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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
1851
Parr McKnight Wealth Management Group
Minnesota
$338K -$4.1K -16 -1%
CGL
1852
Clarius Group LLC
Washington
$338K -$44.3K -173 -12%
RCA
1853
Resonant Capital Advisors
Wisconsin
$336K – – –
DTC
1854
Davidson Trust Company
Washington
$336K +$333K +1,301 New
PPWP
1855
Premier Path Wealth Partners
New Jersey
$334K +$332K +1,296 New
FDCP
1856
Foster Dykema Cabot & Partners
Massachusetts
$334K -$74.3K -290 -18%
GWM
1857
GSB Wealth Management
Connecticut
$334K +$256 +1 +0.1%
OBWP
1858
O'Brien Wealth Partners
Massachusetts
$333K +$331K +1,291 New
HBW
1859
Hazlett, Burt & Watson
West Virginia
$332K +$26.4K +103 +9%
LRPA
1860
L. Roy Papp & Associates
Arizona
$332K +$6.92K +27 +2%
AV
1861
Aspiring Ventures
Ohio
$331K +$32.5K +127 +11%
STA
1862
Smith Thornton Advisors
Alabama
$329K – – –
TFP
1863
Traction Financial Partners
Wyoming
$329K – – –
NRC
1864
New Republic Capital
North Carolina
$329K +$256K +1,001 +365%
LCOV
1865
London Company of Virginia
Virginia
$329K +$253K +989 +346%
PMG
1866
ProVise Management Group
Florida
$329K -$18.7K -73 -5%
CCM
1867
Cloud Capital Management
Washington
$328K +$3.33K +13 +1%
Tudor Investment Corp
1868
Tudor Investment Corp
Connecticut
$328K -$593K -2,316 -65%
KW
1869
KWB Wealth
California
$327K – – –
OWA
1870
Opal Wealth Advisors
New York
$327K +$10.5K +41 +3%
SPI
1871
Santori & Peters Inc
Pennsylvania
$325K -$6.92K -27 -2%
GBWM
1872
Granite Bay Wealth Management
New Hampshire
$324K +$321K +1,254 New
WPWM
1873
Windward Private Wealth Management
Kansas
$323K -$14.6K -57 -4%
SLWM
1874
Stone Loft Wealth Management
Pennsylvania
$323K +$321K +1,252 New
EWM
1875
Elmwood Wealth Management
California
$323K +$51.2K +200 +19%