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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
851
Sovereign Financial Group
Connecticut
$870K -$65.6K -295 -7%
BCP
852
Berkeley Capital Partners
Georgia
$869K +$23.6K +106 +3%
1SB
853
1ST Source Bank
Indiana
$856K -$3.78K -17 -0.4%
BWA
854
Beam Wealth Advisors
Louisiana
$847K -$83.1K -374 -9%
RC
855
Rinet Company
Massachusetts
$847K
CPSAC
856
Chas P. Smith & Associates (CPS)
Florida
$843K
MPCG
857
Matrix Private Capital Group
New York
$843K +$10.2K +46 +1%
IRAG
858
Investment Research & Advisory Group
Georgia
$840K +$15.3K +69 +2%
Vanguard Personalized Indexing Management
859
Vanguard Personalized Indexing Management
California
$839K +$853K +3,835 New
SWPG
860
Strategic Wealth Partners Group
Illinois
$839K +$853K +3,837 New
SAI
861
Systematic Alpha Investments
New Jersey
$836K
BW
862
Bison Wealth
Georgia
$826K -$498K -2,239 -37%
AssetMark Inc
863
AssetMark Inc
California
$826K -$50K -225 -6%
ZB
864
Zions Bancorporation
Utah
$826K +$124K +560 +17%
TPA
865
Trivium Point Advisory
Connecticut
$824K -$1.33K -6 -0.2%
ACP
866
Ashfield Capital Partners
California
$822K +$184K +826 +28%
FLA
867
Financial Life Advisors
Texas
$821K -$4.22K -19 -0.5%
GA
868
Geller Advisors
New York
$818K +$387K +1,742 +87%
PWW
869
Pettyjohn Wood & White
Virginia
$813K +$222 +1 +0%
SFI
870
SPC Financial Inc
Maryland
$812K -$16.7M -75,007 -95%
SBH
871
Segall Bryant & Hamill
Illinois
$808K +$329K +1,482 +67%
BCA
872
Bay Colony Advisors
Massachusetts
$806K +$23.3K +105 +3%
NSIM
873
North Star Investment Management
Illinois
$802K -$28.9K -130 -3%
UBV
874
United Bank (Virginia)
Virginia
$797K -$8.45K -38 -1%
IFG
875
Independent Financial Group
California
$796K +$39.3K +177 +5%