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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORG
651
Optimist Retirement Group
Washington
$4.27M +$71.2K +287 +2%
LWM
652
LongView Wealth Management
Georgia
$4.24M +$493K +1,986 +14%
VFA
653
Valeo Financial Advisors
Indiana
$4.24M +$155K +625 +4%
CA
654
Clune & Associates
Illinois
$4.23M +$434K +1,748 +12%
VAM
655
Virtue Asset Management
Illinois
$4.23M +$4.12M +16,620 New
AAS
656
Ameritas Advisory Services
Nebraska
$4.2M -$11.5M -46,500 -74%
PCIA
657
Prime Capital Investment Advisors
Kansas
$4.2M +$50.3K +203 +1%
HTWM
658
Hartmann Taylor Wealth Management
Texas
$4.18M -$110K -444 -3%
EWP
659
Equity Wealth Partners
Missouri
$4.17M +$4.07M +16,415 New
FFL
660
Financial Freedom LLC
Ohio
$4.14M -$79.6K -321 -2%
MOS
661
MGO One Seven
Ohio
$4.1M +$333K +1,343 +9%
FRA
662
Frank Rimerman Advisors
California
$4.1M -$496 -2 -0%
IFG
663
Independent Financial Group
California
$4.1M +$135K +545 +3%
TA
664
TFB Advisors
Kansas
$4.09M +$538K +2,169 +16%
ML
665
Mayport LLC
Massachusetts
$4.05M -$102K -410 -3%
SWM
666
Sagace Wealth Management
Florida
$4.04M +$190K +768 +5%
WWC
667
Waypoint Wealth Counsel
Georgia
$4.04M +$11.7K +47 +0.3%
PIAS
668
PCA Investment Advisory Services
Ohio
$3.99M +$521K +2,099 +15%
RFP
669
Root Financial Partners
California
$3.98M +$1.64M +6,628 +74%
Jane Street
670
Jane Street
New York
$3.97M +$1.39M +5,588 +56%
BBWP
671
Beacon Bridge Wealth Partners
Pennsylvania
$3.97M +$59.5K +240 +2%
ABWM
672
Alpine Bank Wealth Management
Colorado
$3.95M -$122K -490 -3%
NFG
673
Nadler Financial Group
Illinois
$3.95M -$288K -1,160 -7%
VT
674
Vise Technologies
New York
$3.94M +$534K +2,152 +16%
GAM
675
Grandview Asset Management
Pennsylvania
$3.94M -$63.5K -256 -2%