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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
776
TritonPoint Wealth
Maryland
$3.33M +$257K +949 +8%
CFS
777
Coordinated Financial Services
Colorado
$3.32M +$44.7K +165 +1%
FPFC
778
Financial Planning Fort Collins
Colorado
$3.31M +$237K +875 +8%
AOWM
779
Asset One Wealth Management
Washington
$3.31M +$2.48M +9,181 +374%
EF
780
Empowered Funds
Pennsylvania
$3.29M +$3.4M +12,580 New
EDRH
781
Edmond de Rothschild Holding
Switzerland
$3.27M – – –
PFG
782
PAX Financial Group
Texas
$3.26M -$407K -1,503 -11%
RPGK
783
Retirement Planning Group (Kansas)
Kansas
$3.26M +$715K +2,643 +27%
HAG
784
HighPoint Advisor Group
Illinois
$3.25M +$109K +402 +3%
KHCM
785
Kirtland Hills Capital Management
Ohio
$3.24M -$685K -2,530 -18%
TF
786
Tandem Financial
Colorado
$3.22M +$3.33M +12,307 New
FF
787
Farnam Financial
Arizona
$3.21M +$15.2K +56 +0.5%
SSI
788
Scott & Selber Inc
Texas
$3.21M +$105K +387 +3%
CFD
789
Creative Financial Designs
Indiana
$3.2M -$76.3K -282 -2%
WCP
790
Wick Capital Partners
Pennsylvania
$3.18M -$69.5K -257 -2%
G
791
Gainplan
Michigan
$3.18M +$1.35M +4,991 +70%
EWM
792
Evermay Wealth Management
Virginia
$3.18M -$138K -510 -4%
NFG
793
Nadler Financial Group
Illinois
$3.17M -$965K -3,565 -23%
ASW
794
Astoria Strategic Wealth
Texas
$3.17M +$29.2K +108 +0.9%
CCWA
795
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.16M +$3.27M +12,075 New
EF
796
Envision Financial
Wisconsin
$3.16M -$31.7K -117 -1%
GSWM
797
Greenup Street Wealth Management
Michigan
$3.14M +$439K +1,622 +16%
SWASL
798
Spartan Wealth Advisory Services LLC
Michigan
$3.13M +$3.23M +11,944 New
CWA
799
Canvas Wealth Advisors
Kansas
$3.12M +$12.7K +47 +0.4%
AA
800
Alesco Advisors
New York
$3.12M -$175K -645 -5%