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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
726
Capital Group Private Client Services
California
$2.52M +$456K +2,367 +25%
Fiera Capital (Canada)
727
Fiera Capital (Canada)
Quebec, Canada
$2.51M +$1.28M +6,644 +130%
ASG
728
Ariston Services Group
California
$2.49M +$2.25M +11,662 New
OWA
729
Octavia Wealth Advisors
Ohio
$2.49M -$45.7K -237 -2%
FA
730
Flagstar Advisors
New York
$2.46M +$250K +1,296 +13%
FAIM
731
Financial Advocates Investment Management
Washington
$2.46M +$1.35M +7,010 +155%
CI
732
Cordant Inc
Oregon
$2.46M -$163K -847 -7%
PWP
733
Principle Wealth Partners
Connecticut
$2.46M -$132K -684 -6%
PA
734
Procyon Advisors
Connecticut
$2.42M -$93.8K -487 -4%
TFM
735
TFC Financial Management
Massachusetts
$2.42M +$101K +522 +5%
GSIS
736
Global Strategic Investment Solutions
Arizona
$2.42M -$309K -1,605 -12%
Koshinski Asset Management
737
Koshinski Asset Management
Illinois
$2.42M -$8.17M -42,397 -79%
MBI
738
May Barnhard Investments
Maryland
$2.42M +$2.18M +11,333 New
EWM
739
Evermay Wealth Management
Virginia
$2.41M -$150K -780 -6%
WI
740
Wintrust Investments
Illinois
$2.4M -$23.5K -122 -1%
RA
741
RFG Advisory
Alabama
$2.4M +$421K +2,186 +24%
GLLW
742
Graves Light Lenhart Wealth
Virginia
$2.4M -$35.3K -183 -2%
WP
743
WealthSource Partners
California
$2.4M -$155K -805 -7%
KA
744
Klingman & Associates
New York
$2.39M -$149K -774 -6%
MFT
745
Moisand Fitzgerald Tamayo
Florida
$2.38M -$124K -645 -5%
TF
746
Tompkins Financial
New York
$2.36M +$269K +1,397 +14%
HFAS
747
Hummer Financial Advisory Services
Illinois
$2.35M
SEI Investments
748
SEI Investments
Pennsylvania
$2.35M +$77.1K +400 +4%
TI
749
Tidal Investments
Wisconsin
$2.35M +$35.8K +186 +2%
BWM
750
Brickley Wealth Management
California
$2.35M +$18.5K +96 +0.9%