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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
726
CWS Financial Advisors
Michigan
$2.03M -$33.1K -175 -2%
FFN
727
Focus Financial Network
Minnesota
$2.02M +$271K +1,432 +16%
HF
728
Halpern Financial
Virginia
$2.02M +$1.84M +9,720 +2,337%
MFG
729
Merit Financial Group
Georgia
$2.01M -$93.9K -497 -5%
JPLA
730
Joseph P. Lucia & Associates
New York
$2.01M -$211K -1,117 -10%
RI
731
Ridgewood Investments
New Jersey
$2M +$102K +538 +6%
TI
732
Tidal Investments
Wisconsin
$1.99M +$1.89M +10,018 New
TF
733
Tompkins Financial
New York
$1.99M -$6.24K -33 -0.3%
EGWAG
734
Elwood & Goetz Wealth Advisory Group
Georgia
$1.99M
LAM
735
Lynch Asset Management
Pennsylvania
$1.99M
MFIMFI
736
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.99M
ACI
737
Alpha Cubed Investments
California
$1.98M -$361K -1,912 -16%
SFS
738
Security Financial Services
Indiana
$1.98M +$86.2K +456 +5%
DCM
739
Dimension Capital Management
Florida
$1.96M
CFA
740
Cahill Financial Advisors
Minnesota
$1.95M +$177K +936 +11%
CAM
741
Columbia Asset Management
Michigan
$1.95M +$70.1K +371 +4%
AFO
742
Arrowroot Family Office
California
$1.93M +$54.8K +290 +3%
WIM
743
Westside Investment Management
California
$1.93M +$22.7K +120 +1%
ML
744
Mayport LLC
Massachusetts
$1.93M -$1.32K -7 -0.1%
JFA
745
JNBA Financial Advisors
Minnesota
$1.92M -$14.6K -77 -0.8%
B
746
Bailard
California
$1.91M
TC
747
TownSquare Capital
Utah
$1.91M +$921K +4,874 +103%
TI
748
Truepoint Inc
Ohio
$1.91M +$4.91K +26 +0.3%
IFG
749
Independent Financial Group
California
$1.9M +$92.4K +489 +5%
GL
750
Graypoint LLC
New York
$1.9M -$241K -1,277 -12%