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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
501
Mystic Asset Management
Rhode Island
$2.94M +$287K +1,520 +10%
MSWMA
502
Market Street Wealth Management Advisors
Indiana
$2.92M +$156K +825 +5%
AHC
503
Anderson Hoagland & Co
Missouri
$2.92M -$295K -1,560 -8%
CWM
504
Capital Wealth Management
Rhode Island
$2.85M -$166K -878 -5%
LFA
505
Landmark Financial Advisors
Kentucky
$2.84M -$319K -1,688 -9%
PA
506
PFG Advisors
Arizona
$2.84M +$3.14M +16,632 New
PWA
507
Peterson Wealth Advisors
Utah
$2.84M +$1.13M +5,984 +56%
CA
508
Cetera Advisors
Colorado
$2.83M +$22.8K +121 +0.7%
WFA
509
West Financial Advisors
Iowa
$2.82M +$56.3K +298 +2%
NFG
510
Nadler Financial Group
Illinois
$2.8M +$1.03M +5,443 +50%
JFG
511
JMG Financial Group
Illinois
$2.8M +$55.1K +292 +2%
MA
512
MAS Advisors
Florida
$2.8M -$47.6K -252 -2%
CFGS
513
Concourse Financial Group Securities
Alabama
$2.8M +$7.93K +42 +0.3%
BAM
514
Belpointe Asset Management
Nevada
$2.78M +$56.3K +298 +2%
RIG
515
Ramiah Investment Group
Wisconsin
$2.78M -$46.6K -247 -1%
GCP
516
Gill Capital Partners
Colorado
$2.77M +$440K +2,328 +17%
TT
517
TI-Trust
Illinois
$2.77M +$140K +740 +5%
FHA
518
First Horizon Advisors
Tennessee
$2.76M -$246K -1,301 -7%
CWM
519
Cornerstone Wealth Management
Missouri
$2.76M +$200K +1,060 +7%
NFP
520
NorthLanding Financial Partners
New York
$2.76M +$3.04M +16,126 New
OGF
521
Orin Green Financial
California
$2.74M -$575K -3,046 -16%
FAP
522
Financial Advisory Partners
Florida
$2.74M +$13.2K +70 +0.4%
EVM
523
Eaton Vance Management
Massachusetts
$2.73M -$369K -1,956 -11%
WJWM
524
Williams Jones Wealth Management
New York
$2.72M -$2.83K -15 -0.1%
RTS
525
Round Table Services
New Jersey
$2.7M +$1.21M +6,420 +68%