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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
851
WNY Asset Management
New York
$873K +$83.1K +374 +10%
SFG
852
Sovereign Financial Group
Connecticut
$870K -$65.6K -295 -7%
BCP
853
Berkeley Capital Partners
Georgia
$869K +$23.6K +106 +3%
1SB
854
1ST Source Bank
Indiana
$856K -$3.78K -17 -0.4%
BWA
855
Beam Wealth Advisors
Louisiana
$847K -$83.1K -374 -9%
RC
856
Rinet Company
Massachusetts
$847K – – –
CPSAC
857
Chas P. Smith & Associates (CPS)
Florida
$843K – – –
MPCG
858
Matrix Private Capital Group
New York
$843K +$10.2K +46 +1%
IRAG
859
Investment Research & Advisory Group
Georgia
$840K +$15.3K +69 +2%
Vanguard Personalized Indexing Management
860
Vanguard Personalized Indexing Management
California
$839K +$853K +3,835 New
SWPG
861
Strategic Wealth Partners Group
Illinois
$839K +$853K +3,837 New
SAI
862
Systematic Alpha Investments
New Jersey
$836K – – –
BW
863
Bison Wealth
Georgia
$826K -$498K -2,239 -37%
AssetMark Inc
864
AssetMark Inc
California
$826K -$50K -225 -6%
ZB
865
Zions Bancorporation
Utah
$826K +$124K +560 +17%
TPA
866
Trivium Point Advisory
Connecticut
$824K -$1.33K -6 -0.2%
ACP
867
Ashfield Capital Partners
California
$822K +$184K +826 +28%
FLA
868
Financial Life Advisors
Texas
$821K -$4.22K -19 -0.5%
GA
869
Geller Advisors
New York
$818K +$387K +1,742 +87%
PWW
870
Pettyjohn Wood & White
Virginia
$813K +$222 +1 +0%
SFI
871
SPC Financial Inc
Maryland
$812K -$16.7M -75,007 -95%
SBH
872
Segall Bryant & Hamill
Illinois
$808K +$329K +1,482 +67%
BCA
873
Bay Colony Advisors
Massachusetts
$806K +$23.3K +105 +3%
NSIM
874
North Star Investment Management
Illinois
$802K -$28.9K -130 -3%
UBV
875
United Bank (Virginia)
Virginia
$797K -$8.45K -38 -1%