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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
476
F.L. Putnam Investment Management
Massachusetts
$3.3M +$19.7K +102 +0.5%
COI
477
Connable Office Inc
Michigan
$3.29M -$51.6K -267 -1%
CWMU
478
Caliber Wealth Management (Utah)
Utah
$3.28M +$289K +1,494 +9%
TDWM
479
Topel & Distasi Wealth Management
California
$3.28M +$248K +1,284 +7%
TWM
480
TriaGen Wealth Management
California
$3.26M +$66.6K +345 +2%
SB
481
Strategic Blueprint
Georgia
$3.26M -$525K -2,720 -13%
CB
482
Commerce Bank
Missouri
$3.25M -$16K -83 -0.4%
CFO
483
Colony Family Offices
North Carolina
$3.25M +$2.22M +11,485 +165%
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$3.25M +$879K +4,551 +33%
OIA
485
OneDigital Investment Advisors
Kansas
$3.24M +$9.85K +51 +0.3%
LFA
486
Landmark Financial Advisors
Kentucky
$3.23M -$39.4K -204 -1%
HT
487
Heritage Trust
Oklahoma
$3.23M +$3.32M +17,200 +1,552%
SFG
488
Sovereign Financial Group
Connecticut
$3.21M +$579 +3 +0%
LFAS
489
Level Four Advisory Services
Texas
$3.21M +$486K +2,518 +16%
WLIM
490
White Lighthouse Investment Management
Massachusetts
$3.21M -$23.8K -123 -0.7%
MAM
491
Marquette Asset Management
Minnesota
$3.19M -$74.9K -388 -2%
CA
492
Continuum Advisory
Idaho
$3.19M +$28K +145 +0.8%
WA
493
Wealth Alliance
New York
$3.18M -$26.5K -137 -0.8%
RFO
494
RiverGlades Family Offices
Florida
$3.18M +$24.1K +125 +0.7%
GA
495
GoalVest Advisory
New York
$3.17M +$203K +1,051 +6%
GG
496
Gleason Group
Kentucky
$3.16M +$296K +1,533 +9%
EVM
497
Eaton Vance Management
Massachusetts
$3.15M -$17.8M -91,945 -84%
HPWM
498
Highland Private Wealth Management
Washington
$3.15M +$1.52M +7,887 +79%
RWG
499
Ratio Wealth Group
Colorado
$3.14M -$172K -893 -5%
TPW
500
Tiller Private Wealth
Pennsylvania
$3.11M +$3.41M +17,646 New