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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
626
Neuberger Berman Group
New York
$4.47M +$2.61M +10,512 +149%
CPRC
627
Consolidated Portfolio Review Corp
New York
$4.45M -$569K -2,293 -12%
FFA
628
Frazier Financial Advisors
Ohio
$4.44M -$32.7K -132 -0.8%
VW
629
Veridan Wealth
Oregon
$4.44M +$4.33M +17,466 New
ODIJL
630
One Day In July LLC
Vermont
$4.43M -$29.3K -118 -0.7%
MAG
631
Mokosak Advisory Group
Iowa
$4.42M +$9.92K +40 +0.2%
TFS
632
Thoroughbred Financial Services
Tennessee
$4.41M -$111K -447 -3%
EPW
633
Endeavor Private Wealth
Kansas
$4.41M +$4.28M +17,275 New
CA
634
CoreCap Advisors
Michigan
$4.4M -$9.49M -38,249 -69%
RSWM
635
Robertson Stephens Wealth Management
California
$4.38M -$4.35M -17,531 -51%
MWM
636
MY Wealth Management
Maryland
$4.37M +$43.6K +176 +1%
CFA
637
CWS Financial Advisors
Michigan
$4.36M +$343K +1,385 +9%
COI
638
Connable Office Inc
Michigan
$4.35M -$240K -969 -5%
MG
639
Mather Group
Illinois
$4.34M -$183K -737 -4%
BL
640
Balentine LLC
Georgia
$4.34M
WGS
641
Washington Growth Strategies
District of Columbia
$4.34M -$155K -623 -4%
MFG
642
Magnus Financial Group
New York
$4.33M -$160K -644 -4%
BAM
643
Belpointe Asset Management
Nevada
$4.33M +$381K +1,537 +10%
MWM
644
Mittelman Wealth Management
Massachusetts
$4.31M -$1.4M -5,649 -25%
MAM
645
Mystic Asset Management
Rhode Island
$4.31M -$26.8K -108 -0.6%
MWM
646
Modern Wealth Management
Kansas
$4.3M -$208K -839 -5%
LFG
647
Larson Financial Group
Missouri
$4.29M -$952K -3,837 -19%
KeyBank National Association
648
KeyBank National Association
Ohio
$4.28M -$15.1K -61 -0.4%
G
649
GenTrust
Florida
$4.28M -$204K -823 -5%
AMBIA
650
Allen Mooney & Barnes Investment Advisors
Georgia
$4.28M -$18.1K -73 -0.4%