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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
551
Keystone Financial Group (Kentucky)
Kentucky
$3.01M +$227K +1,080 +8%
Prudential Financial
552
Prudential Financial
New Jersey
$3.01M +$422K +2,006 +17%
GCA
553
Gradient Capital Advisors
California
$3M +$137K +650 +5%
BKA
554
Brick & Kyle Associates
Pennsylvania
$3M -$37K -176 -1%
GPWA
555
Great Point Wealth Advisors
Massachusetts
$3M
IA
556
IFG Advisors
Missouri
$3M +$17.3K +82 +0.6%
ONSWM
557
Old North State Wealth Management
North Carolina
$2.99M +$6.95K +33 +0.2%
CWC
558
Carolinas Wealth Consulting
North Carolina
$2.97M -$7.16K -34 -0.2%
CWM
559
Cornerstone Wealth Management
Missouri
$2.96M -$6.53K -31 -0.2%
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$2.95M +$966K +4,589 +49%
GCP
561
Gill Capital Partners
Colorado
$2.95M +$60.6K +288 +2%
WP
562
WealthPLAN Partners
Nebraska
$2.94M +$56.2K +267 +2%
WIM
563
WealthPlan Investment Management
Nebraska
$2.94M +$3.18M +15,088 New
WF
564
Welch & Forbes
Massachusetts
$2.94M
MAG
565
Mokosak Advisory Group
Iowa
$2.91M +$80K +380 +3%
VWA
566
V Wealth Advisors
Kansas
$2.9M -$744K -3,536 -21%
Franklin Resources
567
Franklin Resources
California
$2.9M +$22.3K +106 +0.8%
RBC
568
Roble Belko & Company
Pennsylvania
$2.88M +$531K +2,523 +23%
CWM
569
Cranbrook Wealth Management
Michigan
$2.88M -$211 -1 -0%
MOS
570
MGO One Seven
Ohio
$2.87M -$391K -1,857 -12%
LIG
571
Lokken Investment Group
Delaware
$2.87M -$350K -1,664 -10%
SCM
572
SOL Capital Management
Maryland
$2.84M +$67.8K +322 +2%
FA
573
Forefront Analytics
Pennsylvania
$2.84M +$7.16K +34 +0.3%
HCM
574
HM Capital Management
Missouri
$2.84M +$25.1K +119 +0.9%
CHA
575
Carmichael Hill & Associates
Maryland
$2.83M +$285K +1,354 +11%