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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
926
KMG Fiduciary Partners
Ohio
$1.01M +$594K +3,065 +137%
CSPAM
927
Cary Street Partners Asset Management
Virginia
$1M -$21.7K -112 -2%
AWM
928
Axxcess Wealth Management
California
$998K +$67.1K +346 +7%
1WM
929
1900 Wealth Management
Texas
$994K – – –
BP
930
BBR Partners
New York
$993K – – –
AFG
931
Allegheny Financial Group
Pennsylvania
$990K +$90.2K +465 +10%
VIM
932
Vista Investment Management
Pennsylvania
$983K -$20.9K -108 -2%
SWM
933
Silverlake Wealth Management
Vermont
$982K -$7.76K -40 -0.8%
SFC
934
Strategic Financial Concepts
Texas
$980K +$1M +5,168 New
CAL
935
Capital Analysts LLC
Pennsylvania
$978K +$69.2K +357 +7%
PD
936
Planning Directions
Pennsylvania
$975K +$39.2K +202 +4%
Fiera Capital (Canada)
937
Fiera Capital (Canada)
Quebec, Canada
$969K +$17.3K +89 +2%
PO
938
Private Ocean
California
$964K +$18.8K +97 +2%
WRPWM
939
Werba Rubin Papier Wealth Management
California
$962K – – –
CAM
940
Cidel Asset Management
Ontario, Canada
$957K – – –
ZF
941
Zhang Financial
Michigan
$954K -$66.7K -344 -6%
CWMGP
942
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$953K -$1.78M -9,187 -65%
CMBA
943
C.M. Bidwell & Associates
Hawaii
$952K -$60.1K -310 -6%
JCM
944
Jag Capital Management
Missouri
$951K – – –
AWA
945
Arete Wealth Advisors
Illinois
$949K -$23.7K -122 -2%
FAB
946
First American Bank
Illinois
$947K -$27.7K -143 -3%
ASW
947
Astoria Strategic Wealth
Texas
$946K -$1.36K -7 -0.1%
DFA
948
Delta Financial Advisors
Louisiana
$944K +$1.55K +8 +0.2%
1SB
949
1ST Source Bank
Indiana
$944K +$215K +1,107 +29%
DWM
950
Defined Wealth Management
Oregon
$938K -$12.8K -66 -1%