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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
751
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M – – –
DWP
752
Destiny Wealth Partners
Florida
$1.77M +$87.3K +450 +5%
EWA
753
Encompass Wealth Advisors
Oregon
$1.73M -$38K -196 -2%
CM
754
Columbus Macro
Pennsylvania
$1.73M – – –
FA
755
FDx Advisors
Illinois
$1.73M – – –
IFG
756
Independent Financial Group
California
$1.72M +$183K +945 +12%
SLWA
757
San Luis Wealth Advisors
California
$1.72M +$1.76M +9,071 New
ME
758
McIlrath & Eck
Washington
$1.72M +$308K +1,588 +21%
BHWM
759
Beaird Harris Wealth Management
Texas
$1.7M -$11.6K -60 -0.7%
LWM
760
Liberty Wealth Management
California
$1.69M +$1.73M +8,897 New
MOS
761
MGO One Seven
Ohio
$1.68M -$111K -573 -6%
CFA
762
Cahill Financial Advisors
Minnesota
$1.68M +$79.1K +408 +5%
IRAG
763
Investment Research & Advisory Group
Georgia
$1.68M -$2.28M -11,768 -57%
PWP
764
Principle Wealth Partners
Connecticut
$1.68M -$982K -5,066 -36%
MA
765
MONECO Advisors
Connecticut
$1.67M -$103K -529 -6%
AIM
766
Anchor Investment Management
South Carolina
$1.66M +$25K +129 +1%
FNBOO
767
First National Bank of Omaha
Nebraska
$1.66M -$259K -1,338 -13%
MCA
768
Maryland Capital Advisors
Maryland
$1.66M -$110K -566 -6%
CFGSD
769
Compass Financial Group (South Dakota)
South Dakota
$1.65M -$776 -4 -0%
FFN
770
Focus Financial Network
Minnesota
$1.65M +$1.69M +8,710 New
CGPCS
771
Capital Group Private Client Services
California
$1.65M -$397K -2,049 -19%
SFG
772
StrategIQ Financial Group
Indiana
$1.64M – – –
PPFA
773
Provida Pension Fund Administrator
Chile
$1.63M – – –
MAM
774
McLean Asset Management
Virginia
$1.63M -$611K -3,153 -27%
KFA
775
Kelleher Financial Advisors
New York
$1.62M +$561K +2,895 +51%