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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1001
Wescott Financial Advisory Group
Pennsylvania
$845K -$61.2K -324 -7%
TCM
1002
Traynor Capital Management
Pennsylvania
$839K +$6.99K +37 +0.9%
RWM
1003
Rockwood Wealth Management
Pennsylvania
$838K +$68K +360 +9%
TA
1004
TFB Advisors
Kansas
$838K +$469K +2,481 +143%
TP
1005
Tranquility Partners
Tennessee
$829K +$150K +794 +24%
DSA
1006
Droms Strauss Advisors
Missouri
$817K -$133K -703 -15%
BCP
1007
Berkeley Capital Partners
Georgia
$815K +$7.37K +39 +1%
RW
1008
REDW Wealth
New Mexico
$815K -$99K -524 -11%
LW
1009
Libra Wealth
California
$814K -$19.7K -104 -2%
EFG
1010
Everhart Financial Group
Ohio
$797K -$8.69K -46 -1%
CCFM
1011
Clear Creek Financial Management
Washington
$796K -$78.2K -414 -9%
HS
1012
Horan Securities
United States
$796K +$70.9K +375 +10%
TWD
1013
True Wealth Design
Ohio
$795K
SWA
1014
Sightline Wealth Advisors
Connecticut
$793K
SCM
1015
Spreng Capital Management
Ohio
$780K -$44K -233 -6%
DI
1016
DFPG Investments
Utah
$780K +$55.7K +295 +9%
EWA
1017
Etesian Wealth Advisors
Oregon
$778K +$6.8K +36 +0.9%
CPSAC
1018
Chas P. Smith & Associates (CPS)
Florida
$776K -$4.54K -24 -0.6%
BONH
1019
Bank of New Hampshire
New Hampshire
$772K +$11.3K +60 +2%
YIA
1020
YHB Investment Advisors
Connecticut
$770K -$189 -1 -0%
LDB
1021
Lee, Danner & Bass
Tennessee
$770K +$10.4K +55 +1%
WA
1022
Waterford Advisors
New York
$761K -$5.1K -27 -0.7%
FAIM
1023
Financial Advocates Investment Management
Washington
$759K -$179K -948 -20%
RCG
1024
Regatta Capital Group
California
$758K +$6.05K +32 +0.8%
IF
1025
Ironwood Financial
Arizona
$753K +$56.9K +301 +9%