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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
S.A. Mason
Michigan
$4.29M +$72K +342 +2%
TYCC
452
Texas Yale Capital Corp
Florida
$4.28M +$21.5K +102 +0.5%
TA
453
Trellis Advisors
Washington
$4.27M +$604K +2,871 +17%
JRFS
454
James Reed Financial Services
Ohio
$4.26M -$114K -542 -3%
PFA
455
Pathway Financial Advisors
Vermont
$4.22M -$44.6K -212 -1%
GWM
456
Greenhouse Wealth Management
Connecticut
$4.21M +$48.2K +229 +1%
RFA
457
RTD Financial Advisors
Pennsylvania
$4.19M +$17.3K +82 +0.4%
KTC
458
Kistler-Tiffany Companies
Pennsylvania
$4.19M +$242K +1,151 +6%
VR
459
Viridian RIA
Washington
$4.17M -$4.37M -20,758 Closed
EWA
460
EverSource Wealth Advisors
Alabama
$4.15M +$1.03M +4,912 +34%
AHC
461
Anderson Hoagland & Co
Missouri
$4.14M -$149K -710 -4%
MIM
462
Morningstar Investment Management
Illinois
$4.14M -$198K -941 -5%
QIM
463
Quest Investment Management
Oregon
$4.13M -$3.42M -16,246 -46%
NOI
464
Newton One Investments
Delaware
$4.13M +$112K +534 +3%
GL
465
Graypoint LLC
New York
$4.1M +$489K +2,325 +14%
AWM
466
Angeles Wealth Management
California
$4.09M +$4.05M +19,250 New
WBCM
467
Wilson & Boucher Capital Management
California
$4.09M +$259K +1,231 +7%
SC
468
Savant Capital
Illinois
$4.04M +$122K +581 +3%
COI
469
Connable Office Inc
Michigan
$4.02M +$91.4K +434 +2%
VA
470
Valmark Advisers
Ohio
$4.02M +$285K +1,356 +8%
RWG
471
Ratio Wealth Group
Colorado
$3.97M -$42.9K -204 -1%
CWM
472
Capital Wealth Management
Rhode Island
$3.96M +$71.2K +338 +2%
WCFA
473
Walkner Condon Financial Advisors
Wisconsin
$3.96M +$231K +1,097 +6%
TFA
474
Trinity Financial Advisors
Ohio
$3.96M -$2.03M -9,627 -34%
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$3.96M -$2.1K -10 -0.1%