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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
576
KFA Private Wealth Group
Virginia
$2.83M +$27.4K +130 +1%
WFA
577
Wade Financial Advisory
California
$2.83M +$362K +1,719 +15%
MIS
578
Morningstar Investment Services
Illinois
$2.83M +$1.36M +6,457 +98%
RIA
579
Regal Investment Advisors
Michigan
$2.81M +$37.3K +177 +1%
DWM
580
Dakota Wealth Management
Florida
$2.8M +$160K +759 +6%
CIA
581
Compass Ion Advisors
Pennsylvania
$2.78M +$121K +574 +5%
TFS
582
Thoroughbred Financial Services
Tennessee
$2.78M +$696K +3,308 +34%
FNT
583
First National Trust
Pennsylvania
$2.77M -$7.37K -35 -0.3%
DWT
584
Dorsey & Whitney Trust
South Dakota
$2.77M +$340K +1,617 +14%
CL
585
CPWM LLC
Washington
$2.76M -$295K -1,402 -10%
ECA
586
Elevated Capital Advisors
Utah
$2.76M +$2.73M +12,966 New
AL
587
Aspiriant LLC
California
$2.75M -$284K -1,351 -9%
WB
588
WesBanco Bank
West Virginia
$2.75M +$1.52M +7,210 +126%
ACM
589
AlphaStar Capital Management
North Carolina
$2.75M +$55.6K +264 +2%
SEI Investments
590
SEI Investments
Pennsylvania
$2.73M +$49K +233 +2%
SWA
591
Strategies Wealth Advisors
Michigan
$2.72M +$690K +3,278 +34%
WB
592
West Bancorporation
Iowa
$2.71M +$502K +2,386 +23%
FA
593
Flagstar Advisors
New York
$2.7M +$646K +3,067 +32%
IP
594
Investment Partners
Ohio
$2.69M -$261K -1,239 -9%
RC
595
Roundview Capital
New Jersey
$2.69M +$218K +1,037 +9%
EDRH
596
Edmond de Rothschild Holding
Switzerland
$2.66M
CBFP
597
Cedar Brook Financial Partners
Ohio
$2.62M +$152K +723 +6%
MWM
598
Meridian Wealth Management
Kentucky
$2.62M +$19.2K +91 +0.7%
HTC
599
Haverford Trust Company
Pennsylvania
$2.6M -$211 -1 -0%
CCFM
600
Clear Creek Financial Management
Washington
$2.59M -$96.8K -460 -4%