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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPP
926
Life Planning Partners
Florida
$2.16M -$512K -1,997 -19%
BFA
927
Beaumont Financial Advisors
Massachusetts
$2.15M +$538K +2,100 +34%
PI
928
PFG Investments
New York
$2.14M +$17.7K +69 +0.8%
MSFS
929
Main Street Financial Solutions
Pennsylvania
$2.14M -$164K -641 -7%
EA
930
Eclectic Associates
California
$2.13M +$35.1K +137 +2%
VCM
931
Vivaldi Capital Management
Illinois
$2.12M -$97.9K -382 -4%
BHWM
932
Beaird Harris Wealth Management
Texas
$2.12M +$9.99K +39 +0.5%
EW
933
Evoke Wealth
California
$2.11M -$653K -2,550 -24%
MBFW
934
Morton Brown Family Wealth
Pennsylvania
$2.11M -$13.1K -51 -0.6%
FAB
935
First American Bank
Illinois
$2.1M +$66.9K +261 +3%
TFA
936
TPG Financial Advisors
Oregon
$2.1M +$63.3K +247 +3%
SDWMA
937
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.1M +$45.1K +176 +2%
NWMP
938
Noble Wealth Management PBC
Colorado
$2.1M -$34.6K -135 -2%
BHFP
939
Blom & Howell Financial Planning
California
$2.07M +$2.05M +8,010 New
MCM
940
MidAtlantic Capital Management
Virginia
$2.07M +$20K +78 +1%
FNBOO
941
First National Bank of Omaha
Nebraska
$2.06M +$194K +757 +10%
BPC
942
Bearing Point Capital
Minnesota
$2.05M +$641K +2,501 +46%
MPWS
943
McCarter Private Wealth Services
Massachusetts
$2.05M +$634K +2,475 +45%
ESB
944
Essex Savings Bank
Connecticut
$2.05M +$93.3K +364 +5%
FA
945
FDx Advisors
Illinois
$2.05M -$13.3K -52 -0.7%
MS
946
Madden Securities
Texas
$2.04M -$13.6K -53 -0.7%
CCM
947
Canal Capital Management
Virginia
$2.04M +$23.8K +93 +1%
ACA
948
Affinity Capital Advisors
California
$2.04M +$2.05K +8 +0.1%
SWM
949
SeaCrest Wealth Management
New York
$2.04M -$21.5K -84 -1%
OCFG
950
O'Connor Financial Group
Illinois
$2.02M +$8.45K +33 +0.5%