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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
2051
Atlantic Edge Private Wealth Management
Florida
$35.9K -$44.2K -185 -53%
EPIM
2052
Evelyn Partners Investment Management
$35.5K – – –
AWM
2053
Atticus Wealth Management
Florida
$35.2K -$50.4K -211 -57%
OCM
2054
Orion Capital Management
California
$35K – – –
USB
2055
Union Savings Bank
Connecticut
$35K – – –
WAS
2056
Winch Advisory Services
Wisconsin
$34.2K +$239 +1 +0.7%
FM
2057
Family Management
New York
$33.9K +$716 +3 +2%
CCMI
2058
Creative Capital Management Investments
California
$33.3K +$35.8K +150 New
Allspring Global Investments
2059
Allspring Global Investments
North Carolina
$33.2K +$35.3K +148 New
CH
2060
Canton Hathaway
Rhode Island
$33K – – –
GWS
2061
Greykasell Wealth Strategies
California
$32.8K +$35.3K +148 New
CAWM
2062
Capital A Wealth Management
Pennsylvania
$32.6K -$24.4K -102 -41%
BAM
2063
Bellevue Asset Management
Washington
$31.8K – – –
EPW
2064
Evergreen Private Wealth
Colorado
$31.4K +$33.7K +141 New
FNWA
2065
Financial Network Wealth Advisors
Utah
$31.3K +$33.7K +141 New
HFS
2066
Hopwood Financial Services
Virginia
$29.9K – – –
LWANC
2067
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.9K +$5.97K +25 +23%
FGAM
2068
Financial Gravity Asset Management
Texas
$29.7K +$32K +134 New
RF
2069
Roxbury Financial
New Jersey
$29.6K – – –
AA
2070
Addison Advisors
Vermont
$29.5K – – –
AP
2071
Atwood & Palmer
Missouri
$29.3K – – –
KA
2072
Kozak & Associates
Colorado
$29.1K – – –
FIM
2073
FWL Investment Management
Texas
$28.8K +$31K +130 New
SR
2074
Syntax Research
Florida
$28.6K -$9.55K -40 -24%
WBC
2075
West Branch Capital
Massachusetts
$27.9K +$23.9K +100 +385%