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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1026
Berger Financial Group
Minnesota
$2.06M -$168K -585 -8%
CSF
1027
Capital Squared Financial
Maryland
$2.06M +$29.2K +102 +2%
RPCONE
1028
Retirement Planning Company of New England
Rhode Island
$2.05M -$51.9K -181 -3%
SWM
1029
SHP Wealth Management
Massachusetts
$2.05M +$498K +1,736 +35%
FLPIM
1030
F.L. Putnam Investment Management
Massachusetts
$2.05M -$94K -328 -5%
GWM
1031
Geneos Wealth Management
Colorado
$2.04M +$111K +387 +6%
MCA
1032
Maryland Capital Advisors
Maryland
$2.04M +$1.93M +6,728 New
CWMGO
1033
Capstone Wealth Management Group (Oregon)
Oregon
$2.04M +$237K +828 +14%
PIFP
1034
Partners in Financial Planning
Virginia
$2.04M +$2.29K +8 +0.1%
RGF
1035
Retirement Guys Formula
Ohio
$2.04M +$11.8K +41 +0.6%
CCA
1036
Cadent Capital Advisors
Oklahoma
$2.03M -$171K -598 -8%
AHC
1037
Anderson Hoagland & Co
Missouri
$2.03M -$194K -678 -9%
SAP
1038
Strategic Advisory Partners
North Carolina
$2.02M -$3.15K -11 -0.2%
VCP
1039
Verus Capital Partners
Arizona
$2.02M -$29.5K -103 -2%
PIA
1040
Perennial Investment Advisors
California
$2.02M -$30.7K -107 -2%
RWM
1041
Revisor Wealth Management
Ohio
$2.02M +$82.8K +289 +5%
SC
1042
Schoolcraft Capital
Colorado
$2.01M -$16.6K -58 -0.9%
LBC
1043
Lowe Brockenbrough & Co
Virginia
$2M -$4.87K -17 -0.3%
IP
1044
Investment Partners
Ohio
$2M -$7.17K -25 -0.4%
SA
1045
Sovran Advisors
California
$1.99M +$4.01K +14 +0.2%
OFS
1046
Opus Financial Solutions
Illinois
$1.99M -$1.15K -4 -0.1%
PWMG
1047
Pioneer Wealth Management Group
Texas
$1.99M -$91.4K -319 -5%
GPW
1048
Gray Private Wealth
Massachusetts
$1.98M +$573 +2 +0%
NS
1049
NBC Securities
Alabama
$1.97M +$76.2K +266 +4%
LPAM
1050
Lodestar Private Asset Management
California
$1.97M +$121K +421 +7%