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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Sovereign Financial Group
Connecticut
$6.37M +$58.8K +239 +0.9%
SEIA
502
Signature Estate & Investment Advisors
California
$6.29M +$136K +551 +2%
CP
503
Creekside Partners
California
$6.28M -$34.2K -139 -0.5%
WMS
504
Wealth Management Strategies
Pennsylvania
$6.27M +$6.42M +26,083 New
HL
505
HeadInvest LLC
Maine
$6.17M +$173K +704 +3%
CWAF
506
Core Wealth Advisors (Florida)
Florida
$6.15M +$6.3M +25,600 New
WCFA
507
Walkner Condon Financial Advisors
Wisconsin
$6.12M -$44K -179 -0.7%
SCA
508
Snowden Capital Advisors
New York
$6.12M +$551K +2,239 +10%
PRI
509
Prepared Retirement Institute
Pennsylvania
$6.1M +$514K +2,090 +9%
VWA
510
Visionary Wealth Advisors
Illinois
$6.06M +$698K +2,838 +13%
FF
511
Farrell Financial
New York
$6.06M -$11.6K -47 -0.2%
WLIM
512
White Lighthouse Investment Management
Massachusetts
$6.02M +$43.1K +175 +0.7%
BFP
513
Beacon Financial Planning
Massachusetts
$6.02M +$749K +3,042 +14%
BCM
514
BluePointe Capital Management
California
$6.02M +$923K +3,750 +18%
CCA
515
Cadent Capital Advisors
Oklahoma
$6.01M +$51.7K +210 +0.8%
PFS
516
Prospera Financial Services
Texas
$6.01M +$605K +2,460 +11%
ACP
517
Aveo Capital Partners
Colorado
$6M +$335K +1,361 +6%
AWMNH
518
Arcadia Wealth Management (New Hampshire)
New Hampshire
$6M +$249K +1,012 +4%
CPA
519
Cathy Pareto & Associates
Florida
$6M +$6.15M +24,984 New
TYCC
520
Texas Yale Capital Corp
Florida
$5.99M +$650K +2,642 +12%
RWM
521
Rialto Wealth Management
New York
$5.97M +$6.11M +24,841 New
GCP
522
Gill Capital Partners
Colorado
$5.96M +$118K +480 +2%
BF
523
Brooklyn FI
New York
$5.95M +$248K +1,009 +4%
CCM
524
Condor Capital Management
New Jersey
$5.94M -$5.16M -20,962 -46%
FPB
525
First PREMIER Bank
South Dakota
$5.93M -$24.1K -98 -0.4%