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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
576
Bridges Investment Management
Nebraska
$2.5M -$2.9K -15 -0.1%
GL
577
Graypoint LLC
New York
$2.5M -$988K -5,116 -27%
GPWA
578
Great Point Wealth Advisors
Massachusetts
$2.49M +$7.53K +39 +0.3%
VBFP
579
Valtinson Bruner Financial Planning
Minnesota
$2.48M +$1.07M +5,557 +65%
ONSWM
580
Old North State Wealth Management
North Carolina
$2.47M -$14.9K -77 -0.5%
CWC
581
Carolinas Wealth Consulting
North Carolina
$2.46M +$4.44K +23 +0.2%
SF
582
Synovus Financial
Georgia
$2.44M -$69.5K -360 -3%
SCM
583
SOL Capital Management
Maryland
$2.43M +$79.8K +413 +3%
MFGM
584
Marshall Financial Group (Maryland)
Maryland
$2.42M +$1.94M +10,057 +271%
MWM
585
Meridian Wealth Management
Kentucky
$2.41M +$261K +1,354 +11%
Franklin Resources
586
Franklin Resources
California
$2.4M +$193 +1 +0%
WB
587
West Bancorporation
Iowa
$2.4M +$167K +866 +7%
Fiera Capital (Canada)
588
Fiera Capital (Canada)
Quebec, Canada
$2.39M -$187K -969 -7%
AWM
589
Apollon Wealth Management
South Carolina
$2.37M +$513K +2,657 +25%
ACA
590
Affinity Capital Advisors
California
$2.37M +$255K +1,322 +11%
PWM
591
Perigon Wealth Management
California
$2.36M +$1M +5,179 +63%
AL
592
Aspiriant LLC
California
$2.36M +$85.7K +444 +3%
NWM
593
NEIRG Wealth Management
Massachusetts
$2.35M +$2.32M +12,023 +905%
HCM
594
HM Capital Management
Missouri
$2.35M -$5.21K -27 -0.2%
MFT
595
Moisand Fitzgerald Tamayo
Florida
$2.34M +$1.21M +6,278 +89%
BAMG
596
Brand Asset Management Group
Missouri
$2.34M +$559K +2,896 +28%
DWM
597
Dakota Wealth Management
Florida
$2.33M +$10.2K +53 +0.4%
WF
598
Welch & Forbes
Massachusetts
$2.32M -$119K -618 -4%
RIA
599
Regal Investment Advisors
Michigan
$2.31M -$23.8K -123 -0.9%
RC
600
Roundview Capital
New Jersey
$2.3M +$77.8K +403 +3%