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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Capital Wealth Management
Rhode Island
$3.09M -$215K -1,114 -6%
FHA
502
First Horizon Advisors
Tennessee
$3.08M +$2.3M +11,909 +214%
RFP
503
Roth Financial Partners
Texas
$3M +$13.5K +70 +0.4%
FHC
504
First Heartland Consultants
Missouri
$2.99M +$1.62M +8,410 +98%
PWP
505
Principle Wealth Partners
Connecticut
$2.98M -$2.24M -11,576 -41%
LWA
506
LWS Wealth Advisors
New Jersey
$2.97M -$151K -781 -4%
CP
507
Camelot Portfolios
Ohio
$2.96M -$319K -1,654 -9%
GCP
508
Gill Capital Partners
Colorado
$2.95M – – –
Prudential Financial
509
Prudential Financial
New Jersey
$2.94M +$452K +2,343 +17%
MA
510
MAS Advisors
Florida
$2.93M -$49.2K -255 -2%
RIG
511
Ramiah Investment Group
Wisconsin
$2.91M -$86.7K -449 -3%
CA
512
Cetera Advisors
Colorado
$2.9M -$361K -1,869 -10%
ACP
513
Aveo Capital Partners
Colorado
$2.88M -$388K -2,008 -11%
CFGS
514
Concourse Financial Group Securities
Alabama
$2.88M -$219K -1,134 -6%
KWM
515
KerberRose Wealth Management
Wisconsin
$2.87M +$3.15M +16,309 New
DWT
516
Dorsey & Whitney Trust
South Dakota
$2.87M +$637K +3,298 +25%
FCI
517
Financial Counselors Inc
Kansas
$2.87M +$33.6K +174 +1%
MSWMA
518
Market Street Wealth Management Advisors
Indiana
$2.87M +$200K +1,036 +7%
BWA
519
BDO Wealth Advisors
Florida
$2.85M -$56.6K -293 -2%
WFA
520
West Financial Advisors
Iowa
$2.85M -$6.99M -36,202 -69%
HFS
521
HBC Financial Services
Washington
$2.85M -$45.2K -234 -1%
PA
522
Procyon Advisors
Connecticut
$2.85M -$378K -1,960 -11%
JFG
523
JMG Financial Group
Illinois
$2.84M -$299K -1,547 -9%
CI
524
Cordant Inc
Oregon
$2.83M +$2.29M +11,872 +281%
BAM
525
Belpointe Asset Management
Nevada
$2.81M +$207K +1,074 +7%