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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
826
WealthStone
Ohio
$916K -$211 -1 -0%
SFG
827
Sovereign Financial Group
Connecticut
$915K +$156K +742 +21%
PIA
828
Pinion Investment Advisors
Kansas
$913K -$25.3K -120 -3%
XF
829
XML Financial
Maryland
$912K -$31.2K -148 -3%
RCA
830
Rex Capital Advisors
Rhode Island
$910K – – –
AT
831
Arden Trust
Delaware
$896K -$278K -1,320 -24%
CWMU
832
Caliber Wealth Management (Utah)
Utah
$895K +$44.2K +210 +5%
PO
833
Private Ocean
California
$893K -$211 -1 -0%
BWA
834
Burt Wealth Advisors
Maryland
$892K – – –
CFA
835
CWS Financial Advisors
Michigan
$879K +$508K +2,411 +142%
Citadel Advisors
836
Citadel Advisors
Florida
$875K -$409K -1,941 -32%
WIA
837
World Investment Advisors
California
$872K +$54.1K +257 +7%
LDB
838
Lee, Danner & Bass
Tennessee
$868K – – –
CSPAM
839
Cary Street Partners Asset Management
Virginia
$865K +$8.64K +41 +1%
AFA
840
Atlanta Financial Associates
Georgia
$862K +$6.74K +32 +0.7%
EFG
841
Everhart Financial Group
Ohio
$860K +$49.9K +237 +6%
ACS
842
Archford Capital Strategies
Illinois
$854K +$25.7K +122 +3%
LCM
843
Logan Capital Management
Pennsylvania
$854K +$224K +1,065 +36%
VFA
844
Valeo Financial Advisors
Indiana
$853K -$53.1K -252 -6%
FLA
845
Financial Life Advisors
Texas
$852K -$48.9K -232 -6%
BWA
846
Beam Wealth Advisors
Louisiana
$842K +$58.6K +278 +8%
ZCM
847
Ziegler Capital Management
Illinois
$833K – – –
1SB
848
1ST Source Bank
Indiana
$833K +$123K +585 +18%
DACG
849
Donor Advised Charitable Giving
California
$830K +$87.2K +414 +12%
RC
850
Rinet Company
Massachusetts
$830K +$816K +3,875 New