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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
576
JMG Financial Group
Illinois
$4.8M +$391K +1,751 +9%
HFW
577
Horizon Family Wealth
Illinois
$4.79M -$1.56K -7 -0%
FMC
578
First Merchants Corp
Indiana
$4.78M -$892K -4,000 -17%
CWL
579
Causey Wealth LLC
Colorado
$4.76M -$871K -3,902 -16%
KFGK
580
Keystone Financial Group (Kentucky)
Kentucky
$4.75M -$18.5K -83 -0.4%
AFP
581
Ausdal Financial Partners
Iowa
$4.73M -$182K -815 -4%
BWP
582
Bernardo Wealth Planning
Pennsylvania
$4.72M +$49.1K +220 +1%
WBCM
583
Wilson & Boucher Capital Management
California
$4.71M -$163K -730 -4%
MWA
584
Martel Wealth Advisors
Washington
$4.69M +$37.5K +168 +0.9%
CPRC
585
Consolidated Portfolio Review Corp
New York
$4.69M -$25.9K -116 -0.6%
SL
586
Salomon & Ludwin
Virginia
$4.68M -$11.6K -52 -0.3%
MWM
587
Meridian Wealth Management
Kentucky
$4.68M +$116K +522 +3%
GAM
588
Gotham Asset Management
New York
$4.67M +$2.06M +9,213 +88%
TT
589
TI-Trust
Illinois
$4.66M +$21.2K +95 +0.5%
ASG
590
Ariston Services Group
California
$4.66M +$1.4M +6,272 +47%
SHF
591
Stage Harbor Financial
Massachusetts
$4.64M -$198K -887 -4%
RFG
592
REAP Financial Group
Texas
$4.63M +$906K +4,060 +26%
DC
593
Davenport & Co
Virginia
$4.6M -$11.2K -50 -0.3%
PL
594
Plancorp LLC
Missouri
$4.6M -$3.67M -16,436 -46%
PFA
595
Pathway Financial Advisors
Vermont
$4.6M -$128K -575 -3%
WT
596
Washington Trust
Rhode Island
$4.58M -$754K -3,379 -15%
RWM
597
Ritholtz Wealth Management
New York
$4.58M +$2.32M +10,393 +116%
BMD
598
Better Money Decisions
New Mexico
$4.56M +$31.7K +142 +0.7%
AAA
599
American Alpha Advisors
New York
$4.55M +$327K +1,467 +8%
ASN
600
Advisory Services Network
Georgia
$4.55M -$149K -668 -3%