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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
601
KFA Private Wealth Group
Virginia
$3.83M +$187K +869 +5%
TFS
602
Thoroughbred Financial Services
Tennessee
$3.83M -$395K -1,834 -10%
OFS
603
Orrstown Financial Services
Pennsylvania
$3.82M +$1.95M +9,057 +118%
Citadel Advisors
604
Citadel Advisors
Florida
$3.8M +$3.57M +16,609 New
ML
605
Mayport LLC
Massachusetts
$3.79M +$39.8K +185 +1%
MWM
606
MY Wealth Management
Maryland
$3.78M -$559K -2,599 -14%
HI
607
Harbour Investments
Wisconsin
$3.73M +$315K +1,463 +10%
MSFS
608
Main Street Financial Solutions
Pennsylvania
$3.73M -$2.95M -13,736 -46%
WA
609
Wealth Alliance
New York
$3.72M -$72.1K -335 -2%
WI
610
WBI Investments
New Jersey
$3.7M -$7.32M -34,008 -68%
FHA
611
First Horizon Advisors
Tennessee
$3.68M -$213K -988 -6%
MFG
612
Magnus Financial Group
New York
$3.67M -$87.1K -405 -2%
ODIJL
613
One Day In July LLC
Vermont
$3.66M +$48K +223 +1%
CCA
614
Checchi Capital Advisers
California
$3.64M -$468K -2,177 -12%
AWM
615
Avior Wealth Management
Nebraska
$3.64M +$1.27M +5,907 +59%
FI
616
Financial Insights
Washington
$3.63M -$452K -2,103 -12%
WPW
617
Waldron Private Wealth
Pennsylvania
$3.62M – – –
SFPM
618
Sensible Financial Planning & Management
Massachusetts
$3.62M +$302K +1,405 +10%
MWP
619
MYCIO Wealth Partners
Pennsylvania
$3.6M +$4.52K +21 +0.1%
IIC
620
Ironwood Investment Counsel
Arizona
$3.59M -$142K -660 -4%
RFA
621
RTD Financial Advisors
Pennsylvania
$3.58M -$250K -1,164 -7%
SFB
622
STAR Financial Bank
Indiana
$3.55M +$48.8K +227 +1%
SC
623
Stephens Consulting
Michigan
$3.55M +$82.8K +385 +3%
MAS
624
Meeder Advisory Services
Ohio
$3.52M +$180K +839 +6%
KWA
625
Kingswood Wealth Advisors
California
$3.51M -$1.51M -7,007 -31%