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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
576
Nadler Financial Group
Illinois
$3M +$170K +749 +6%
FAP
577
Financial Advisory Partners
Florida
$3M +$3.02M +13,292 New
MAG
578
Mokosak Advisory Group
Iowa
$3M +$11.1K +49 +0.4%
MA
579
Mutual Advisors
Nebraska
$3M +$1.05M +4,619 +54%
HCM
580
HM Capital Management
Missouri
$2.99M +$4.54K +20 +0.2%
KPWG
581
KFA Private Wealth Group
Virginia
$2.98M +$57.5K +253 +2%
CWMU
582
Caliber Wealth Management (Utah)
Utah
$2.97M +$1.06M +4,646 +52%
KFGK
583
Keystone Financial Group (Kentucky)
Kentucky
$2.96M +$344K +1,512 +13%
SS
584
Simplicity Solutions
Minnesota
$2.96M +$1.71M +7,538 +136%
JFA
585
JNBA Financial Advisors
Minnesota
$2.96M -$61.4K -270 -2%
TA
586
Tiedemann Advisors
New York
$2.95M
AI
587
Accredited Investors
Minnesota
$2.95M -$47.9K -211 -2%
FNT
588
First National Trust
Pennsylvania
$2.95M -$27.7K -122 -0.9%
SCM
589
SOL Capital Management
Maryland
$2.95M +$100K +442 +4%
RIA
590
Regal Investment Advisors
Michigan
$2.95M +$120K +529 +4%
VCM
591
Virtue Capital Management
Tennessee
$2.94M +$204K +898 +7%
KeyBank National Association
592
KeyBank National Association
Ohio
$2.92M +$115K +505 +4%
BWM
593
Brickley Wealth Management
California
$2.9M -$84.1K -370 -3%
Prudential Financial
594
Prudential Financial
New Jersey
$2.87M +$156K +685 +6%
CCFM
595
Clear Creek Financial Management
Washington
$2.86M -$132K -579 -4%
GIA
596
Gladstone Institutional Advisory
Florida
$2.84M +$728K +3,203 +34%
CIA
597
Compass Ion Advisors
Pennsylvania
$2.83M +$1.7M +7,464 +148%
EDRH
598
Edmond de Rothschild Holding
Switzerland
$2.83M
DWM
599
Dakota Wealth Management
Florida
$2.81M -$404K -1,778 -13%
ACA
600
Affinity Capital Advisors
California
$2.8M -$256K -1,126 -8%