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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
426
Nicolet Advisory Services
Wisconsin
$5.11M -$496K -2,181 -9%
JE
427
JMAC Enterprises
Pennsylvania
$5.08M +$5.51M +24,236 New
LI
428
Latigo Investments
Florida
$5.06M +$5.08M +22,377 New
NEAM
429
New England Asset Management
Connecticut
$5.03M +$441K +1,940 +10%
PP
430
PDS Planning
Ohio
$5M +$64.5K +284 +1%
RSWM
431
Robertson Stephens Wealth Management
California
$4.99M +$5.02M +22,079 New
MWM
432
Madison Wealth Management
Ohio
$4.95M -$34.5K -152 -0.7%
HL
433
HeadInvest LLC
Maine
$4.94M +$282K +1,239 +6%
TCWA
434
Ten Capital Wealth Advisors
Washington
$4.94M +$1.2M +5,267 +32%
OCM
435
One Capital Management
California
$4.89M +$15.2K +67 +0.3%
SWP
436
Summit Wealth Partners
Florida
$4.88M +$129K +569 +3%
AWM
437
Abound Wealth Management
Tennessee
$4.87M +$4.89M +21,530 New
UB
438
UMB Bank
Missouri
$4.84M +$4.87M +21,418 New
PCG
439
Private Capital Group
Connecticut
$4.84M -$85.4K -376 -2%
ANTB
440
AMG National Trust Bank
Colorado
$4.83M +$168K +739 +4%
AWS
441
AJ Wealth Strategies
New York
$4.82M +$1.36K +6 +0%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$4.8M -$71.6K -315 -1%
DC
443
Diametric Capital
Massachusetts
$4.79M +$4.82M +21,207 New
PA
444
Parkside Advisors
California
$4.77M +$176K +776 +4%
RCA
445
Riverview Capital Advisers
Massachusetts
$4.77M +$4.8M +21,103 New
APC
446
Aspire Private Capital
North Carolina
$4.77M +$106K +468 +2%
FC
447
Forte Capital
New York
$4.76M +$82.7K +364 +2%
EI
448
Ellevest Inc
New York
$4.72M -$20.5M -90,196 -81%
SB
449
Strategic Blueprint
Georgia
$4.71M -$355K -1,561 -7%
VR
450
Viridian RIA
Washington
$4.69M +$4.72M +20,758 New