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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
526
White Lighthouse Investment Management
Massachusetts
$5.36M -$217K -907 -4%
FFA
527
Farther Finance Advisors
California
$5.34M +$2.16M +9,038 +60%
AFO
528
Aurelius Family Office
New Hampshire
$5.34M -$688K -2,883 -11%
WB
529
West Bancorporation
Iowa
$5.34M +$2.02M +8,470 +54%
EFS
530
Essex Financial Services
Connecticut
$5.33M +$624K +2,611 +12%
CWL
531
Causey Wealth LLC
Colorado
$5.32M -$1.1M -4,621 -16%
CCA
532
Cadent Capital Advisors
Oklahoma
$5.32M -$251K -1,053 -4%
GS
533
GTS Securities
Florida
$5.3M +$5.71M +23,900 New
BW
534
BIP Wealth
Georgia
$5.29M +$172K +722 +3%
AWMNH
535
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.29M -$275K -1,150 -5%
GWM
536
Greenhouse Wealth Management
Connecticut
$5.27M -$9.31K -39 -0.2%
KWA
537
Kingswood Wealth Advisors
California
$5.26M -$1.31M -5,491 -19%
SFG
538
Sage Financial Group
Pennsylvania
$5.25M +$387K +1,620 +7%
Squarepoint
539
Squarepoint
New York
$5.15M +$5.55M +23,227 New
AIS
540
American Investment Services
Massachusetts
$5.13M +$30.3K +127 +0.6%
SAI
541
Savvy Advisors Inc
New York
$5.1M +$390K +1,631 +8%
MCCA
542
Mill Creek Capital Advisors
Pennsylvania
$5.09M +$7.88K +33 +0.1%
OCM
543
One Capital Management
California
$5.07M +$744K +3,116 +16%
SWM
544
Sagace Wealth Management
Florida
$5.05M +$23.6K +99 +0.4%
APC
545
Asset Planning Corporation
Tennessee
$5.04M +$164K +685 +3%
WT
546
Washington Trust
Rhode Island
$5.04M -$169K -708 -3%
IC
547
IEQ Capital
California
$4.95M +$1.86M +7,771 +53%
SSB
548
Sandy Spring Bank
Maryland
$4.95M +$286K +1,197 +6%
LFG
549
Larson Financial Group
Missouri
$4.94M -$125K -524 -2%
GGS
550
Galvin Gaustad & Stein
Arizona
$4.94M -$126K -529 -2%