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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GL
701
Graypoint LLC
New York
$2.05M -$360K -1,854 -15%
SEI Investments
702
SEI Investments
Pennsylvania
$2.04M -$194 -1 -0%
D
703
Dentgroup
Louisiana
$2.03M +$10.9K +56 +0.5%
SYBT
704
Stock Yards Bank & Trust
Kentucky
$2.03M -$231K -1,193 -10%
SC
705
Sepio Capital
Utah
$2.03M -$329K -1,697 -14%
WWM
706
Windsor Wealth Management
Indiana
$2.02M +$430K +2,217 +26%
SWA
707
Strategies Wealth Advisors
Michigan
$2.02M -$36.8K -190 -2%
MFG
708
Merit Financial Group
Georgia
$2.01M +$322K +1,659 +19%
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$2M
WTA
710
Washington Trust Advisors
Massachusetts
$1.99M -$99.5K -513 -5%
BCM
711
BTC Capital Management
Iowa
$1.99M
VCM
712
Vivaldi Capital Management
Illinois
$1.98M -$221K -1,142 -10%
TFM
713
TFC Financial Management
Massachusetts
$1.97M +$51K +263 +3%
VCM
714
Viewpoint Capital Management
Washington
$1.97M
SFWC
715
Strategic Family Wealth Counselors
New Jersey
$1.97M -$50.8K -262 -2%
CFA
716
CWS Financial Advisors
Michigan
$1.97M +$1.22M +6,281 +153%
RWA
717
Ropes Wealth Advisors
Massachusetts
$1.97M -$87.5K -451 -4%
LWP
718
Laurel Wealth Planning
Minnesota
$1.96M -$474K -2,443 -19%
FUBT
719
First United Bank & Trust
Maryland
$1.94M +$218K +1,122 +12%
BFG
720
Berger Financial Group
Minnesota
$1.94M +$69.2K +357 +4%
SFG
721
Sage Financial Group
Pennsylvania
$1.93M +$246K +1,271 +14%
SW
722
SkyOak Wealth
Michigan
$1.92M -$134K -691 -6%
BW
723
BIP Wealth
Georgia
$1.91M +$1.95M +10,054 New
TF
724
Tompkins Financial
New York
$1.9M +$93.9K +484 +5%
EGWAG
725
Elwood & Goetz Wealth Advisory Group
Georgia
$1.9M -$10.3K -53 -0.5%