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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
851
WMS Partners
Maryland
$1.18M +$1.17M +5,546 New
WFAG
852
Wescott Financial Advisory Group
Pennsylvania
$1.18M +$1.17M +5,545 New
BFG
853
Berger Financial Group
Minnesota
$1.17M -$104K -496 -8%
KIA
854
KCM Investment Advisors
California
$1.17M +$140K +666 +14%
IAG
855
Investment Advisory Group
Massachusetts
$1.17M
FC
856
Ferris Capital
Massachusetts
$1.17M
FI
857
Financial Insights
Washington
$1.16M +$9.26K +44 +0.8%
WTB
858
Washington Trust Bank
Washington
$1.16M -$11.2K -53 -1%
Neuberger Berman Group
859
Neuberger Berman Group
New York
$1.16M +$39.8K +189 +4%
4FG
860
4Thought Financial Group
New York
$1.16M +$1.12M +5,329 +4,716%
CPP
861
Capasso Planning Partners
South Carolina
$1.15M -$41K -195 -3%
GIM
862
Goelzer Investment Management
Indiana
$1.15M
MWP
863
Meridian Wealth Partners
Pennsylvania
$1.14M +$28.4K +135 +3%
CFD
864
Creative Financial Designs
Indiana
$1.14M +$37.9K +180 +3%
HKIMG
865
Hutchens & Kramer Investment Management Group
Indiana
$1.14M +$6.53K +31 +0.6%
SCA
866
Stillwater Capital Advisors
Pennsylvania
$1.14M -$14.7K -70 -1%
GSWM
867
Greenup Street Wealth Management
Michigan
$1.13M +$358K +1,702 +47%
PA
868
Probity Advisors
Texas
$1.1M
PMG
869
ProVise Management Group
Florida
$1.1M -$88.4K -420 -8%
WFA
870
Websterrogers Financial Advisors
South Carolina
$1.09M -$50.1K -238 -4%
OFS
871
Orrstown Financial Services
Pennsylvania
$1.09M -$1.17M -5,568 -52%
RW
872
REDW Wealth
New Mexico
$1.08M -$59.8K -284 -5%
BFIM
873
Beese Fulmer Investment Management
Ohio
$1.08M -$15.8K -75 -1%
SSW
874
Stone Summit Wealth
Florida
$1.08M +$166K +788 +19%
BWM
875
Baystate Wealth Management
Massachusetts
$1.08M +$605K +2,876 +131%