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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$3.31M -$4.92M -26,057 -61%
AWMNH
552
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.31M +$3.14M +16,635 New
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$3.3M +$1.06M +5,609 +51%
SFPM
554
Sensible Financial Planning & Management
Massachusetts
$3.3M -$210K -1,109 -6%
FFL
555
Financial Freedom LLC
Ohio
$3.29M -$86K -455 -3%
PWM
556
Paulson Wealth Management
Illinois
$3.27M +$3.11M +16,454 New
TFS
557
Thoroughbred Financial Services
Tennessee
$3.27M +$38.5K +204 +1%
Mackenzie Financial
558
Mackenzie Financial
Ontario, Canada
$3.27M +$3.09M +16,354 New
Deutsche Bank
559
Deutsche Bank
Germany
$3.26M -$29.3K -155 -0.9%
KFGK
560
Keystone Financial Group (Kentucky)
Kentucky
$3.25M +$3.09M +16,349 New
FHA
561
First Horizon Advisors
Tennessee
$3.24M -$152K -806 -5%
KTA
562
Keeley-Teton Advisors
Illinois
$3.22M +$185K +980 +6%
SFB
563
STAR Financial Bank
Indiana
$3.22M +$61.4K +325 +2%
HFS
564
HBC Financial Services
Washington
$3.19M +$2.46K +13 +0.1%
RIA
565
Regal Investment Advisors
Michigan
$3.18M +$47.6K +252 +2%
MAS
566
Meeder Advisory Services
Ohio
$3.17M -$213K -1,126 -7%
WFA
567
West Financial Advisors
Iowa
$3.17M -$24.4K -129 -0.8%
EBWM
568
Eagle Bluffs Wealth Management
Missouri
$3.17M +$44.2K +234 +1%
MA
569
Modus Advisors
Minnesota
$3.16M +$17K +90 +0.6%
PG
570
Proffitt & Goodson
Tennessee
$3.16M +$1.89K +10 +0.1%
CFGS
571
Concourse Financial Group Securities
Alabama
$3.15M +$38.2K +202 +1%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$3.15M -$1.55M -8,198 -34%
WPW
573
Waldron Private Wealth
Pennsylvania
$3.14M -$942K -4,987 -24%
NWM
574
NEIRG Wealth Management
Massachusetts
$3.14M +$802K +4,244 +37%
MSWMA
575
Market Street Wealth Management Advisors
Indiana
$3.12M -$66.1K -350 -2%