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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
Boyd Wealth Management
California
$1.62M
CFD
802
Creative Financial Designs
Indiana
$1.62M +$99K +497 +6%
WP
803
Wealthspan Partners
Iowa
$1.61M +$157K +787 +10%
CFGSD
804
Compass Financial Group (South Dakota)
South Dakota
$1.61M +$2.39K +12 +0.1%
FPCP
805
Fort Point Capital Partners
California
$1.59M +$419K +2,105 +33%
EPP
806
ETF Portfolio Partners
Kansas
$1.59M -$62.6K -314 -4%
STA
807
Summit Trail Advisors
New York
$1.58M -$4.78K -24 -0.3%
FNBOO
808
First National Bank of Omaha
Nebraska
$1.58M -$8.17K -41 -0.5%
MCA
809
Maryland Capital Advisors
Maryland
$1.57M -$50.4K -253 -3%
RVPG
810
Relative Value Partners Group
$1.57M +$1.4K +7 +0.1%
FFC
811
First Financial Corp
Indiana
$1.56M +$74.5K +374 +5%
ATC
812
Argent Trust Co
Tennessee
$1.55M +$193K +971 +13%
AIA
813
Angeles Investment Advisors
California
$1.55M -$802K -4,025 -33%
TCA
814
Transcend Capital Advisors
New Jersey
$1.54M +$47.4K +238 +3%
BC
815
Barrett & Company
Rhode Island
$1.53M +$267K +1,340 +20%
OFG
816
Oxford Financial Group
Indiana
$1.53M +$684K +3,433 +74%
HFW
817
Horizon Family Wealth
Illinois
$1.53M +$3.79K +19 +0.2%
WS
818
Wedbush Securities
California
$1.52M +$28.9K +145 +2%
CFO
819
Collective Family Office
Pennsylvania
$1.52M +$2.19K +11 +0.1%
ACM
820
AlphaStar Capital Management
North Carolina
$1.51M -$96.8K -486 -6%
FNBT
821
FineMark National Bank & Trust
Florida
$1.51M +$346K +1,738 +28%
IGWM
822
ICA Group Wealth Management
Colorado
$1.5M +$102K +514 +7%
ACIM
823
Azimuth Capital Investment Management
Michigan
$1.5M +$5.18K +26 +0.3%
APWM
824
Argonautica Private Wealth Management
Massachusetts
$1.48M +$6.18K +31 +0.4%
SSW
825
Stone Summit Wealth
Florida
$1.48M +$157K +786 +11%