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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
1826
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$366K – – –
CMP
1827
Courage Miller Partners
Virginia
$365K – – –
UWS
1828
Unique Wealth Strategies
Illinois
$365K -$7.85K -29 -2%
HIC
1829
Holderness Investments Company
North Carolina
$364K +$91.2K +337 +32%
LA
1830
LVW Advisors
New York
$364K +$10.3K +38 +3%
DI
1831
Disciplined Investors
Texas
$361K +$541 +2 +0.1%
CG
1832
Clifford Group
Massachusetts
$360K – – –
FCM
1833
Firestone Capital Management
Florida
$360K +$1.35K +5 +0.4%
LOPW
1834
Live Oak Private Wealth
North Carolina
$360K – – –
SPA
1835
Sentinel Pension Advisors
Massachusetts
$359K -$3.79K -14 -1%
MP
1836
McDonald Partners
Ohio
$359K +$88.2K +326 +31%
BP
1837
BBR Partners
New York
$359K -$854K -3,155 -70%
TA
1838
TrueWealth Advisors
Alabama
$359K -$1.62K -6 -0.4%
VAF
1839
Values Added Financial
District of Columbia
$359K -$39.8K -147 -10%
VPF
1840
Vantage Point Financial
Illinois
$358K -$1.08K -4 -0.3%
ACP
1841
Aviance Capital Partners
Florida
$358K +$103K +381 +39%
AW
1842
Alteri Wealth
California
$357K -$101K -374 -22%
FI
1843
FWG Investments
Kentucky
$357K +$369K +1,362 New
SSWM
1844
Sheets Smith Wealth Management
North Carolina
$356K – – –
CPCM
1845
Cardinal Point Capital Management
Ontario, Canada
$355K +$367K +1,355 New
ZRP
1846
Zynergy Retirement Planning
New Jersey
$355K – – –
FWMP
1847
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$354K +$28.7K +106 +9%
TWP
1848
Tempus Wealth Planning
California
$354K -$5.41K -20 -1%
ECM
1849
EagleClaw Capital Management
Massachusetts
$354K -$54.1K -200 -13%
CEI
1850
Clark Estates Inc
New York
$354K – – –