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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M +$421K +2,226 +49%
PCM
852
Passive Capital Management
Maryland
$1.34M
GA
853
GFS Advisors
Texas
$1.34M -$71.8K -380 -5%
SIAS
854
Summit Investment Advisory Services
Minnesota
$1.34M -$17K -90 -1%
WFA
855
Wellspring Financial Advisors
Ohio
$1.33M -$523K -2,768 -29%
CWP
856
Cyndeo Wealth Partners
Florida
$1.33M
Luther King Capital Management (LKCM)
857
Luther King Capital Management (LKCM)
Texas
$1.32M
SFG
858
Sunburst Financial Group
Alabama
$1.32M +$331K +1,751 +36%
WP
859
WMS Partners
Maryland
$1.31M
ESB
860
Essex Savings Bank
Connecticut
$1.31M -$52.9K -280 -4%
API
861
Advisor Partners II
California
$1.3M -$81.4K -431 -6%
VC
862
Vicus Capital
Pennsylvania
$1.29M +$5.29K +28 +0.4%
EBA
863
Eagle Bay Advisors
New York
$1.28M -$567 -3 -0%
FCM
864
Family Capital Management
Michigan
$1.27M +$66.9K +354 +6%
SC
865
SouthState Corp
Florida
$1.27M -$1.13K -6 -0.1%
AL
866
ACAS LLC
California
$1.27M -$37.2K -197 -3%
SSWG
867
Seven Springs Wealth Group
Tennessee
$1.26M +$27.8K +147 +2%
BMCM
868
Bryn Mawr Capital Management
Pennsylvania
$1.26M
FPCP
869
Fort Point Capital Partners
California
$1.26M +$497K +2,628 +71%
CPA
870
Cardiff Park Advisors
California
$1.25M +$3.97K +21 +0.3%
LNWWM
871
Laird Norton Wetherby Wealth Management
California
$1.25M -$75.2K -398 -6%
FNBT
872
FineMark National Bank & Trust
Florida
$1.24M -$297K -1,572 -20%
KWM
873
Kingsview Wealth Management
Oregon
$1.24M +$116K +616 +11%
RIM
874
Rockbridge Investment Management
New York
$1.24M +$4.16K +22 +0.4%
MFWP
875
Mosaic Family Wealth Partners
Missouri
$1.23M