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Vanguard Morningstar Small-Cap ETF

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