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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
526
Courier Capital
New York
$3.51M +$53.4K +235 +2%
OGF
527
Orin Green Financial
California
$3.51M +$96.1K +423 +3%
CPA
528
Clear Perspective Advisors
Illinois
$3.5M -$2.29M -10,080 -39%
MOS
529
MGO One Seven
Ohio
$3.48M +$139K +611 +4%
HAC
530
Harbor Advisory Corp
New Hampshire
$3.47M +$190K +835 +6%
GG
531
Gleason Group
Kentucky
$3.47M +$16.8K +74 +0.5%
RIG
532
Ramiah Investment Group
Wisconsin
$3.44M +$85.4K +376 +3%
CA
533
Continuum Advisory
Idaho
$3.43M +$106K +465 +3%
MAM
534
Mystic Asset Management
Rhode Island
$3.43M +$3.45M +15,167 New
CI
535
Conning Inc
Connecticut
$3.42M +$400K +1,760 +13%
TT
536
TI-Trust
Illinois
$3.42M +$3.44M +15,143 New
SLT
537
St Louis Trust
Missouri
$3.4M +$274K +1,204 +9%
FB
538
First Bancorp
Maine
$3.4M +$120K +528 +4%
EFS
539
Econ Financial Services
Pennsylvania
$3.39M +$3.41M +15,009 New
BAM
540
Belpointe Asset Management
Nevada
$3.35M +$168K +741 +5%
IFAM
541
Institutional & Family Asset Management
Colorado
$3.35M +$196K +861 +6%
MWM
542
MY Wealth Management
Maryland
$3.33M +$3.34M +14,711 New
FPS
543
Fieldpoint Private Securities
Connecticut
$3.32M +$115K +508 +4%
Fiera Capital (Canada)
544
Fiera Capital (Canada)
Quebec, Canada
$3.32M
BC
545
Burleson & Co
California
$3.31M -$5K -22 -0.2%
MA
546
Modus Advisors
Minnesota
$3.31M -$158K -696 -5%
EWA
547
EverSource Wealth Advisors
Alabama
$3.3M +$3.32M +14,610 New
TMWM
548
Taylor & Morgan Wealth Management
Michigan
$3.29M +$3.31M +14,577 New
BFA
549
Bragg Financial Advisors
North Carolina
$3.28M
AL
550
Aspiriant LLC
California
$3.23M +$137K +605 +4%