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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWC
2176
Spectrum Wealth Counsel
Indiana
$3.12K – – –
OAJ
2177
Ogorek Anthony Joseph
New York
$3K +$3.69K +15 New
YAL
2178
Your Advocates Ltd
Texas
$2.88K -$40.8K -166 -93%
HPIA
2179
Hamilton Point Investment Advisors
North Carolina
$2.88K – – –
NA
2180
Nordwand Advisors
Pennsylvania
$2.75K +$1.97K +8 +267%
MHR
2181
Matthew Hamilton Rosenberg
$2.4K – – –
CWM
2182
Copia Wealth Management
Oregon
$2.4K +$2.46K +10 New
WWP
2183
WR Wealth Planners
Missouri
$2.16K – – –
AWM
2184
Absher Wealth Management
North Carolina
$1.92K – – –
SIP
2185
Sellwood Investment Partners
Oregon
$1.68K +$1.72K +7 New
NS
2186
NBC Securities
Alabama
$1.56K -$1.53M -6,224 -100%
WCM
2187
WealthTrak Capital Management
Virginia
$1.44K +$1.48K +6 New
CMA
2188
Cedar Mountain Advisors
Oregon
$1.2K – – –
MAM
2189
Morse Asset Management
Connecticut
$1.2K – – –
PFG
2190
Putney Financial Group
California
$1.2K +$1.23K +5 New
EAM
2191
Eukles Asset Management
Ohio
$721 +$246 +1 +50%
MFS
2192
Mattson Financial Services
Michigan
$712 +$738 +3 New
RPCA
2193
Running Point Capital Advisors
California
$240 – – –
SHF
2194
Safe Harbor Fiduciary
Florida
$240 – – –
CWM
2195
Connecticut Wealth Management
Connecticut
– -$33.8M -142,461 Closed
DAS
2196
Dynamic Advisor Solutions
Arizona
– -$14.5M -61,256 Closed
MFA
2197
McClarren Financial Advisors
Pennsylvania
– -$4.57M -54,381 Closed
Prudential Financial
2198
Prudential Financial
New Jersey
– -$5.89M -24,846 Closed
SFS
2199
Sowell Financial Services
Arkansas
– -$5.68M -23,889 Closed
CSPIA
2200
Cary Street Partners Investment Advisory
Virginia
– -$5.59M -23,554 Closed