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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Pioneer Wealth Management Group
Texas
$3.11M +$3.14M +16,962 New
TT
527
TI-Trust
Illinois
$3.1M +$128K +691 +4%
CWM
528
Cranbrook Wealth Management
Michigan
$3.09M -$604K -3,261 -16%
OGF
529
Orin Green Financial
California
$3.06M +$110K +594 +4%
RBC
530
Roble Belko & Company
Pennsylvania
$3.06M +$341K +1,840 +12%
MAG
531
Mokosak Advisory Group
Iowa
$3.05M -$134K -722 -4%
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.05M -$4.25M -22,906 -58%
LFA
533
Landmark Financial Advisors
Kentucky
$3.03M -$26.9K -145 -0.9%
MFG
534
Magnus Financial Group
New York
$2.99M +$954K +5,147 +46%
5SA
535
5th Street Advisors
Connecticut
$2.98M -$1.66M -8,967 -36%
MA
536
MAS Advisors
Florida
$2.98M -$31.5K -170 -1%
BAM
537
Belpointe Asset Management
Nevada
$2.96M -$23.7K -128 -0.8%
RIG
538
Ramiah Investment Group
Wisconsin
$2.96M -$28.5K -154 -0.9%
WWC
539
Waypoint Wealth Counsel
Georgia
$2.95M +$2.98M +16,089 New
FFL
540
Financial Freedom LLC
Ohio
$2.94M +$2.97M +16,036 New
SB
541
Strategic Blueprint
Georgia
$2.93M -$720K -3,886 -20%
WFA
542
West Financial Advisors
Iowa
$2.93M -$94K -507 -3%
TFS
543
Thoroughbred Financial Services
Tennessee
$2.92M +$232K +1,250 +9%
MA
544
Modus Advisors
Minnesota
$2.91M +$155K +834 +6%
Prudential Financial
545
Prudential Financial
New Jersey
$2.91M -$243K -1,311 -8%
MG
546
Mather Group
Illinois
$2.91M -$613K -3,307 -17%
CWM
547
Capital Wealth Management
Rhode Island
$2.91M -$153K -823 -5%
KCM
548
Kennicott Capital Management
California
$2.9M +$68K +367 +2%
CFGS
549
Concourse Financial Group Securities
Alabama
$2.9M -$111K -599 -4%
WB
550
WesBanco Bank
West Virginia
$2.89M +$1.29M +6,981 +80%