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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
876
NFP Retirement Inc
California
$2.03M -$277K -1,159 -11%
EFG
877
Embree Financial Group
Illinois
$2.02M -$231K -967 -10%
SWP
878
Sagespring Wealth Partners
Tennessee
$2.02M -$14.8K -62 -0.7%
WS
879
Wedbush Securities
California
$2.02M -$214K -895 -9%
CI
880
Conning Inc
Connecticut
$2.01M – – –
RWP
881
Revolve Wealth Partners
New Jersey
$2M +$19.8K +83 +0.9%
MSWMA
882
Market Street Wealth Management Advisors
Indiana
$2M -$5.97K -25 -0.3%
SWM
883
SFG Wealth Management
Maryland
$1.98M +$1.19M +4,995 +126%
SFA
884
Semmax Financial Advisors
North Carolina
$1.98M -$38.9K -163 -2%
RWM
885
Ritholtz Wealth Management
New York
$1.98M +$22K +92 +1%
CP
886
Camelot Portfolios
Ohio
$1.97M +$358K +1,497 +20%
JFA
887
JNBA Financial Advisors
Minnesota
$1.97M +$245K +1,025 +13%
CPA
888
Compass Planning Associates
Massachusetts
$1.96M +$6.21K +26 +0.3%
CA
889
CGN Advisors
Kansas
$1.96M -$40.1K -168 -2%
IWC
890
Infinity Wealth Counsel
Ohio
$1.96M -$30.3K -127 -1%
WA
891
WPG Advisers
Maryland
$1.95M -$212K -886 -9%
AGWCA
892
Annis Gardner Whiting Capital Advisors
Florida
$1.94M +$211K +882 +11%
EAM
893
Evanson Asset Management
California
$1.93M +$167K +699 +9%
SYBT
894
Stock Yards Bank & Trust
Kentucky
$1.93M -$254K -1,065 -11%
TFO
895
Tarbox Family Office
California
$1.91M +$297K +1,243 +17%
OFG
896
Oxford Financial Group
Indiana
$1.91M -$17.7K -74 -0.9%
SIA
897
Soltis Investment Advisors
Utah
$1.91M +$188K +787 +10%
FGWP
898
Founders Grove Wealth Partners
Virginia
$1.9M +$201K +842 +11%
PIA
899
Perennial Investment Advisors
California
$1.9M -$119K -498 -5%
MSS
900
Mitchell Sinkler & Starr
Pennsylvania
$1.9M +$231K +966 +13%