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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
376
Hoge Financial Services
Pennsylvania
$10.6M -$213K -786 -2%
HWM
377
Horizons Wealth Management
North Carolina
$10.6M -$186K -689 -2%
BF
378
Brooklyn FI
New York
$10.5M +$339K +1,253 +3%
RWI
379
Red Wave Investments
Pennsylvania
$10.5M -$633K -2,340 -6%
BWA
380
BlueSky Wealth Advisors
North Carolina
$10.5M +$169K +623 +2%
BFS
381
Beacon Financial Strategies
North Carolina
$10.5M -$338K -1,249 -3%
BIM
382
Bridges Investment Management
Nebraska
$10.5M +$69.3K +256 +0.6%
CANC
383
Culbertson A N & Co
Virginia
$10.4M +$6.5K +24 +0.1%
OMIC
384
Old Mission Investment Co
Michigan
$10.4M +$149K +551 +1%
AWM
385
Apollon Wealth Management
South Carolina
$10.4M -$858K -3,171 -7%
AF
386
Advisornet Financial
Minnesota
$10.4M +$493K +1,822 +5%
LFP
387
Leeward Financial Partners
Washington
$10.3M -$1.37M -5,060 -11%
SPP
388
Single Point Partners
Massachusetts
$10.3M -$15.7K -58 -0.1%
PIA
389
Petredis Investment Advisors
Pennsylvania
$10.3M -$59K -218 -0.6%
GAM
390
Gotham Asset Management
New York
$10.3M +$1.67M +6,163 +19%
NF
391
Napier Financial
Massachusetts
$10.2M +$54.9K +203 +0.5%
KA
392
Kearns & Associates
California
$10.2M +$10.3K +38 +0.1%
LWPC
393
Legacy Wealth Partners (Colorado)
Colorado
$10.2M +$430K +1,590 +4%
ECM
394
Evergreen Capital Management
Washington
$10.1M -$52.5K -194 -0.5%
CWA
395
Crusonia Wealth Advisors
Colorado
$10.1M +$407K +1,504 +4%
BFPW
396
BOK Financial Private Wealth
Colorado
$10M -$598K -2,209 -5%
SAM
397
Smartleaf Asset Management
Massachusetts
$10M +$1.5M +5,537 +16%
FF
398
Financial Futures
New Jersey
$9.97M +$487K +1,800 +5%
CTA
399
Chesley Taft & Associates
Illinois
$9.8M -$256K -945 -2%
RWP
400
RWA Wealth Partners
Massachusetts
$9.77M +$607K +2,242 +6%