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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
851
Neuberger Berman Group
New York
$2.2M +$148K +618 +7%
PWP
852
Principle Wealth Partners
Connecticut
$2.2M +$716 +3 +0%
FCP
853
Fidelis Capital Partners
Florida
$2.2M +$61.9K +259 +3%
CSB
854
City State Bank
Iowa
$2.2M +$303K +1,270 +15%
MA
855
Modus Advisors
Minnesota
$2.18M -$93.1K -390 -4%
WIM
856
Westside Investment Management
California
$2.18M +$48.2K +202 +2%
APWM
857
Argonautica Private Wealth Management
Massachusetts
$2.16M +$494K +2,069 +27%
GSWM
858
Greenup Street Wealth Management
Michigan
$2.15M +$438K +1,835 +23%
LEA
859
Legacy Edge Advisors
New York
$2.15M -$716 -3 -0%
LA
860
Legacy Advisors
Pennsylvania
$2.14M -$78.6K -329 -3%
WP
861
Wealthspan Partners
Iowa
$2.14M -$34.1K -143 -1%
EGWAG
862
Elwood & Goetz Wealth Advisory Group
Georgia
$2.13M -$15K -63 -0.7%
TW
863
Traveka Wealth
California
$2.13M -$110K -462 -5%
VCM
864
Vivaldi Capital Management
Illinois
$2.13M +$12.7K +53 +0.6%
FCBT
865
First Citizens Bank & Trust
North Carolina
$2.12M +$632K +2,647 +38%
RI
866
Ridgewood Investments
New Jersey
$2.12M +$213K +892 +10%
FHB
867
First Hawaiian Bank
Hawaii
$2.12M +$1.53M +6,389 +202%
HCC
868
Hirtle Callaghan & Co
Pennsylvania
$2.11M +$1.22M +5,110 +116%
SSW
869
Stone Summit Wealth
Florida
$2.11M -$102K -426 -4%
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$2.1M -$158K -660 -7%
BAM
871
Belpointe Asset Management
Nevada
$2.1M +$930K +3,894 +70%
ECA
872
Elevated Capital Advisors
Utah
$2.07M -$147K -615 -6%
PCS
873
Private Client Services
Kentucky
$2.05M +$852K +3,566 +63%
LWM
874
Liberty Wealth Management
California
$2.05M +$4.54K +19 +0.2%
AHC
875
Anderson Hoagland & Co
Missouri
$2.04M -$194K -811 -7%