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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
601
May Barnhard Investments
Maryland
$4.54M +$269K +1,205 +7%
GG
602
Gleason Group
Kentucky
$4.53M -$24.3K -109 -0.6%
WA
603
Wealth Alliance
New York
$4.53M +$298K +1,338 +8%
RA
604
RFG Advisory
Alabama
$4.52M -$461K -2,066 -10%
FWS
605
FinDec Wealth Services
California
$4.49M -$324K -1,453 -7%
AWMM
606
Aegis Wealth Management (Maryland)
Maryland
$4.48M
CWM
607
Cornerstone Wealth Management
Missouri
$4.47M +$171K +765 +4%
MWM
608
McNaughton Wealth Management
California
$4.47M +$283K +1,268 +7%
BAMG
609
Brand Asset Management Group
Missouri
$4.42M +$1.3M +5,821 +45%
CB
610
Chris Bulman
California
$4.39M +$371K +1,665 +10%
CA
611
Claro Advisors
Massachusetts
$4.39M -$341K -1,527 -8%
CAWM
612
Capital Advisors Wealth Management
Washington
$4.37M +$3.7M +16,600 +895%
RBC
613
Roble Belko & Company
Pennsylvania
$4.36M -$199K -892 -5%
National Bank of Canada
614
National Bank of Canada
Quebec, Canada
$4.36M -$2.86M -12,807 -41%
FAIM
615
Financial Advocates Investment Management
Washington
$4.35M +$1.11M +4,967 +37%
FFC
616
First Financial Corp
Indiana
$4.34M +$150K +674 +4%
BRWA
617
B. Riley Wealth Advisors
Florida
$4.34M +$4.08M +18,306 New
COI
618
Connable Office Inc
Michigan
$4.29M +$153K +687 +4%
WPW
619
Waldron Private Wealth
Pennsylvania
$4.27M -$458K -2,055 -10%
BFS
620
BridgePort Financial Solutions
Iowa
$4.27M +$274K +1,229 +7%
CWM
621
Calamos Wealth Management
Illinois
$4.24M +$43.7K +196 +1%
LAM
622
Lynch Asset Management
Pennsylvania
$4.23M +$167K +750 +4%
MG
623
Mather Group
Illinois
$4.22M +$68.7K +308 +2%
CAI
624
Capital Advisors Inc
Oklahoma
$4.22M +$3.15M +14,127 +383%
TFS
625
Thoroughbred Financial Services
Tennessee
$4.21M -$430K -1,926 -10%