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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
551
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.52M +$36.6K +194 +1%
SWA
552
SOA Wealth Advisors
New York
$2.51M -$19.8K -105 -0.7%
BKA
553
Brick & Kyle Associates
Pennsylvania
$2.51M +$32.9K +174 +1%
CHA
554
Carmichael Hill & Associates
Maryland
$2.51M +$82.5K +437 +3%
TFS
555
Thoroughbred Financial Services
Tennessee
$2.5M +$33.6K +178 +1%
MFGM
556
Marshall Financial Group (Maryland)
Maryland
$2.5M +$161K +853 +6%
TFA
557
Trinity Financial Advisors
Ohio
$2.49M -$63.2K -335 -2%
BFA
558
Bragg Financial Advisors
North Carolina
$2.49M -$56.3K -298 -2%
CI
559
Cordant Inc
Oregon
$2.49M -$285K -1,509 -9%
LIG
560
Lokken Investment Group
Delaware
$2.49M -$59.3K -314 -2%
PFM
561
Phillips Financial Management
Indiana
$2.49M -$7.93K -42 -0.3%
SLT
562
St Louis Trust
Missouri
$2.47M -$5.88M -31,139 -71%
KFGK
563
Keystone Financial Group (Kentucky)
Kentucky
$2.47M -$17.9K -95 -0.7%
MWM
564
Mascoma Wealth Management
New Hampshire
$2.46M -$58.7K -311 -2%
UBV
565
United Bank (Virginia)
Virginia
$2.46M +$2.83K +15 +0.1%
RFP
566
Roth Financial Partners
Texas
$2.46M -$502K -2,660 -16%
PA
567
Procyon Advisors
Connecticut
$2.45M -$346K -1,830 -11%
ONSWM
568
Old North State Wealth Management
North Carolina
$2.44M +$53.2K +282 +2%
BIM
569
Bridges Investment Management
Nebraska
$2.43M
GPWA
570
Great Point Wealth Advisors
Massachusetts
$2.42M +$3.96K +21 +0.1%
NFP
571
Narus Financial Partners
Utah
$2.41M -$309K -1,639 -10%
CWC
572
Carolinas Wealth Consulting
North Carolina
$2.39M +$4.53K +24 +0.2%
SCM
573
SOL Capital Management
Maryland
$2.39M +$36.8K +195 +1%
MF
574
Meridian Financial
Massachusetts
$2.39M +$189K +1,000 +8%
GWA
575
Gibson Wealth Advisors
Texas
$2.38M -$363K -1,922 -12%