAG
1756
Armstrong Advisory Group
Massachusetts
$296K -$178K -800 -39%
MWG
1757
Martin Worley Group
Utah
$296K -$2.45K -11 -0.9%
ICP
1758
Impact Capital Partners
Colorado
$296K +$278K +1,248 New
CHJWM
1759
Carlton Hofferkamp & Jenks Wealth Management
Texas
$296K -$5.13K -23 -2%
FWMP
1760
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$295K
WFA
1761
WMG Financial Advisors
Tennessee
$294K -$20.5K -92 -7%
RWM
1762
Raffa Wealth Management
District of Columbia
$294K +$2.01K +9 +0.7%
DA
1763
Detalus Advisors
Missouri
$294K -$4.46K -20 -2%
GWA
1764
Gratus Wealth Advisors
Virginia
$294K -$202K -907 -42%
OHIS
1765
Oak Harvest Investment Services
Texas
$293K -$37.5K -168 -12%
FFM
1766
Forum Financial Management
Illinois
$293K -$7.81K -35 -3%
HA
1767
Herold Advisors
New York
$292K -$3.35K -15 -1%
FAG
1768
Fortitude Advisory Group
Washington
$291K -$28.1K -126 -9%
PFA
1769
Portland Financial Advisors
New York
$289K
RFN
1770
Redwood Financial Network
Ohio
$287K -$7.36K -33 -3%
NCFG
1771
New Century Financial Group
New Jersey
$287K -$386K -1,732 -59%
ATC
1772
Adirondack Trust Company
New York
$287K +$2.68K +12 +1%
PWM
1773
Partners Wealth Management
California
$286K
LWCFA
1774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$286K
MA
1775
MBA Advisors
Pennsylvania
$285K