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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMRF
801
Michelson Medical Research Foundation
California
$2.44M – – –
RCM
802
Radnor Capital Management
Pennsylvania
$2.44M – – –
NEPWA
803
New England Private Wealth Advisors
Massachusetts
$2.44M -$155K -648 -6%
MA
804
Mosaic Advisors
Texas
$2.43M -$996K -4,172 -28%
SMC
805
Smith, Moore & Co
Missouri
$2.43M -$164K -686 -6%
LPP
806
Life Planning Partners
Florida
$2.43M +$16.7K +70 +0.6%
MSFS
807
Main Street Financial Solutions
Pennsylvania
$2.43M -$849K -3,557 -25%
SWM
808
Spire Wealth Management
Virginia
$2.42M -$7.2M -30,147 -73%
PWS
809
Precision Wealth Strategies
Missouri
$2.42M +$2.61M +10,921 New
CFD
810
Creative Financial Designs
Indiana
$2.42M +$67.6K +283 +3%
PWP
811
Perfromance Wealth Partners
Illinois
$2.39M +$181K +758 +8%
DOA
812
D'Orazio & Associates
Virginia
$2.39M -$262K -1,097 -9%
Tudor Investment Corp
813
Tudor Investment Corp
Connecticut
$2.38M +$2.57M +10,754 New
HIW
814
Holos Integrated Wealth
Pennsylvania
$2.38M -$5.42M -22,696 -68%
GLLW
815
Graves Light Lenhart Wealth
Virginia
$2.37M +$6.45K +27 +0.3%
KA
816
Klingman & Associates
New York
$2.36M -$75K -314 -3%
CWM
817
Cranbrook Wealth Management
Michigan
$2.36M -$155K -651 -6%
EWM
818
Evermay Wealth Management
Virginia
$2.36M +$91.9K +385 +4%
TWM
819
Tanager Wealth Management
United Kingdom
$2.36M -$36.8K -154 -1%
SFS
820
Security Financial Services
Indiana
$2.35M +$188K +787 +8%
PCG
821
Prosperity Consulting Group
Maryland
$2.35M +$506K +2,119 +25%
WTA
822
Washington Trust Advisors
Massachusetts
$2.35M +$54.7K +229 +2%
SB
823
Simmons Bank
Arkansas
$2.35M -$38.4K -161 -1%
BCA
824
Bay Colony Advisors
Massachusetts
$2.34M -$91.2K -382 -3%
BCM
825
BTC Capital Management
Iowa
$2.33M +$8.36K +35 +0.3%