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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORG
651
Optimist Retirement Group
Washington
$3.91M -$194K -868 -5%
SS
652
SBI Securities
Japan
$3.89M +$7.81K +35 +0.2%
ML
653
Mayport LLC
Massachusetts
$3.87M -$124K -554 -3%
PCIA
654
Prime Capital Investment Advisors
Kansas
$3.86M -$875K -3,921 -19%
FRA
655
Frank Rimerman Advisors
California
$3.82M +$379K +1,697 +12%
VFA
656
Valeo Financial Advisors
Indiana
$3.8M +$117K +523 +3%
ABWM
657
Alpine Bank Wealth Management
Colorado
$3.8M -$1.03M -4,630 -22%
SWA
658
Sax Wealth Advisors
New Jersey
$3.78M -$601K -2,692 -14%
WWC
659
Waypoint Wealth Counsel
Georgia
$3.75M -$85.7K -384 -2%
CFA
660
CWS Financial Advisors
Michigan
$3.74M +$25K +112 +0.7%
GAM
661
Grandview Asset Management
Pennsylvania
$3.73M -$133K -598 -4%
CFG
662
Carr Financial Group
Massachusetts
$3.73M +$774K +3,470 +28%
IFG
663
Independent Financial Group
California
$3.69M -$215K -963 -6%
SEI Investments
664
SEI Investments
Pennsylvania
$3.68M +$887K +3,978 +34%
BAM
665
Belpointe Asset Management
Nevada
$3.67M +$1.34M +6,006 +63%
FPCP
666
Fort Point Capital Partners
California
$3.67M +$199K +891 +6%
BBWP
667
Beacon Bridge Wealth Partners
Pennsylvania
$3.65M +$87.2K +391 +3%
CCA
668
Checchi Capital Advisers
California
$3.64M -$52.9K -237 -2%
ACI
669
Alpha Cubed Investments
California
$3.62M -$21.5M -96,316 -86%
AO
670
Advisor OS
Illinois
$3.59M +$363K +1,627 +12%
SWM
671
Sagace Wealth Management
Florida
$3.59M -$1.7M -7,632 -34%
EAM
672
Evanson Asset Management
California
$3.57M +$1.42M +6,343 +73%
KPWG
673
KFA Private Wealth Group
Virginia
$3.54M -$7.14K -32 -0.2%
SC
674
Stephens Consulting
Michigan
$3.53M +$4.68K +21 +0.1%
CA
675
Clune & Associates
Illinois
$3.53M +$87K +390 +3%