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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COI
476
Connable Office Inc
Michigan
$3.29M -$51.6K -267 -1%
CWMU
477
Caliber Wealth Management (Utah)
Utah
$3.28M +$289K +1,494 +9%
TDWM
478
Topel & Distasi Wealth Management
California
$3.28M +$248K +1,284 +7%
TWM
479
TriaGen Wealth Management
California
$3.26M +$66.6K +345 +2%
SB
480
Strategic Blueprint
Georgia
$3.26M -$525K -2,720 -13%
CB
481
Commerce Bank
Missouri
$3.25M -$16K -83 -0.4%
CFO
482
Colony Family Offices
North Carolina
$3.25M +$2.22M +11,485 +165%
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$3.25M +$879K +4,551 +33%
OIA
484
OneDigital Investment Advisors
Kansas
$3.24M +$9.85K +51 +0.3%
LFA
485
Landmark Financial Advisors
Kentucky
$3.23M -$39.4K -204 -1%
HT
486
Heritage Trust
Oklahoma
$3.23M +$3.32M +17,200 +1,552%
SFG
487
Sovereign Financial Group
Connecticut
$3.21M +$579 +3 +0%
LFAS
488
Level Four Advisory Services
Texas
$3.21M +$486K +2,518 +16%
WLIM
489
White Lighthouse Investment Management
Massachusetts
$3.21M -$23.8K -123 -0.7%
MAM
490
Marquette Asset Management
Minnesota
$3.19M -$74.9K -388 -2%
CA
491
Continuum Advisory
Idaho
$3.19M +$28K +145 +0.8%
WA
492
Wealth Alliance
New York
$3.18M -$26.5K -137 -0.8%
RFO
493
RiverGlades Family Offices
Florida
$3.18M +$24.1K +125 +0.7%
GA
494
GoalVest Advisory
New York
$3.17M +$203K +1,051 +6%
GG
495
Gleason Group
Kentucky
$3.16M +$296K +1,533 +9%
EVM
496
Eaton Vance Management
Massachusetts
$3.15M -$17.8M -91,945 -84%
HPWM
497
Highland Private Wealth Management
Washington
$3.15M +$1.52M +7,887 +79%
RWG
498
Ratio Wealth Group
Colorado
$3.14M -$172K -893 -5%
TPW
499
Tiller Private Wealth
Pennsylvania
$3.11M +$3.41M +17,646 New
CWM
500
Capital Wealth Management
Rhode Island
$3.09M -$215K -1,114 -6%