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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
776
Partners in Financial Planning
Virginia
$1.29M +$359K +1,904 +39%
MAM
777
Meeder Asset Management
Ohio
$1.28M +$1.13M +5,989 +393%
BS
778
Boenning & Scattergood
Pennsylvania
$1.28M +$705K +3,733 +100%
TI
779
Truepoint Inc
Ohio
$1.27M -$17K -90 -1%
IC
780
IEQ Capital
California
$1.25M +$128K +677 +10%
PIA
781
Pinion Investment Advisors
Kansas
$1.25M +$81.2K +430 +6%
GWMIA
782
Global Wealth Management Investment Advisory
Florida
$1.24M -$12.7K -67 -0.9%
AWM
783
Avior Wealth Management
Nebraska
$1.24M -$180K -953 -11%
SNBOSCI
784
Security National Bank of Sioux City Iowa
Iowa
$1.22M +$107K +567 +9%
VFP
785
Verus Financial Partners
Virginia
$1.22M +$34.2K +181 +3%
FPIS
786
Financial Planning & Information Services
Wisconsin
$1.22M -$8.69K -46 -0.6%
WP
787
WMS Partners
Maryland
$1.21M +$288K +1,523 +27%
YIH
788
Y-Intercept (HK)
Hong Kong
$1.2M +$1.33M +7,047 New
CCP
789
Clarkston Capital Partners
Michigan
$1.2M
LPIC
790
LeJeune Puetz Investment Counsel
Michigan
$1.2M +$47.2K +250 +4%
NEPWA
791
New England Private Wealth Advisors
Massachusetts
$1.19M -$189K -1,002 -13%
ODIJL
792
One Day In July LLC
Vermont
$1.19M +$6.42K +34 +0.5%
PCM
793
Parsons Capital Management
Rhode Island
$1.19M +$5.29K +28 +0.4%
RBC
794
Romano Brothers & Co
Illinois
$1.19M +$1.31M +6,936 New
BC
795
Barrett & Company
Rhode Island
$1.18M +$1.21M +6,432 New
AP
796
Adero Partners
California
$1.18M +$1M +5,302 +417%
Carson Wealth (CWM LLC)
797
Carson Wealth (CWM LLC)
Nebraska
$1.18M -$18.3K -97 -1%
B
798
Brightworth
Georgia
$1.17M +$414K +2,195 +47%
KF
799
Krilogy Financial
Missouri
$1.16M +$352K +1,866 +38%
MI
800
Moneywise Inc
Virginia
$1.16M +$15.3K +81 +1%