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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
701
Narus Financial Partners
Utah
$2.05M -$94.6K -488 -4%
GL
702
Graypoint LLC
New York
$2.05M -$360K -1,854 -15%
SEI Investments
703
SEI Investments
Pennsylvania
$2.04M -$194 -1 -0%
D
704
Dentgroup
Louisiana
$2.03M +$10.9K +56 +0.5%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$2.03M -$231K -1,193 -10%
SC
706
Sepio Capital
Utah
$2.03M -$329K -1,697 -14%
WWM
707
Windsor Wealth Management
Indiana
$2.02M +$430K +2,217 +26%
SWA
708
Strategies Wealth Advisors
Michigan
$2.02M -$36.8K -190 -2%
MFG
709
Merit Financial Group
Georgia
$2.01M +$322K +1,659 +19%
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$2M – – –
WTA
711
Washington Trust Advisors
Massachusetts
$1.99M -$99.5K -513 -5%
BCM
712
BTC Capital Management
Iowa
$1.99M – – –
VCM
713
Vivaldi Capital Management
Illinois
$1.98M -$221K -1,142 -10%
TFM
714
TFC Financial Management
Massachusetts
$1.97M +$51K +263 +3%
VCM
715
Viewpoint Capital Management
Washington
$1.97M – – –
SFWC
716
Strategic Family Wealth Counselors
New Jersey
$1.97M -$50.8K -262 -2%
CFA
717
CWS Financial Advisors
Michigan
$1.97M +$1.22M +6,281 +153%
RWA
718
Ropes Wealth Advisors
Massachusetts
$1.97M -$87.5K -451 -4%
LWP
719
Laurel Wealth Planning
Minnesota
$1.96M -$474K -2,443 -19%
FUBT
720
First United Bank & Trust
Maryland
$1.94M +$218K +1,122 +12%
BFG
721
Berger Financial Group
Minnesota
$1.94M +$69.2K +357 +4%
SFG
722
Sage Financial Group
Pennsylvania
$1.93M +$246K +1,271 +14%
SW
723
SkyOak Wealth
Michigan
$1.92M -$134K -691 -6%
BW
724
BIP Wealth
Georgia
$1.91M +$1.95M +10,054 New
TF
725
Tompkins Financial
New York
$1.9M +$93.9K +484 +5%