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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
651
Narus Financial Partners
Utah
$3.79M +$59.7K +250 +1%
BL
652
Balentine LLC
Georgia
$3.79M +$3.75M +15,715 +1,152%
MWM
653
Modern Wealth Management
Kansas
$3.76M +$2.71M +11,361 +202%
ML
654
Mayport LLC
Massachusetts
$3.74M +$34.6K +145 +0.9%
CB
655
Chris Bulman
California
$3.74M -$135K -564 -3%
NL
656
NWAM LLC
Washington
$3.72M -$4.4M -18,422 -52%
FFL
657
Financial Freedom LLC
Ohio
$3.72M -$125K -523 -3%
BFS
658
BridgePort Financial Solutions
Iowa
$3.72M +$36.1K +151 +0.9%
WF
659
Warner Financial
Maryland
$3.67M -$329K -1,377 -8%
IFG
660
Independent Financial Group
California
$3.67M +$308K +1,288 +8%
SS
661
SBI Securities
Japan
$3.63M -$91.9K -385 -2%
GAM
662
Grandview Asset Management
Pennsylvania
$3.62M +$223K +934 +6%
KeyBank National Association
663
KeyBank National Association
Ohio
$3.61M -$330K -1,381 -8%
WWC
664
Waypoint Wealth Counsel
Georgia
$3.59M +$522K +2,184 +16%
PFPT
665
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.55M +$63.3K +265 +2%
FUBT
666
First United Bank & Trust
Maryland
$3.54M -$35.3K -148 -0.9%
GLA
667
Great Lakes Advisors
Illinois
$3.53M +$581K +2,431 +18%
GL
668
Graypoint LLC
New York
$3.52M -$121K -505 -3%
SWP
669
Summit Wealth Partners
Florida
$3.5M -$301K -1,259 -7%
SB
670
Strategic Blueprint
Georgia
$3.48M -$31.8K -133 -0.8%
CW
671
Cabot-Wellington
Massachusetts
$3.48M -$22.9K -96 -0.6%
CFA
672
CWS Financial Advisors
Michigan
$3.47M +$114K +479 +3%
MWM
673
Mittelman Wealth Management
Massachusetts
$3.47M +$797K +3,337 +27%
CCA
674
Checchi Capital Advisers
California
$3.45M -$436K -1,827 -10%
VFA
675
Valeo Financial Advisors
Indiana
$3.44M +$238K +998 +7%