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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
551
Balanced Wealth Group
Ohio
$4.05M +$3.66M +18,991 New
COI
552
Connable Office Inc
Michigan
$4.04M +$51.6K +268 +1%
LWA
553
LWS Wealth Advisors
New Jersey
$4.04M +$11.4K +59 +0.3%
MMRF
554
Michelson Medical Research Foundation
California
$4.03M – – –
GCP
555
Gill Capital Partners
Colorado
$4.03M -$35.1K -182 -1%
RWP
556
RWA Wealth Partners
Massachusetts
$4.03M +$1.76M +9,136 +94%
AWMNH
557
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.01M +$219K +1,135 +6%
AMBIA
558
Allen Mooney & Barnes Investment Advisors
Georgia
$3.99M +$45.7K +237 +1%
MFIM
559
Mesirow Financial Investment Management
Illinois
$3.99M +$3.6M +18,699 New
GG
560
Gleason Group
Kentucky
$3.99M +$16.6K +86 +0.5%
CB
561
Commerce Bank
Missouri
$3.97M -$86.7K -450 -2%
MFG
562
Merit Financial Group
Georgia
$3.97M +$1.62M +8,413 +83%
TFS
563
Thoroughbred Financial Services
Tennessee
$3.96M -$322K -1,672 -8%
TT
564
TI-Trust
Illinois
$3.96M +$83.4K +433 +2%
FB
565
First Bancorp
Maine
$3.95M +$6.55K +34 +0.2%
FCH
566
Freestone Capital Holdings
Washington
$3.93M +$409K +2,121 +13%
BCM
567
BluePointe Capital Management
California
$3.92M +$3.54M +18,385 New
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
$3.91M -$496K -2,576 -12%
SWM
569
Soundmark Wealth Management
Washington
$3.9M -$78.8K -409 -2%
PF
570
Prosperitas Financial
California
$3.9M +$212K +1,100 +6%
PWA
571
Peterson Wealth Advisors
Utah
$3.89M -$604K -3,133 -15%
MSS
572
Mitchell Sinkler & Starr
Pennsylvania
$3.88M +$3.5M +18,176 New
CWM
573
Cornerstone Wealth Management
Missouri
$3.86M +$32.9K +171 +1%
CCA
574
Checchi Capital Advisers
California
$3.86M +$1.1M +5,690 +46%
NFG
575
Nadler Financial Group
Illinois
$3.86M -$83.8K -435 -2%