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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
551
Pacific Sun Financial
California
$954K
MWM
552
Meridian Wealth Management
Kentucky
$954K +$21.3K +134 +2%
DWA
553
Douglass Winthrop Advisors
New York
$952K +$629K +3,950 +219%
FTC
554
Farmers Trust Company
Ohio
$949K
Franklin Resources
555
Franklin Resources
California
$948K +$912K +5,725 New
BAM
556
Belpointe Asset Management
Nevada
$946K +$151K +948 +20%
SC
557
SouthState Corp
Florida
$941K +$16.7K +105 +2%
PAS
558
Park Avenue Securities
New York
$940K +$402K +2,524 +80%
VFP
559
Verus Financial Partners
Virginia
$937K +$467K +2,933 +108%
HIM
560
Hanlon Investment Management
New Jersey
$923K +$888K +5,573 New
MCM
561
MAI Capital Management
Ohio
$922K -$38.1K -239 -4%
LPT
562
Legacy Private Trust
Wisconsin
$915K -$42.8K -269 -5%
ACM
563
AlphaStar Capital Management
North Carolina
$915K +$51.1K +321 +6%
CCMD
564
Cypress Capital Management (Delaware)
Delaware
$914K
AT
565
Arden Trust
Delaware
$912K
DCM
566
Dimension Capital Management
Florida
$904K
OA
567
Oxbow Advisors
Texas
$904K +$1.11K +7 +0.1%
RC
568
Roundview Capital
New Jersey
$902K +$19K +119 +2%
WS
569
Wedbush Securities
California
$902K +$27.1K +170 +3%
AA
570
Ancora Advisors
Ohio
$901K +$484K +3,039 +127%
PRWA
571
Platte River Wealth Advisors
Colorado
$900K +$883K +5,545 New
GWMIA
572
Global Wealth Management Investment Advisory
Florida
$897K +$31.7K +199 +4%
MA
573
Mutual Advisors
Nebraska
$893K -$118K -738 -12%
AMCA
574
Arthur M. Cohen & Associates
Illinois
$893K +$3.35K +21 +0.4%
IFAM
575
Institutional & Family Asset Management
Colorado
$892K +$252K +1,583 +42%