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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Meridian Wealth Management
Kentucky
$3.07M +$91.5K +475 +3%
MPW
652
MA Private Wealth
California
$3.05M -$719K -3,734 -21%
WWC
653
Waypoint Wealth Counsel
Georgia
$3.05M -$81.5K -423 -3%
WFA
654
West Financial Advisors
Iowa
$3.04M -$204K -1,057 -7%
AG
655
Ascent Group
Virginia
$3.04M -$28.9K -150 -1%
GPWA
656
Great Point Wealth Advisors
Massachusetts
$3.03M – – –
PFG
657
Pinnacle Financial Group
Illinois
$3.02M +$208K +1,080 +8%
WF
658
Warner Financial
Maryland
$3.02M +$165K +857 +6%
IRAG
659
Investment Research & Advisory Group
Georgia
$3.02M +$151K +786 +6%
GJIA
660
Glass Jacobson Investment Advisors
Maryland
$3.01M +$347K +1,802 +15%
CA
661
CoreCap Advisors
Michigan
$2.99M +$371K +1,925 +16%
RPCONE
662
Retirement Planning Company of New England
Rhode Island
$2.99M +$80.9K +420 +3%
MF
663
Meridian Financial
Massachusetts
$2.99M -$1.73K -9 -0.1%
FC
664
Forte Capital
New York
$2.99M -$3.24M -16,820 -55%
DWM
665
Dakota Wealth Management
Florida
$2.98M +$127K +657 +5%
ME
666
McIlrath & Eck
Washington
$2.98M +$281K +1,458 +12%
AFP
667
Ausdal Financial Partners
Iowa
$2.96M +$45.7K +237 +2%
FWS
668
FinDec Wealth Services
California
$2.95M -$646K -3,351 -19%
FRA
669
Frank Rimerman Advisors
California
$2.95M – – –
SCM
670
SOL Capital Management
Maryland
$2.95M +$434K +2,254 +19%
KCM
671
Kennicott Capital Management
California
$2.93M -$249K -1,293 -9%
BFA
672
Bragg Financial Advisors
North Carolina
$2.92M -$33.5K -174 -1%
SF
673
Synovus Financial
Georgia
$2.91M -$97.9K -508 -4%
HT
674
Heritage Trust
Oklahoma
$2.91M +$118K +614 +5%
OCM
675
Objective Capital Management
Ohio
$2.91M +$188K +978 +8%