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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
876
Perennial Investment Advisors
California
$2.18M +$228K +928 +11%
MSWMA
877
Market Street Wealth Management Advisors
Indiana
$2.17M -$5.41K -22 -0.2%
CA
878
CGN Advisors
Kansas
$2.16M -$33.5K -136 -1%
IWC
879
Infinity Wealth Counsel
Ohio
$2.15M +$2.2M +8,946 New
RWP
880
Revolve Wealth Partners
New Jersey
$2.15M +$226K +920 +11%
ACA
881
Affinity Capital Advisors
California
$2.13M -$9.1K -37 -0.4%
OBWG
882
Onyx Bridge Wealth Group
New York
$2.12M +$19.7K +80 +0.9%
RWM
883
Ritholtz Wealth Management
New York
$2.12M +$16K +65 +0.7%
FDCDDQ
884
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11M +$45K +183 +2%
CPA
885
Compass Planning Associates
Massachusetts
$2.11M +$2.17M +8,802 New
SAF
886
Smith Anglin Financial
Texas
$2.11M +$6.4K +26 +0.3%
OFG
887
Oxford Financial Group
Indiana
$2.09M -$402K -1,633 -16%
PWMA
888
Pension & Wealth Management Advisors
Massachusetts
$2.08M +$2.12M +8,610 +14,115%
RI
889
Ridgewood Investments
New Jersey
$2.08M +$94K +382 +5%
CSB
890
City State Bank
Iowa
$2.07M +$75K +305 +4%
BWM
891
BCS Wealth Management
Tennessee
$2.07M +$2.12M +8,628 New
FB
892
Fulton Bank
Pennsylvania
$2.07M -$9.84K -40 -0.5%
CFA
893
Cahill Financial Advisors
Minnesota
$2.06M +$66.2K +269 +3%
PCG
894
Prosperity Consulting Group
Maryland
$2.04M +$1.86M +7,548 +803%
EF
895
Envision Financial
Wisconsin
$2.02M +$2.06M +8,387 New
JA
896
JVL Associates
Michigan
$2.01M -$35.2K -143 -2%
SWA
897
Sax Wealth Advisors
New Jersey
$2M +$60.3K +245 +3%
MBFW
898
Morton Brown Family Wealth
Pennsylvania
$2M -$26.8K -109 -1%
HAIM
899
Hunter Associates Investment Management
Pennsylvania
$2M +$155K +631 +8%
MPW
900
MA Private Wealth
California
$2M -$20.4K -83 -1%