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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
701
Ameraudi Asset Management
New York
$1.45M +$104K +468 +8%
ACM
702
Azimuth Capital Management
Michigan
$1.44M +$222 +1 +0%
OWA
703
Outlook Wealth Advisors
Texas
$1.44M -$6.67K -30 -0.5%
WIA
704
World Investment Advisors
California
$1.44M +$304K +1,367 +26%
SFWC
705
Strategic Family Wealth Counselors
New Jersey
$1.43M +$26.2K +118 +2%
AP
706
Advisor Partners
California
$1.43M – – –
CMO
707
Covenant Multifamily Offices
Texas
$1.43M +$219K +986 +18%
SQA
708
Simon Quick Advisors
New Jersey
$1.42M +$94.9K +427 +7%
JCM
709
Jag Capital Management
Missouri
$1.42M – – –
SSB
710
Sandy Spring Bank
Maryland
$1.42M +$187K +842 +15%
SSWG
711
Seven Springs Wealth Group
Tennessee
$1.41M – – –
MIS
712
Morningstar Investment Services
Illinois
$1.41M -$187K -840 -12%
LPIC
713
LeJeune Puetz Investment Counsel
Michigan
$1.41M +$27.8K +125 +2%
FA
714
Flagstar Advisors
New York
$1.41M +$1.43M +6,427 New
IBOK
715
Independence Bank of Kentucky
Kentucky
$1.4M +$88.9K +400 +7%
CWM
716
Cabot Wealth Management
Massachusetts
$1.38M -$33.3K -150 -2%
AMM
717
American Money Management
California
$1.37M +$1.39M +6,250 New
TWA
718
TCI Wealth Advisors
Arizona
$1.36M +$71.4K +321 +5%
DP
719
Denver PWM
Colorado
$1.35M +$51.8K +233 +4%
IC
720
IEQ Capital
California
$1.35M +$36K +162 +3%
EPP
721
ETF Portfolio Partners
Kansas
$1.35M +$26.2K +118 +2%
KTA
722
Keeley-Teton Advisors
Illinois
$1.35M +$1.37M +6,173 New
SC
723
SouthState Corp
Florida
$1.34M -$72K -324 -5%
PG
724
Proffitt & Goodson
Tennessee
$1.32M +$667 +3 +0%
STB
725
S&T Bank
Pennsylvania
$1.31M -$48.7K -219 -4%