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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
801
Klingman & Associates
New York
$2.53M +$4.46K +20 +0.2%
SFS
802
Security Financial Services
Indiana
$2.53M +$15.2K +68 +0.6%
GLLW
803
Graves Light Lenhart Wealth
Virginia
$2.53M
TDWM
804
Topel & Distasi Wealth Management
California
$2.53M -$1.72M -7,704 -42%
TWM
805
Tanager Wealth Management
United Kingdom
$2.51M -$15.6K -70 -0.7%
LPP
806
Life Planning Partners
Florida
$2.5M -$89.9K -403 -4%
BCM
807
BTC Capital Management
Iowa
$2.49M
AHC
808
Anderson Hoagland & Co
Missouri
$2.49M -$892 -4 -0%
WTA
809
Washington Trust Advisors
Massachusetts
$2.49M -$26.1K -117 -1%
CM
810
Columbus Macro
Pennsylvania
$2.48M -$166K -744 -7%
WFA
811
Wells Financial Advisors
Massachusetts
$2.48M -$197K -882 -8%
VCM
812
Viewpoint Capital Management
Washington
$2.48M +$11.2K +50 +0.5%
GIM
813
Goelzer Investment Management
Indiana
$2.48M
SSW
814
Stone Summit Wealth
Florida
$2.47M +$202K +907 +10%
JWA
815
JFS Wealth Advisors
Pennsylvania
$2.45M +$45.7K +205 +2%
SFWC
816
Strategic Family Wealth Counselors
New Jersey
$2.44M -$193K -865 -8%
MF
817
Manuka Financial
Virginia
$2.44M +$3.12K +14 +0.1%
EWA
818
Encompass Wealth Advisors
Oregon
$2.43M +$46.6K +209 +2%
GSWM
819
Greenup Street Wealth Management
Michigan
$2.43M +$121K +542 +6%
CWM
820
Cranbrook Wealth Management
Michigan
$2.42M -$95K -426 -4%
HCC
821
Hirtle Callaghan & Co
Pennsylvania
$2.39M +$121K +542 +6%
SIMC
822
Squire Investment Management Company
Utah
$2.38M
Jane Street
823
Jane Street
New York
$2.38M +$2.24M +10,039 New
MSFS
824
Main Street Financial Solutions
Pennsylvania
$2.37M -$208K -932 -9%
BRM
825
Boston Research & Management
Massachusetts
$2.37M -$44.2K -198 -2%