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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
626
Cedar Brook Financial Partners
Ohio
$409K +$451K +3,101 New
IWA
627
Inspirion Wealth Advisors
Illinois
$408K -$50.1K -344 -10%
CMO
628
Covenant Multifamily Offices
Texas
$404K
AWM
629
Avior Wealth Management
Nebraska
$404K +$44.7K +307 +11%
DWM
630
Doyle Wealth Management
Florida
$402K -$1.02K -7 -0.2%
BFM
631
Boston Financial Management
Massachusetts
$400K -$17.6K -121 -4%
VFP
632
Verus Financial Partners
Virginia
$400K
OSNBOA
633
Old Second National Bank of Aurora
Illinois
$398K +$76.1K +523 +21%
CFA
634
Carroll Financial Associates
North Carolina
$397K +$29.8K +205 +8%
SFWC
635
Strategic Family Wealth Counselors
New Jersey
$397K +$438K +3,011 New
LCM
636
Logan Capital Management
Pennsylvania
$396K -$14.6K -100 -3%
Prudential Financial
637
Prudential Financial
New Jersey
$393K +$211K +1,452 +95%
RWMH
638
Riverpoint Wealth Management Holdings
Illinois
$389K +$105K +724 +33%
NB
639
Nicolet Bankshares
Wisconsin
$389K +$124K +850 +41%
AIA
640
Alera Investment Advisors
Illinois
$389K +$429K +2,944 New
VV
641
Valentine Ventures
Oregon
$387K +$427K +2,935 New
FHA
642
First Horizon Advisors
Tennessee
$386K -$424K -2,911 -50%
FPGK
643
Financial Partners Group (Kansas)
Kansas
$384K +$437 +3 +0.1%
Janus Henderson Group
644
Janus Henderson Group
$379K -$1.15M -7,898 -73%
GAM
645
Griffin Asset Management
New York
$379K +$13.2K +91 +3%
NEGWA
646
New England Guild Wealth Advisors
Connecticut
$379K +$134K +921 +47%
UB
647
UMB Bank
Missouri
$378K -$115K -787 -22%
SWM
648
SeaCrest Wealth Management
New York
$378K -$11.1K -76 -3%
SFS
649
Strategic Financial Services
New York
$376K +$5.82K +40 +1%
PA
650
PFG Advisors
Arizona
$375K -$10.9K -75 -3%