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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
701
Azimuth Capital Management
Michigan
$1.48M +$27.7K +125 +2%
SIS
702
SVB Investment Services
Utah
$1.48M -$39.7K -179 -3%
AP
703
Advisor Partners
California
$1.47M – – –
RFA
704
Radnor Financial Advisors
Pennsylvania
$1.47M +$8.86K +40 +0.6%
JCM
705
Jag Capital Management
Missouri
$1.46M – – –
CWM
706
Cabot Wealth Management
Massachusetts
$1.46M – – –
SC
707
SouthState Corp
Florida
$1.46M +$71.6K +323 +5%
SWA
708
Sutton Wealth Advisors
Florida
$1.46M +$291K +1,313 +26%
SSWG
709
Seven Springs Wealth Group
Tennessee
$1.46M – – –
SFWC
710
Strategic Family Wealth Counselors
New Jersey
$1.45M +$55.6K +251 +4%
MWM
711
Meridian Wealth Management
Kentucky
$1.44M +$150K +678 +12%
PFS
712
Prospera Financial Services
Texas
$1.43M +$135K +608 +11%
Wealth Enhancement Advisory Services
713
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$166K -747 -10%
LPIC
714
LeJeune Puetz Investment Counsel
Michigan
$1.42M – – –
AC
715
Avestar Capital
New York
$1.41M +$150K +679 +12%
STB
716
S&T Bank
Pennsylvania
$1.4M – – –
AAM
717
Ameraudi Asset Management
New York
$1.39M -$101K -455 -7%
LSAG
718
Lake Street Advisors Group
New Hampshire
$1.37M +$31K +140 +2%
SQA
719
Simon Quick Advisors
New Jersey
$1.36M +$136K +612 +11%
EPP
720
ETF Portfolio Partners
Kansas
$1.36M +$149K +672 +12%
IC
721
IEQ Capital
California
$1.36M -$991K -4,474 -43%
PG
722
Proffitt & Goodson
Tennessee
$1.36M +$6.43K +29 +0.5%
DP
723
Denver PWM
Colorado
$1.35M +$1.32M +5,961 New
IBOK
724
Independence Bank of Kentucky
Kentucky
$1.35M +$8.42K +38 +0.6%
JAG
725
Journey Advisory Group
Kentucky
$1.34M -$27.9K -126 -2%