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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
876
FIDELIS iM
Oregon
$1.18M – – –
CFD
877
Creative Financial Designs
Indiana
$1.17M +$398K +1,752 +51%
BFIM
878
Beese Fulmer Investment Management
Ohio
$1.17M -$11.1K -49 -0.9%
PA
879
Probity Advisors
Texas
$1.17M – – –
KF
880
Krilogy Financial
Missouri
$1.16M -$43.6K -192 -4%
IAG
881
Investment Advisory Group
Massachusetts
$1.16M +$1.25M +5,489 New
VFG
882
V2 Financial group
Illinois
$1.16M – – –
LWM
883
Lyell Wealth Management
California
$1.16M +$45.4K +200 +4%
LPP
884
Life Planning Partners
Florida
$1.15M +$1.15M +5,081 New
TP
885
Tranquility Partners
Tennessee
$1.15M +$40.9K +180 +4%
DFC
886
DBK Financial Counsel
Ohio
$1.14M +$1.15M +5,059 New
MFG
887
Magnus Financial Group
New York
$1.14M +$1.14M +5,032 New
VIM
888
Vista Investment Management
Pennsylvania
$1.14M +$6.36K +28 +0.6%
RA
889
Rodgers & Associates
Pennsylvania
$1.13M +$99.8K +439 +10%
MWM
890
Modera Wealth Management
New Jersey
$1.13M +$549K +2,416 +93%
HKIMG
891
Hutchens & Kramer Investment Management Group
Indiana
$1.13M +$1.2M +5,274 New
Lido Advisors
892
Lido Advisors
California
$1.13M +$888K +3,909 +364%
RRA
893
Round Rock Advisors
Connecticut
$1.12M +$1.13M +4,967 New
DSA
894
Droms Strauss Advisors
Missouri
$1.12M +$454 +2 +0%
DFA
895
Delta Financial Advisors
Louisiana
$1.12M +$2.04K +9 +0.2%
GCL
896
Gouws Capital LLC
North Carolina
$1.11M +$1.12M +4,931 New
CAM
897
Columbia Asset Management
Michigan
$1.11M -$46.4K -204 -4%
TWP
898
Tempus Wealth Planning
California
$1.1M -$3.18K -14 -0.3%
SCM
899
Spreng Capital Management
Ohio
$1.1M -$13.4K -59 -1%
ORC
900
O'Rourke & Company
Massachusetts
$1.1M +$1.1M +4,854 New