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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
801
Strategic Family Wealth Counselors
New Jersey
$3.57M +$177K +616 +6%
DIG
802
Daniel Investment Group
Michigan
$3.55M +$3.36M +11,725 New
BWM
803
Boyd Wealth Management
California
$3.54M -$10.9K -38 -0.3%
BAM
804
BOS Asset Management
Illinois
$3.52M +$12K +42 +0.4%
BFG
805
Baron Financial Group
New Jersey
$3.52M +$18.3K +64 +0.6%
DT
806
Diversified Trust
Tennessee
$3.51M +$40.1K +140 +1%
FGWP
807
Founders Grove Wealth Partners
Virginia
$3.51M -$2.87K -10 -0.1%
HCP
808
Hexagon Capital Partners
Arkansas
$3.5M -$403K -1,405 -11%
PFG
809
PAX Financial Group
Texas
$3.5M -$261K -909 -7%
AOWM
810
Asset One Wealth Management
Washington
$3.49M +$35.8K +125 +1%
CWA
811
Canvas Wealth Advisors
Kansas
$3.49M -$118K -412 -3%
FNBOO
812
First National Bank of Omaha
Nebraska
$3.48M – – –
KHCM
813
Kirtland Hills Capital Management
Ohio
$3.47M +$17.8K +62 +0.5%
R
814
Rebalance
California
$3.47M -$39.8K -139 -1%
WTA
815
Washington Trust Advisors
Massachusetts
$3.46M -$5.73K -20 -0.2%
WS
816
Wilian Securities
Minnesota
$3.46M +$3.27M +11,413 New
AA
817
Alesco Advisors
New York
$3.45M -$154K -536 -5%
BRWA
818
B. Riley Wealth Advisors
Florida
$3.43M -$25.8K -90 -0.8%
RFP
819
Roth Financial Partners
Texas
$3.43M -$24.4K -85 -0.7%
GGS
820
Galvin Gaustad & Stein
Arizona
$3.42M -$74.5K -260 -2%
SW
821
SkyOak Wealth
Michigan
$3.4M +$16.3K +57 +0.5%
SMC
822
Smith, Moore & Co
Missouri
$3.4M -$2.29K -8 -0.1%
GWA
823
Gibson Wealth Advisors
Texas
$3.4M -$91.1K -318 -3%
GLLW
824
Graves Light Lenhart Wealth
Virginia
$3.39M -$4.01K -14 -0.1%
BWA
825
Beam Wealth Advisors
Louisiana
$3.38M -$35.5K -124 -1%