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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
976
Sowell Financial Services
Arkansas
$2.33M +$180K +629 +9%
SL
977
SFM LLC
New Hampshire
$2.33M +$142K +497 +7%
FWCM
978
Ferguson Wellman Capital Management
Oregon
$2.32M -$17.2K -60 -0.8%
SAM
979
Sawgrass Asset Management
Florida
$2.32M
PCM
980
Pennsylvania Capital Management
Pennsylvania
$2.31M +$573 +2 +0%
PAM
981
Peak Asset Management
Colorado
$2.31M +$77.4K +270 +4%
LIA
982
LifePlan Investment Advisors
North Carolina
$2.31M +$86.5K +302 +4%
Neuberger Berman Group
983
Neuberger Berman Group
New York
$2.3M -$31.2K -109 -1%
SF
984
Steffes Financial
Kansas
$2.3M +$280K +977 +15%
SC
985
Sierra Capital
Florida
$2.29M
NWMP
986
Noble Wealth Management PBC
Colorado
$2.29M -$178K -621 -8%
MSWMA
987
Market Street Wealth Management Advisors
Indiana
$2.28M
HCM
988
Howland Capital Management
Massachusetts
$2.26M
AWE
989
Avidian Wealth Enterprises
Texas
$2.25M +$1.27M +4,433 +148%
AG
990
Advocate Group
Minnesota
$2.23M -$212K -738 -9%
IF
991
Ironwood Financial
Arizona
$2.23M +$47.6K +166 +2%
RIM
992
Rockbridge Investment Management
New York
$2.23M +$6.88K +24 +0.3%
NEAM
993
New England Asset Management
Connecticut
$2.22M
OFG
994
Opulen Financial Group
Virginia
$2.21M +$37.8K +132 +2%
SIAS
995
Summit Investment Advisory Services
Minnesota
$2.2M +$3.44K +12 +0.2%
UFPG
996
United Financial Planning Group
New York
$2.2M -$60.5K -211 -3%
LSPW
997
Lake Street Private Wealth
Illinois
$2.19M +$69.6K +243 +3%
DSC
998
Duncker Streett & Co
Missouri
$2.18M +$5.16K +18 +0.3%
OFP
999
OFC Financial Planning
New Jersey
$2.18M +$132K +460 +7%
PWAC
1000
Private Wealth Advisors (California)
California
$2.17M -$6.88K -24 -0.3%