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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
501
Sigma Planning Corp
Michigan
$5.82M -$152K -680 -3%
EWM
502
Evercore Wealth Management
New York
$5.82M -$11.2K -50 -0.2%
FF
503
Farrell Financial
New York
$5.81M -$39.7K -178 -0.7%
FB
504
First Bancorp
Maine
$5.8M +$1.06M +4,763 +24%
WLIM
505
White Lighthouse Investment Management
Massachusetts
$5.8M +$71.2K +319 +1%
FPB
506
First PREMIER Bank
South Dakota
$5.78M -$104K -467 -2%
OCM
507
One Capital Management
California
$5.75M +$311K +1,396 +6%
CPA
508
Cathy Pareto & Associates
Florida
$5.75M -$148K -664 -3%
CCA
509
Cadent Capital Advisors
Oklahoma
$5.73M +$48.6K +218 +0.9%
PRI
510
Prepared Retirement Institute
Pennsylvania
$5.72M +$528K +2,365 +11%
BW
511
BIP Wealth
Georgia
$5.69M +$38.8K +174 +0.7%
RFA
512
RTD Financial Advisors
Pennsylvania
$5.67M +$1.44M +6,433 +37%
Mackenzie Financial
513
Mackenzie Financial
Ontario, Canada
$5.64M +$668K +2,994 +14%
MFIM
514
Mesirow Financial Investment Management
Illinois
$5.62M -$259K -1,161 -5%
SEIA
515
Signature Estate & Investment Advisors
California
$5.59M -$665K -2,982 -11%
SCA
516
Snowden Capital Advisors
New York
$5.58M -$1.07M -4,793 -17%
AA
517
Armis Advisers
Georgia
$5.56M +$1.14M +5,120 +28%
KWA
518
Kingswood Wealth Advisors
California
$5.56M -$59.3K -266 -1%
TYCC
519
Texas Yale Capital Corp
Florida
$5.56M -$183K -820 -3%
AFO
520
Aurelius Family Office
New Hampshire
$5.54M -$152K -681 -3%
APG
521
Abacus Planning Group
South Carolina
$5.52M -$269K -1,206 -5%
PF
522
Penney Financial
Texas
$5.51M -$1.11M -4,992 -18%
GBT
523
Grove Bank & Trust
Florida
$5.51M -$1.22M -5,469 -19%
WB
524
West Bancorporation
Iowa
$5.5M -$195K -875 -4%
GL
525
Graypoint LLC
New York
$5.49M +$1.63M +7,304 +46%