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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
476
Sovereign Financial Group
Connecticut
$3.8M +$233K +1,201 +6%
LFP
477
Leeward Financial Partners
Washington
$3.8M +$166K +855 +4%
WIM
478
Waycross Investment Management
Washington
$3.79M +$14K +72 +0.4%
TPCW
479
TD Private Client Wealth
New York
$3.79M +$91.5K +472 +2%
SWP
480
Summit Wealth Partners
Florida
$3.78M -$48.9K -252 -1%
SB
481
Simmons Bank
Arkansas
$3.78M -$393K -2,029 -9%
SL
482
Salomon & Ludwin
Virginia
$3.75M -$34.1K -176 -0.9%
WBCM
483
Wilson & Boucher Capital Management
California
$3.74M +$145K +750 +4%
EFS
484
Essex Financial Services
Connecticut
$3.74M -$85.9K -443 -2%
PFG
485
PAX Financial Group
Texas
$3.74M -$218K -1,124 -5%
PFS
486
Prospera Financial Services
Texas
$3.73M +$1.82M +9,379 +91%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$3.73M -$6.21K -32 -0.2%
TDWM
488
Topel & Distasi Wealth Management
California
$3.71M -$59.7K -308 -2%
EWA
489
Exencial Wealth Advisors
Oklahoma
$3.66M -$13.8K -71 -0.4%
NFG
490
Nadler Financial Group
Illinois
$3.62M +$303K +1,560 +9%
MCCA
491
Mill Creek Capital Advisors
Pennsylvania
$3.62M +$3.35M +17,262 +954%
LIG
492
Lokken Investment Group
Delaware
$3.58M +$680K +3,506 +23%
SWM
493
SigFig Wealth Management
California
$3.57M +$1.31M +6,739 +56%
PA
494
PFG Advisors
Arizona
$3.55M +$281K +1,451 +8%
BAM
495
Belpointe Asset Management
Nevada
$3.53M +$485K +2,501 +15%
NOI
496
Newton One Investments
Delaware
$3.53M -$145K -747 -4%
CSPIA
497
Cary Street Partners Investment Advisory
Virginia
$3.52M +$37.2K +192 +1%
AMBIA
498
Allen Mooney & Barnes Investment Advisors
Georgia
$3.52M -$423K -2,183 -11%
CPRC
499
Consolidated Portfolio Review Corp
New York
$3.51M +$3.59M +18,519 New
GG
500
Gleason Group
Kentucky
$3.5M +$14.2K +73 +0.4%