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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
426
GoalVest Advisory
New York
$8.17M -$34K -138 -0.4%
DWM
427
Dynasty Wealth Management
Florida
$8.12M +$73.1K +297 +0.9%
SAG
428
SageView Advisory Group
California
$8.08M +$3.4M +13,830 +70%
BDF
429
Black Diamond Financial
Maryland
$8.08M -$60.8K -247 -0.7%
AOI
430
Auto-Owners Insurance
Michigan
$8.07M
A
431
Allianz
Germany
$8.06M -$7.01M -28,470 -46%
HWM
432
Howard Wealth Management
Connecticut
$8.06M +$182K +738 +2%
PWM
433
Praetorian Wealth Management
California
$8.05M -$193K -785 -2%
WIM
434
Warwick Investment Management
Texas
$8.04M -$144K -585 -2%
HIW
435
Holos Integrated Wealth
Pennsylvania
$8.03M +$8.22M +33,418 New
FT
436
Fiduciary Trust
Massachusetts
$8.02M +$568K +2,309 +7%
JWCA
437
J.W. Cole Advisors
Florida
$8.02M +$451K +1,833 +6%
EF
438
Elite Financial
Idaho
$7.99M +$8.19M +33,266 New
TWM
439
TriaGen Wealth Management
California
$7.98M +$133K +541 +2%
SPP
440
Single Point Partners
Massachusetts
$7.98M +$8.17M +33,211 New
CAG
441
Crestwood Advisors Group
Massachusetts
$7.97M +$199K +807 +2%
GRP
442
Global Retirement Partners
California
$7.93M +$555K +2,255 +7%
BIM
443
Bridges Investment Management
Nebraska
$7.91M +$3.2K +13 +0%
LCM
444
Logan Capital Management
Pennsylvania
$7.87M
HTC
445
Haverford Trust Company
Pennsylvania
$7.84M +$204K +830 +3%
BWCS
446
Beirne Wealth Consulting Services
Connecticut
$7.75M +$52.9K +215 +0.7%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$7.7M +$2.26M +9,169 +40%
AGA
448
Arkos Global Advisors
Texas
$7.67M -$129K -525 -2%
BPAMU
449
BTG Pactual Asset Management US
New York
$7.62M -$278K -1,131 -4%
AA
450
Ancora Advisors
Ohio
$7.55M -$63K -256 -0.8%