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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1051
SigFig Wealth Management
California
$1.65M -$110K -430 -6%
DAS
1052
Diversify Advisory Services
Utah
$1.64M +$737K +2,875 +93%
BIA
1053
Bell Investment Advisors
California
$1.64M +$769 +3 +0%
HCM
1054
Hall Capital Management
Rhode Island
$1.64M +$80.2K +313 +5%
CFGSD
1055
Compass Financial Group (South Dakota)
South Dakota
$1.64M -$11K -43 -0.7%
JWM
1056
Jeppson Wealth Management
California
$1.64M +$12.3K +48 +0.8%
SSWG
1057
Seven Springs Wealth Group
Tennessee
$1.63M
HWA
1058
HCR Wealth Advisors
California
$1.63M +$1.36M +5,303 +517%
TF
1059
Tompkins Financial
New York
$1.63M +$54.3K +212 +3%
NS
1060
NBC Securities
Alabama
$1.63M +$2.31K +9 +0.1%
HNWAG
1061
High Net Worth Advisory Group
Florida
$1.63M +$144K +561 +10%
LF
1062
Lee Financial
Texas
$1.62M -$512 -2 -0%
TCM
1063
Traynor Capital Management
Pennsylvania
$1.62M -$204K -795 -11%
GWMIA
1064
Global Wealth Management Investment Advisory
Florida
$1.62M +$22.8K +89 +1%
STB
1065
S&T Bank
Pennsylvania
$1.61M +$61.5K +240 +4%
GT
1066
Greenleaf Trust
Michigan
$1.61M +$123K +482 +8%
CCFM
1067
Clear Creek Financial Management
Washington
$1.61M +$58.7K +229 +4%
UWM
1068
USAdvisors Wealth Management
Minnesota
$1.6M -$24.6K -96 -2%
WCA
1069
Westover Capital Advisors
Delaware
$1.6M +$42.8K +167 +3%
AG
1070
AlTi Global
New York
$1.6M +$72.8K +284 +5%
RWM
1071
Revisor Wealth Management
Ohio
$1.59M +$492K +1,919 +49%
DAS
1072
DMKC Advisory Services
Iowa
$1.59M +$199K +778 +14%
SWA
1073
Strategic Wealth Advisors
Arizona
$1.58M +$1.57M +6,133 New
RBC
1074
Romano Brothers & Co
Illinois
$1.58M -$16.4K -64 -1%
CCT
1075
Capital City Trust
Florida
$1.58M +$239K +934 +18%