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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
576
Forefront Analytics
Pennsylvania
$3.01M +$1.95M +8,590 +181%
NFG
577
Nadler Financial Group
Illinois
$3M +$170K +749 +6%
FAP
578
Financial Advisory Partners
Florida
$3M +$3.02M +13,292 New
MAG
579
Mokosak Advisory Group
Iowa
$3M +$11.1K +49 +0.4%
MA
580
Mutual Advisors
Nebraska
$3M +$1.05M +4,619 +54%
HCM
581
HM Capital Management
Missouri
$2.99M +$4.54K +20 +0.2%
KPWG
582
KFA Private Wealth Group
Virginia
$2.98M +$57.5K +253 +2%
CWMU
583
Caliber Wealth Management (Utah)
Utah
$2.97M +$1.06M +4,646 +52%
KFGK
584
Keystone Financial Group (Kentucky)
Kentucky
$2.96M +$344K +1,512 +13%
SS
585
Simplicity Solutions
Minnesota
$2.96M +$1.71M +7,538 +136%
JFA
586
JNBA Financial Advisors
Minnesota
$2.96M -$61.4K -270 -2%
TA
587
Tiedemann Advisors
New York
$2.95M – – –
AI
588
Accredited Investors
Minnesota
$2.95M -$47.9K -211 -2%
FNT
589
First National Trust
Pennsylvania
$2.95M -$27.7K -122 -0.9%
SCM
590
SOL Capital Management
Maryland
$2.95M +$100K +442 +4%
RIA
591
Regal Investment Advisors
Michigan
$2.95M +$120K +529 +4%
VCM
592
Virtue Capital Management
Tennessee
$2.94M +$204K +898 +7%
KeyBank National Association
593
KeyBank National Association
Ohio
$2.92M +$115K +505 +4%
BWM
594
Brickley Wealth Management
California
$2.9M -$84.1K -370 -3%
Prudential Financial
595
Prudential Financial
New Jersey
$2.87M +$156K +685 +6%
CCFM
596
Clear Creek Financial Management
Washington
$2.86M -$132K -579 -4%
GIA
597
Gladstone Institutional Advisory
Florida
$2.84M +$728K +3,203 +34%
CIA
598
Compass Ion Advisors
Pennsylvania
$2.83M +$1.7M +7,464 +148%
EDRH
599
Edmond de Rothschild Holding
Switzerland
$2.83M – – –
DWM
600
Dakota Wealth Management
Florida
$2.81M -$404K -1,778 -13%