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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
401
Morningstar Investment Management
Illinois
$4.37M
Financial Engines Advisors
402
Financial Engines Advisors
California
$4.36M -$110K -524 -3%
LWP
403
Laurel Wealth Planning
Minnesota
$4.34M +$311K +1,475 +8%
AFAS
404
Acorn Financial Advisory Services
Virginia
$4.31M +$319K +1,515 +8%
AFP
405
Ausdal Financial Partners
Iowa
$4.3M +$1.3M +6,153 +44%
PPWP
406
Proquility Private Wealth Partners
Nevada
$4.29M -$573K -2,722 -12%
PP
407
PDS Planning
Ohio
$4.28M +$27.4K +130 +0.7%
JC
408
JBF Capital
Colorado
$4.28M +$4.21M +20,000 New
KPWS
409
Kestra Private Wealth Services
Texas
$4.28M +$2.21M +10,501 +111%
CAMG
410
CWA Asset Management Group
Florida
$4.27M +$109K +519 +3%
ECM
411
Evergreen Capital Management
Washington
$4.26M +$1.15M +5,477 +38%
SWP
412
Summit Wealth Partners
Florida
$4.24M -$67.6K -321 -2%
TCWM
413
Total Clarity Wealth Management
Illinois
$4.22M -$417K -1,978 -9%
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$4.21M -$20.6K -98 -0.5%
HHRDM
415
H&H Retirement Design & Management
Nevada
$4.18M +$4.02M +19,078 New
FCI
416
Financial Counselors Inc
Kansas
$4.16M +$211K +1,002 +5%
VC
417
Vicus Capital
Pennsylvania
$4.16M +$693K +3,290 +20%
LFA
418
Landmark Financial Advisors
Kentucky
$4.16M -$162K -768 -4%
BMD
419
Better Money Decisions
New Mexico
$4.15M +$4.08M +19,384 New
MWA
420
Martel Wealth Advisors
Washington
$4.15M -$426K -2,020 -9%
EWA
421
Exencial Wealth Advisors
Oklahoma
$4.14M -$610K -2,895 -13%
APC
422
Aspire Private Capital
North Carolina
$4.1M +$449K +2,132 +13%
NOI
423
Newton One Investments
Delaware
$4.08M -$10.1K -48 -0.3%
MECA
424
Miller Equity Capital Advisors
Texas
$4.08M +$536K +2,545 +15%
WA
425
Wealth Alliance
New York
$4.07M -$625K -2,967 -14%