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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
976
McCarter Private Wealth Services
Massachusetts
$2.33M -$294K -1,027 -12%
FA
977
FDx Advisors
Illinois
$2.33M -$86.8K -303 -4%
HAIM
978
Hunter Associates Investment Management
Pennsylvania
$2.33M +$67.3K +235 +3%
SFS
979
Sowell Financial Services
Arkansas
$2.33M +$180K +629 +9%
SL
980
SFM LLC
New Hampshire
$2.33M +$142K +497 +7%
FWCM
981
Ferguson Wellman Capital Management
Oregon
$2.32M -$17.2K -60 -0.8%
SAM
982
Sawgrass Asset Management
Florida
$2.32M – – –
PCM
983
Pennsylvania Capital Management
Pennsylvania
$2.31M +$573 +2 +0%
PAM
984
Peak Asset Management
Colorado
$2.31M +$77.4K +270 +4%
LIA
985
LifePlan Investment Advisors
North Carolina
$2.31M +$86.5K +302 +4%
Neuberger Berman Group
986
Neuberger Berman Group
New York
$2.3M -$31.2K -109 -1%
SF
987
Steffes Financial
Kansas
$2.3M +$280K +977 +15%
SC
988
Sierra Capital
Florida
$2.29M – – –
NWMP
989
Noble Wealth Management PBC
Colorado
$2.29M -$178K -621 -8%
MSWMA
990
Market Street Wealth Management Advisors
Indiana
$2.28M – – –
HCM
991
Howland Capital Management
Massachusetts
$2.26M – – –
AWE
992
Avidian Wealth Enterprises
Texas
$2.25M +$1.27M +4,433 +148%
AG
993
Advocate Group
Minnesota
$2.23M -$212K -738 -9%
IF
994
Ironwood Financial
Arizona
$2.23M +$47.6K +166 +2%
RIM
995
Rockbridge Investment Management
New York
$2.23M +$6.88K +24 +0.3%
NEAM
996
New England Asset Management
Connecticut
$2.22M – – –
OFG
997
Opulen Financial Group
Virginia
$2.21M +$37.8K +132 +2%
SIAS
998
Summit Investment Advisory Services
Minnesota
$2.2M +$3.44K +12 +0.2%
UFPG
999
United Financial Planning Group
New York
$2.2M -$60.5K -211 -3%
LSPW
1000
Lake Street Private Wealth
Illinois
$2.19M +$69.6K +243 +3%