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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OGF
476
Orin Green Financial
California
$3.53M +$109K +489 +3%
KCM
477
Kennicott Capital Management
California
$3.5M -$39.8K -179 -1%
SWA
478
SOA Wealth Advisors
New York
$3.49M -$30.2K -136 -0.8%
LIG
479
Lokken Investment Group
Delaware
$3.48M +$101K +454 +3%
PFM
480
Phillips Financial Management
Indiana
$3.45M -$45.8K -206 -1%
TWM
481
TriaGen Wealth Management
California
$3.44M +$143K +642 +4%
EFS
482
Essex Financial Services
Connecticut
$3.43M +$889K +4,000 +34%
PPWM
483
PFG Private Wealth Management
Florida
$3.42M +$171K +767 +5%
MOS
484
MGO One Seven
Ohio
$3.39M +$108K +485 +3%
UWM
485
USAdvisors Wealth Management
Minnesota
$3.38M +$347K +1,561 +11%
PA
486
PFG Advisors
Arizona
$3.37M +$169K +761 +5%
CJA
487
C-J Advisory
California
$3.37M +$48.2K +217 +1%
MSWMA
488
Market Street Wealth Management Advisors
Indiana
$3.37M -$23.6K -106 -0.7%
MA
489
Modus Advisors
Minnesota
$3.35M -$36.5K -164 -1%
CC
490
Courier Capital
New York
$3.35M +$31.1K +140 +0.9%
GG
491
Gleason Group
Kentucky
$3.34M +$153K +689 +5%
RBC
492
Roble Belko & Company
Pennsylvania
$3.31M +$110K +497 +3%
ACP
493
Aveo Capital Partners
Colorado
$3.31M +$227K +1,021 +7%
BFA
494
Bragg Financial Advisors
North Carolina
$3.28M -$46.7K -210 -1%
RIG
495
Ramiah Investment Group
Wisconsin
$3.25M +$159K +716 +5%
CA
496
Continuum Advisory
Idaho
$3.22M +$545K +2,453 +20%
Fiera Capital (Canada)
497
Fiera Capital (Canada)
Quebec, Canada
$3.21M +$570K +2,562 +21%
BC
498
Burleson & Co
California
$3.21M +$1.62M +7,270 +98%
CWC
499
Carolinas Wealth Consulting
North Carolina
$3.18M +$8K +36 +0.2%
HAC
500
Harbor Advisory Corp
New Hampshire
$3.18M +$181K +815 +6%