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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
PrairieView Partners
Minnesota
$11.2M -$18M -73,136 -61%
PPWP
327
Proquility Private Wealth Partners
Nevada
$11.2M +$336K +1,366 +3%
CA
328
CoreCap Advisors
Michigan
$11.1M +$543K +2,206 +5%
PS
329
Principal Securities
Iowa
$11.1M +$790K +3,211 +7%
BEI
330
Benjamin Edwards Inc
Missouri
$11.1M -$454K -1,844 -4%
USCWA
331
U.S. Capital Wealth Advisors
Texas
$11.1M -$566K -2,299 -5%
SMA
332
Sage Mountain Advisors
Georgia
$11M -$72.3K -294 -0.6%
SFA
333
Spectrum Financial Alliance
Kentucky
$11M +$280K +1,137 +3%
RWI
334
Red Wave Investments
Pennsylvania
$11M -$303K -1,231 -3%
PP
335
PDS Planning
Ohio
$11M -$177K -719 -2%
FWM
336
Focused Wealth Management
New York
$11M +$402K +1,634 +4%
CIA
337
Concurrent Investment Advisors
Florida
$10.9M +$2.23M +9,067 +25%
CG
338
Caprock Group
Idaho
$10.9M +$52.9K +215 +0.5%
KCM
339
Kathmere Capital Management
Pennsylvania
$10.8M +$125K +509 +1%
CSP
340
Cary Street Partners
Virginia
$10.8M +$11.1M +45,020 New
CP
341
Capital Planning
Washington
$10.8M +$51.9K +211 +0.5%
OCBCO
342
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.7M +$11M +44,685 New
CCM
343
Chilton Capital Management
Texas
$10.7M -$397K -1,614 -3%
OWM
344
Orgel Wealth Management
Wisconsin
$10.7M +$44K +179 +0.4%
PIS
345
POM Investment Strategies
North Carolina
$10.6M +$10.9M +44,262 New
BMC
346
Bear Mountain Capital
Washington
$10.6M -$112K -455 -1%
SCI
347
Silver Coast Investments
United States
$10.6M +$10.9M +44,224 New
PCA
348
Peddock Capital Advisors
Massachusetts
$10.6M +$503K +2,045 +5%
CF
349
Copperwynd Financial
Arizona
$10.5M +$10.8M +43,862 New
GWM
350
Gray Wealth Management
Maine
$10.5M +$530K +2,156 +5%