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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1826
HBW Advisory Services
California
$352K +$2.56K +10 +0.7%
SSWM
1827
Sheets Smith Wealth Management
North Carolina
$351K +$2.56K +10 +0.7%
IAS
1828
Integrity Advisory Solutions
Texas
$351K +$31.5K +123 +10%
BCM
1829
BluePath Capital Management
Georgia
$350K +$347K +1,356 New
EP
1830
Essential Planning
New Hampshire
$350K -$38.4K -150 -10%
ZRP
1831
Zynergy Retirement Planning
New Jersey
$349K – – –
LA
1832
LVW Advisors
New York
$348K -$256 -1 -0.1%
CEI
1833
Clark Estates Inc
New York
$348K – – –
MTIC
1834
Missouri Trust & Investment Company
Missouri
$347K – – –
HR
1835
Howe & Rusling
New York
$346K +$131K +510 +61%
WA
1836
WPG Advisers
Maryland
$346K -$42.5K -166 -11%
SFM
1837
Signet Financial Management
New Jersey
$346K – – –
GSC
1838
Ground Swell Capital
South Carolina
$345K +$343K +1,339 New
PFA
1839
Perryman Financial Advisory
Texas
$345K +$343K +1,339 New
HAP
1840
Harbor Asset Planning
Massachusetts
$345K -$24.3K -95 -7%
LC
1841
Lawood & Co
Pennsylvania
$343K +$341K +1,331 New
XPN
1842
XY Planning Network
Montana
$343K +$341K +1,330 New
CF
1843
Convergence Financial
Missouri
$342K -$83K -324 -20%
SWM
1844
SilverOak Wealth Management
Minnesota
$341K – – –
SWM
1845
Selective Wealth Management
Virginia
$341K +$53.8K +210 +20%
FCC
1846
Flower City Capital
New York
$340K – – –
LSIA
1847
LaSalle St. Investment Advisors
Illinois
$340K +$1.02K +4 +0.3%
AIM
1848
Allen Investment Management
New York
$339K +$337K +1,315 New
TWP
1849
Tyche Wealth Partners
Texas
$339K -$64.3K -251 -16%
HW
1850
Hancock Whitney
Mississippi
$339K – – –