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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
976
Williams Jones Wealth Management
New York
$1.71M -$1.04M -4,228 -37%
CAG
977
Csenge Advisory Group
Florida
$1.71M +$709K +2,880 +68%
HG
978
Harbor Group
New Hampshire
$1.7M -$58.8K -239 -3%
AIM
979
Anchor Investment Management
South Carolina
$1.7M -$14.8K -60 -0.8%
TW
980
TritonPoint Wealth
Maryland
$1.7M +$20.4K +83 +1%
RCWM
981
Red Crane Wealth Management
California
$1.69M +$1.73M +7,035 New
IVP
982
Intrinsic Value Partners
Arizona
$1.69M -$36.9K -150 -2%
FSBI
983
Fearless Solutions (Best Invest)
Texas
$1.68M +$1.72M +6,979 New
AFO
984
Arrowroot Family Office
California
$1.67M -$309K -1,257 -15%
PIFP
985
Partners in Financial Planning
Virginia
$1.67M +$3.94K +16 +0.2%
SWM
986
SeaCrest Wealth Management
New York
$1.67M +$38.4K +156 +2%
CWMGO
987
Capstone Wealth Management Group (Oregon)
Oregon
$1.67M +$1.71M +6,939 New
ZF
988
Zhang Financial
Michigan
$1.67M +$72.3K +294 +4%
FCBT
989
First Citizens Bank & Trust
North Carolina
$1.66M +$48.7K +198 +3%
FTUS
990
Flow Traders U.S.
New York
$1.66M +$1.7M +6,899 New
CPSC
991
Carl P. Sherr & Co
Massachusetts
$1.66M -$23.1K -94 -1%
BW
992
BXM Wealth
Colorado
$1.65M +$1.69M +6,869 New
PI
993
PFG Investments
New York
$1.65M -$56.1K -228 -3%
FNBT
994
FineMark National Bank & Trust
Florida
$1.65M +$984 +4 +0.1%
WWM
995
Western Wealth Management
Colorado
$1.65M +$302K +1,226 +22%
RBC
996
Romano Brothers & Co
Illinois
$1.64M – – –
TWA
997
TCI Wealth Advisors
Arizona
$1.64M -$129K -524 -7%
Chevy Chase Trust
998
Chevy Chase Trust
Maryland
$1.64M +$750K +3,048 +81%
SIAS
999
Summit Investment Advisory Services
Minnesota
$1.62M +$3.44K +14 +0.2%
AWA
1000
Aaron Wealth Advisors
Illinois
$1.61M +$49.5K +201 +3%