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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modern Wealth Management
Kansas
$5.55M -$146K -539 -2%
OCM
577
One Capital Management
California
$5.54M -$81.7K -302 -1%
FI
578
Financial Insights
Washington
$5.53M -$213K -786 -4%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$5.53M +$64.1K +237 +1%
FCH
580
Freestone Capital Holdings
Washington
$5.52M +$526K +1,944 +10%
Vanguard National Trust
581
Vanguard National Trust
Pennsylvania
$5.52M +$5.7M +21,072 New
MWM
582
Meridian Wealth Management
Kentucky
$5.51M -$17K -63 -0.3%
NOI
583
Newton One Investments
Delaware
$5.5M -$1.35K -5 -0%
DC
584
Davenport & Co
Virginia
$5.48M +$47.1K +174 +0.8%
DIA
585
Davidson Investment Advisors
Montana
$5.48M -$65.5K -242 -1%
IFA
586
Index Fund Advisors
California
$5.47M +$17.3K +64 +0.3%
CCM
587
Condor Capital Management
New Jersey
$5.47M -$136K -502 -2%
FHC
588
First Heartland Consultants
Missouri
$5.44M +$198K +731 +4%
XF
589
XML Financial
Maryland
$5.44M +$79.3K +293 +1%
PNFS
590
PW Nova Financial Services
Pennsylvania
$5.42M +$95.3K +352 +2%
SHF
591
Stage Harbor Financial
Massachusetts
$5.39M -$158K -584 -3%
MCWS
592
McKinley Carter Wealth Services
West Virginia
$5.39M -$225K -831 -4%
CWM
593
Cornerstone Wealth Management
Missouri
$5.35M +$198K +731 +4%
JFG
594
JMG Financial Group
Illinois
$5.33M +$155K +573 +3%
SPWM
595
Smith Partners Wealth Management
North Carolina
$5.3M -$345K -1,274 -6%
APC
596
Aspire Private Capital
North Carolina
$5.29M +$362K +1,337 +7%
BWG
597
Balanced Wealth Group
Ohio
$5.28M -$52.8K -195 -1%
KW
598
Keyvantage Wealth
Pennsylvania
$5.27M +$110K +408 +2%
BWP
599
Bernardo Wealth Planning
Pennsylvania
$5.25M +$130K +482 +2%
SAG
600
SageView Advisory Group
California
$5.23M -$248K -915 -4%