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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
801
New England Private Wealth Advisors
Massachusetts
$2.44M -$155K -648 -6%
MA
802
Mosaic Advisors
Texas
$2.43M -$996K -4,172 -28%
SMC
803
Smith, Moore & Co
Missouri
$2.43M -$164K -686 -6%
LPP
804
Life Planning Partners
Florida
$2.43M +$16.7K +70 +0.6%
MSFS
805
Main Street Financial Solutions
Pennsylvania
$2.43M -$849K -3,557 -25%
SWM
806
Spire Wealth Management
Virginia
$2.42M -$7.2M -30,147 -73%
PWS
807
Precision Wealth Strategies
Missouri
$2.42M +$2.61M +10,921 New
CFD
808
Creative Financial Designs
Indiana
$2.42M +$67.6K +283 +3%
PWP
809
Perfromance Wealth Partners
Illinois
$2.39M +$181K +758 +8%
DOA
810
D'Orazio & Associates
Virginia
$2.39M -$262K -1,097 -9%
Tudor Investment Corp
811
Tudor Investment Corp
Connecticut
$2.38M +$2.57M +10,754 New
HIW
812
Holos Integrated Wealth
Pennsylvania
$2.38M -$5.42M -22,696 -68%
GLLW
813
Graves Light Lenhart Wealth
Virginia
$2.37M +$6.45K +27 +0.3%
KA
814
Klingman & Associates
New York
$2.36M -$75K -314 -3%
CWM
815
Cranbrook Wealth Management
Michigan
$2.36M -$155K -651 -6%
EWM
816
Evermay Wealth Management
Virginia
$2.36M +$91.9K +385 +4%
TWM
817
Tanager Wealth Management
United Kingdom
$2.36M -$36.8K -154 -1%
SFS
818
Security Financial Services
Indiana
$2.35M +$188K +787 +8%
PCG
819
Prosperity Consulting Group
Maryland
$2.35M +$506K +2,119 +25%
WTA
820
Washington Trust Advisors
Massachusetts
$2.35M +$54.7K +229 +2%
SB
821
Simmons Bank
Arkansas
$2.35M -$38.4K -161 -1%
BCA
822
Bay Colony Advisors
Massachusetts
$2.34M -$91.2K -382 -3%
BCM
823
BTC Capital Management
Iowa
$2.33M +$8.36K +35 +0.3%
GAM
824
Gotham Asset Management
New York
$2.33M +$1.97M +8,243 +364%
Fiera Capital (Canada)
825
Fiera Capital (Canada)
Quebec, Canada
$2.33M -$318K -1,332 -11%