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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
776
SouthState Corp
Florida
$2.21M +$670K +3,050 +43%
BC
777
Barrett & Company
Rhode Island
$2.21M +$2.22M +10,126 New
EFG
778
Embree Financial Group
Illinois
$2.2M -$88.3K -402 -4%
BFG
779
Berger Financial Group
Minnesota
$2.2M -$196K -891 -8%
FCM
780
Family Capital Management
Michigan
$2.2M +$85K +387 +4%
DWM
781
Dechtman Wealth Management
Colorado
$2.2M +$2.21M +10,083 New
TW
782
Traveka Wealth
California
$2.2M -$65.9K -300 -3%
Vontobel Holding
783
Vontobel Holding
Switzerland
$2.18M -$60.6K -276 -3%
MFIMFI
784
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.18M – – –
WAG
785
Wiser Advisor Group
Arizona
$2.17M -$33.8K -154 -2%
MAM
786
Marquette Asset Management
Minnesota
$2.17M -$20.2K -92 -0.9%
VCM
787
Vivaldi Capital Management
Illinois
$2.16M -$1.98K -9 -0.1%
CIA
788
Choate Investment Advisors
Massachusetts
$2.15M – – –
SFS
789
Security Financial Services
Indiana
$2.15M -$38.6K -176 -2%
EGWAG
790
Elwood & Goetz Wealth Advisory Group
Georgia
$2.11M -$166K -755 -7%
AF
791
Advisornet Financial
Minnesota
$2.1M -$174K -793 -8%
PWP
792
Principle Wealth Partners
Connecticut
$2.1M -$441K -2,010 -17%
DWP
793
Destiny Wealth Partners
Florida
$2.1M -$12.7K -58 -0.6%
WIM
794
Westside Investment Management
California
$2.09M -$22K -100 -1%
RWP
795
Revolve Wealth Partners
New Jersey
$2.08M -$83.9K -382 -4%
JPLA
796
Joseph P. Lucia & Associates
New York
$2.07M -$201K -916 -9%
ACA
797
Affinity Capital Advisors
California
$2.07M -$3.29K -15 -0.2%
IWM
798
IHT Wealth Management
Illinois
$2.07M -$23.1K -105 -1%
LEA
799
Legacy Edge Advisors
New York
$2.07M +$368K +1,676 +21%
WP
800
Wealthspan Partners
Iowa
$2.07M +$25.5K +116 +1%