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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2101
Amicus Financial Advisors
Texas
$218K +$14.9K +55 +7%
FWTB
2102
First Western Trust Bank
Colorado
$218K +$13.3K +49 +6%
NG
2103
Norden Group
Utah
$218K +$225K +833 New
IWM
2104
Integris Wealth Management
California
$218K -$99.3K -367 -31%
CWWM
2105
Clear Wave Wealth Management
New Jersey
$218K +$225K +830 New
TAP
2106
Tounjian Advisory Partners
Florida
$217K +$225K +830 New
BMO
2107
Beck Mack & Oliver
New York
$217K -$27.1K -100 -11%
DP
2108
DDD Partners
Washington
$217K – – –
MFF
2109
Michels Family Financial
Texas
$217K -$6.22K -23 -3%
AA
2110
Argent Advisors
Louisiana
$217K – – –
CBT
2111
Central Bank & Trust
Kentucky
$217K +$6.76K +25 +3%
JDLA
2112
J. Derek Lewis & Associates
California
$217K +$224K +826 New
YIA
2113
YHB Investment Advisors
Connecticut
$215K -$31.1K -115 -12%
DFA
2114
DHJJ Financial Advisors
Illinois
$215K +$2.44K +9 +1%
MS
2115
Monetary Solutions
Ohio
$214K -$7.31K -27 -3%
ISL
2116
Ingalls & Snyder LLC
New York
$214K +$221K +816 New
HWMT
2117
Heritage Wealth Management (Texas)
Texas
$213K – – –
CSC
2118
Caldwell Sutter Capital
California
$213K -$24.9K -92 -10%
SCA
2119
Strathmore Capital Advisors
North Carolina
$213K +$203K +751 New
WWP
2120
Wise Wealth Partners
Arizona
$213K +$220K +812 New
HWM
2121
Heirloom Wealth Management
Colorado
$213K +$220K +812 New
MWM
2122
MinichMacGregor Wealth Management
New York
$212K – – –
NPAN
2123
Northeast Planning Associates NH
New Hampshire
$212K – – –
SIA
2124
Serenity Investment Advisors
Illinois
$211K -$25.2K -93 -11%
EAM
2125
Empirical Asset Management
Massachusetts
$211K +$812 +3 +0.1%