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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
MY Wealth Management
Maryland
$3.79M -$23.2K -97 -0.6%
LAM
652
Lynch Asset Management
Pennsylvania
$3.79M – – –
NFP
653
Narus Financial Partners
Utah
$3.79M +$59.7K +250 +1%
BL
654
Balentine LLC
Georgia
$3.79M +$3.75M +15,715 +1,152%
MWM
655
Modern Wealth Management
Kansas
$3.76M +$2.71M +11,361 +202%
ML
656
Mayport LLC
Massachusetts
$3.74M +$34.6K +145 +0.9%
CB
657
Chris Bulman
California
$3.74M -$135K -564 -3%
NL
658
NWAM LLC
Washington
$3.72M -$4.4M -18,422 -52%
FFL
659
Financial Freedom LLC
Ohio
$3.72M -$125K -523 -3%
BFS
660
BridgePort Financial Solutions
Iowa
$3.72M +$36.1K +151 +0.9%
WF
661
Warner Financial
Maryland
$3.67M -$329K -1,377 -8%
IFG
662
Independent Financial Group
California
$3.67M +$308K +1,288 +8%
SS
663
SBI Securities
Japan
$3.63M -$91.9K -385 -2%
GAM
664
Grandview Asset Management
Pennsylvania
$3.62M +$223K +934 +6%
KeyBank National Association
665
KeyBank National Association
Ohio
$3.61M -$330K -1,381 -8%
WWC
666
Waypoint Wealth Counsel
Georgia
$3.59M +$522K +2,184 +16%
PFPT
667
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.55M +$63.3K +265 +2%
FUBT
668
First United Bank & Trust
Maryland
$3.54M -$35.3K -148 -0.9%
GLA
669
Great Lakes Advisors
Illinois
$3.53M +$581K +2,431 +18%
GL
670
Graypoint LLC
New York
$3.52M -$121K -505 -3%
SWP
671
Summit Wealth Partners
Florida
$3.5M -$301K -1,259 -7%
SB
672
Strategic Blueprint
Georgia
$3.48M -$31.8K -133 -0.8%
CW
673
Cabot-Wellington
Massachusetts
$3.48M -$22.9K -96 -0.6%
CFA
674
CWS Financial Advisors
Michigan
$3.47M +$114K +479 +3%
MWM
675
Mittelman Wealth Management
Massachusetts
$3.47M +$797K +3,337 +27%