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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
776
Meridian Wealth Partners
Pennsylvania
$1.12M +$49.4K +223 +5%
TFF
777
The Family Firm
Maryland
$1.12M +$2.66K +12 +0.2%
WSFS
778
Wilmington Savings Fund Society
Delaware
$1.11M -$4.43K -20 -0.4%
SS
779
Simplicity Solutions
Minnesota
$1.11M -$66.7K -301 -6%
Carson Wealth (CWM LLC)
780
Carson Wealth (CWM LLC)
Nebraska
$1.11M – – –
KF
781
Krilogy Financial
Missouri
$1.11M +$114K +516 +12%
LWM
782
Lyell Wealth Management
California
$1.11M +$72K +325 +7%
SWA
783
Stratos Wealth Advisors
Ohio
$1.1M +$615K +2,777 +132%
DFA
784
Delta Financial Advisors
Louisiana
$1.1M +$9.97K +45 +0.9%
WF
785
Welch & Forbes
Massachusetts
$1.09M – – –
PIFP
786
Partners in Financial Planning
Virginia
$1.08M +$1.07M +4,806 New
SIC
787
Sigma Investment Counselors
Michigan
$1.08M – – –
DSA
788
Droms Strauss Advisors
Missouri
$1.07M +$21.1K +95 +2%
TP
789
Tranquility Partners
Tennessee
$1.07M +$41.9K +189 +4%
BFS
790
Bradley Foster & Sargent
Connecticut
$1.07M +$17.7K +80 +2%
SG
791
Somerset Group
Minnesota
$1.07M +$6.65K +30 +0.6%
FA
792
Forefront Analytics
Pennsylvania
$1.06M +$2.66K +12 +0.3%
RFN
793
RDA Financial Network
Iowa
$1.06M -$17.7K -80 -2%
MWA
794
MFA Wealth Advisors
Pennsylvania
$1.06M -$4.88K -22 -0.5%
CTA
795
Colonial Trust Advisors
South Carolina
$1.06M +$210K +949 +25%
PIA
796
Pinion Investment Advisors
Kansas
$1.06M +$94.8K +428 +10%
SNBOSCI
797
Security National Bank of Sioux City Iowa
Iowa
$1.05M +$614K +2,769 +145%
CCMD
798
Cypress Capital Management (Delaware)
Delaware
$1.05M -$48.8K -220 -5%
DACG
799
Donor Advised Charitable Giving
California
$1.05M +$174K +786 +20%
BFA
800
Beacon Financial Advisory
Ohio
$1.05M +$174K +787 +20%