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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YAL
2151
Your Advocates Ltd
Texas
$2.66K – – –
CWM
2152
Copia Wealth Management
Oregon
$2.22K – – –
MHR
2153
Matthew Hamilton Rosenberg
$2.22K – – –
MAM
2154
Morse Asset Management
Connecticut
$2K +$955 +4 +80%
AWM
2155
Absher Wealth Management
North Carolina
$1.77K – – –
HI
2156
Hoey Investments
Pennsylvania
$1.55K +$1.67K +7 New
CMA
2157
Cedar Mountain Advisors
Oregon
$1.11K – – –
PFG
2158
Putney Financial Group
California
$1.11K – – –
PWM
2159
Proathlete Wealth Management
Florida
$887 +$955 +4 New
EAM
2160
Eukles Asset Management
Ohio
$666 – – –
RWA
2161
Redmont Wealth Advisors
Illinois
$665 +$716 +3 New
VFM
2162
Vision Financial Markets
Connecticut
$223 +$239 +1 New
PIS
2163
POM Investment Strategies
North Carolina
$222 -$10.6M -44,261 -100%
RPCA
2164
Running Point Capital Advisors
California
$222 – – –
SHF
2165
Safe Harbor Fiduciary
Florida
$222 – – –
Janus Henderson Group
2166
Janus Henderson Group
– -$60.1M -250,094 Closed
AWMS
2167
Advocacy Wealth Management Services
Georgia
– -$23.8M -99,113 Closed
SGI
2168
Summit Global Investments
Utah
– -$15.2M -63,058 Closed
CF
2169
Copperwynd Financial
Arizona
– -$10.5M -43,862 Closed
CFGF
2170
Compass Financial Group (Florida)
Florida
– -$9.42M -39,193 Closed
PIWA
2171
Prevail Innovative Wealth Advisors
Kansas
– -$7.54M -31,362 Closed
SW
2172
SVB Wealth
Massachusetts
– -$6.71M -27,918 Closed
CWAF
2173
Core Wealth Advisors (Florida)
Florida
– -$6.15M -25,600 Closed
ACP
2174
Aveo Capital Partners
Colorado
– -$6M -24,990 Closed
CFGS
2175
Concourse Financial Group Securities
Alabama
– -$5.85M -23,296 Closed