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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
976
Private Ocean
California
$904K -$102K -542 -11%
VFG
977
V2 Financial group
Illinois
$900K -$12.8K -68 -1%
SNBOSD
978
Security National Bank of So Dak
Iowa
$900K +$855K +4,523 New
MIG
979
McGuire Investment Group
Rhode Island
$898K +$124K +657 +17%
ECM
980
Exchange Capital Management
Michigan
$897K +$99K +524 +13%
Principal Financial Group
981
Principal Financial Group
Iowa
$894K +$223K +1,179 +36%
HWA
982
Heritage Wealth Advisors
Virginia
$893K +$76K +402 +10%
CWM
983
Cahill Wealth Management
Michigan
$889K -$14.9K -79 -2%
SVWAG
984
Sound View Wealth Advisors Group
Georgia
$889K +$17.6K +93 +2%
SWM
985
SeaCrest Wealth Management
New York
$883K +$89.6K +474 +12%
NGA
986
Naples Global Advisors
Florida
$881K +$12.1K +64 +1%
Jane Street
987
Jane Street
New York
$876K -$15.3M -80,934 -95%
XF
988
XML Financial
Maryland
$873K -$36.8K -195 -4%
CCA
989
Conservest Capital Advisors
Pennsylvania
$872K +$43.1K +228 +5%
CAM
990
CPA Asset Management
Florida
$871K
SCA
991
Stillwater Capital Advisors
Pennsylvania
$867K +$45.4K +240 +6%
GSWM
992
Greenup Street Wealth Management
Michigan
$867K +$561K +2,971 +214%
RWM
993
Ritholtz Wealth Management
New York
$866K +$51.8K +274 +7%
AWM
994
Aspire Wealth Management
Massachusetts
$863K +$25.3K +134 +3%
LPAM
995
Lodestar Private Asset Management
California
$860K -$6.05K -32 -0.7%
NCM
996
Northwest Capital Management
Oregon
$856K -$189 -1 -0%
VFIC
997
Valley Forge Investment Consultants
Pennsylvania
$856K -$73.7K -390 -8%
JWM
998
Jeppson Wealth Management
California
$856K -$48K -254 -6%
BOM
999
Bank of Marin
California
$855K
ARC
1000
Advisor Resource Council
Texas
$853K -$227K -1,201 -22%