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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
476
LWS Wealth Advisors
New Jersey
$3.62M +$92.9K +418 +3%
OGF
477
Orin Green Financial
California
$3.53M +$109K +489 +3%
KCM
478
Kennicott Capital Management
California
$3.5M -$39.8K -179 -1%
SWA
479
SOA Wealth Advisors
New York
$3.49M -$30.2K -136 -0.8%
LIG
480
Lokken Investment Group
Delaware
$3.48M +$101K +454 +3%
PFM
481
Phillips Financial Management
Indiana
$3.45M -$45.8K -206 -1%
TWM
482
TriaGen Wealth Management
California
$3.44M +$143K +642 +4%
EFS
483
Essex Financial Services
Connecticut
$3.43M +$889K +4,000 +34%
PPWM
484
PFG Private Wealth Management
Florida
$3.42M +$171K +767 +5%
MOS
485
MGO One Seven
Ohio
$3.39M +$108K +485 +3%
UWM
486
USAdvisors Wealth Management
Minnesota
$3.38M +$347K +1,561 +11%
PA
487
PFG Advisors
Arizona
$3.37M +$169K +761 +5%
CJA
488
C-J Advisory
California
$3.37M +$48.2K +217 +1%
MSWMA
489
Market Street Wealth Management Advisors
Indiana
$3.37M -$23.6K -106 -0.7%
MA
490
Modus Advisors
Minnesota
$3.35M -$36.5K -164 -1%
CC
491
Courier Capital
New York
$3.35M +$31.1K +140 +0.9%
GG
492
Gleason Group
Kentucky
$3.34M +$153K +689 +5%
RBC
493
Roble Belko & Company
Pennsylvania
$3.31M +$110K +497 +3%
ACP
494
Aveo Capital Partners
Colorado
$3.31M +$227K +1,021 +7%
BFA
495
Bragg Financial Advisors
North Carolina
$3.28M -$46.7K -210 -1%
RIG
496
Ramiah Investment Group
Wisconsin
$3.25M +$159K +716 +5%
CA
497
Continuum Advisory
Idaho
$3.22M +$545K +2,453 +20%
Fiera Capital (Canada)
498
Fiera Capital (Canada)
Quebec, Canada
$3.21M +$570K +2,562 +21%
BC
499
Burleson & Co
California
$3.21M +$1.62M +7,270 +98%
CWC
500
Carolinas Wealth Consulting
North Carolina
$3.18M +$8K +36 +0.2%