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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
926
Laurel Wealth Planning
Minnesota
$1.46M -$40.9K -190 -3%
FCBT
927
First Citizens Bank & Trust
North Carolina
$1.45M -$4.74M -22,017 -78%
ASW
928
Astoria Strategic Wealth
Texas
$1.45M +$9.25K +43 +0.7%
VC
929
Vicus Capital
Pennsylvania
$1.45M -$40.2K -187 -3%
GWMIA
930
Global Wealth Management Investment Advisory
Florida
$1.45M -$180K -836 -12%
SSWG
931
Seven Springs Wealth Group
Tennessee
$1.45M – – –
WFA
932
Wellspring Financial Advisors
Ohio
$1.45M -$20.9K -97 -2%
SWA
933
Sightline Wealth Advisors
Connecticut
$1.44M +$218K +1,014 +19%
RIM
934
Rockbridge Investment Management
New York
$1.44M +$26.7K +124 +2%
UWM
935
USAdvisors Wealth Management
Minnesota
$1.43M -$23.7K -110 -2%
CWC
936
Carolinas Wealth Consulting
North Carolina
$1.43M -$4.3K -20 -0.3%
CAAM
937
Cornerstone Advisors Asset Management
Pennsylvania
$1.42M +$331K +1,541 +33%
BFIM
938
Beese Fulmer Investment Management
Ohio
$1.42M – – –
NS
939
NBC Securities
Alabama
$1.42M +$115K +534 +9%
MWP
940
Meridian Wealth Partners
Pennsylvania
$1.42M -$19.6K -91 -1%
CSPAM
941
Cary Street Partners Asset Management
Virginia
$1.42M +$122K +566 +10%
FPIS
942
Financial Planning & Information Services
Wisconsin
$1.41M -$102K -476 -7%
CIC
943
Carnegie Investment Counsel
Ohio
$1.41M -$22.2K -103 -2%
SC
944
Scotia Capital
Ontario, Canada
$1.4M -$775K -3,604 -37%
BIA
945
Bell Investment Advisors
California
$1.4M -$18.7K -87 -1%
RH
946
RFG Holdings
Texas
$1.4M +$989K +4,596 +300%
MWM
947
MorganRosel Wealth Management
Colorado
$1.4M +$494K +2,295 +60%
Principal Financial Group
948
Principal Financial Group
Iowa
$1.4M -$291K -1,355 -26%
GSWM
949
Greenup Street Wealth Management
Michigan
$1.4M -$174K -807 -12%
RWM
950
Refined Wealth Management
Utah
$1.39M +$23.9K +111 +2%