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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
551
Simmons Bank
Arkansas
$3.32M -$45.2K -227 -1%
CHA
552
Carmichael Hill & Associates
Maryland
$3.31M +$123K +619 +4%
CWM
553
Calamos Wealth Management
Illinois
$3.28M +$1.18M +5,915 +52%
RFO
554
RiverGlades Family Offices
Florida
$3.27M
FWS
555
FinDec Wealth Services
California
$3.25M +$598 +3 +0%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$3.25M +$115K +578 +3%
PF
557
Prosperitas Financial
California
$3.25M +$3.42M +17,178 New
BFP
558
Beacon Financial Planning
Massachusetts
$3.23M +$362K +1,816 +12%
MFG
559
Magnus Financial Group
New York
$3.23M +$76.9K +386 +2%
SWM
560
SigFig Wealth Management
California
$3.19M -$263K -1,318 -7%
IIC
561
Ironwood Investment Counsel
Arizona
$3.19M +$3.15M +15,818 +1,509%
KFGK
562
Keystone Financial Group (Kentucky)
Kentucky
$3.18M +$89.9K +451 +3%
Mackenzie Financial
563
Mackenzie Financial
Ontario, Canada
$3.16M +$182K +915 +6%
FFL
564
Financial Freedom LLC
Ohio
$3.16M +$33.1K +166 +1%
WA
565
Wealth Alliance
New York
$3.16M -$55.8K -280 -2%
MAM
566
Mystic Asset Management
Rhode Island
$3.13M -$91.5K -459 -3%
Deutsche Bank
567
Deutsche Bank
Germany
$3.13M +$31.5K +158 +1%
PWM
568
Paulson Wealth Management
Illinois
$3.11M -$3.98K -20 -0.1%
RIA
569
Regal Investment Advisors
Michigan
$3.09M +$75.5K +379 +2%
FCH
570
Freestone Capital Holdings
Washington
$3.08M -$687K -3,447 -17%
FHA
571
First Horizon Advisors
Tennessee
$3.07M -$14.7K -74 -0.5%
MG
572
Mather Group
Illinois
$3.06M -$268K -1,345 -8%
HI
573
Harbour Investments
Wisconsin
$3.05M -$121K -607 -4%
NL
574
NWAM LLC
Washington
$3.04M -$4.03M -20,221 -56%
MA
575
Modus Advisors
Minnesota
$3.03M +$27.7K +139 +0.9%