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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
1076
Financial Life Advisors
Texas
$622K -$1.16M -5,998 -65%
LWMNY
1077
Landmark Wealth Management (New York)
New York
$621K +$74.1K +382 +13%
SFI
1078
SPC Financial Inc
Maryland
$621K
WCF
1079
West Coast Financial
California
$619K -$19K -98 -3%
PFM
1080
Parsec Financial Management
North Carolina
$619K
MWM
1081
MorganRosel Wealth Management
Colorado
$618K +$237K +1,222 +60%
MCG
1082
McCollum Christoferson Group
New York
$605K +$11.6K +60 +2%
PIA
1083
Perennial Investment Advisors
California
$600K +$27.1K +140 +5%
WC
1084
Waterloo Capital
Texas
$598K +$612K +3,155 New
RIA
1085
Realta Investment Advisors
Delaware
$598K +$371K +1,912 +154%
TC
1086
TAP Consulting
Missouri
$598K -$1.55K -8 -0.3%
MWM
1087
Maripau Wealth Management
Indiana
$598K +$388 +2 +0.1%
SWM
1088
Segment Wealth Management
Texas
$594K +$1.36K +7 +0.2%
OA
1089
Operose Advisors
Wisconsin
$592K -$6.01K -31 -1%
TH
1090
TCTC Holdings
Texas
$592K
THL
1091
Tillman Hartley LLC
Colorado
$592K -$6.59K -34 -1%
AMCA
1092
Arthur M. Cohen & Associates
Illinois
$588K +$1.75K +9 +0.3%
Nomura Asset Management
1093
Nomura Asset Management
Japan
$588K +$175K +900 +41%
JSL
1094
JT Stratford LLC
Georgia
$579K
TFA
1095
TPG Financial Advisors
Oregon
$578K -$1.36K -7 -0.2%
VP
1096
Verum Partners
North Carolina
$578K
FNB
1097
Farmers National Bank
Kentucky
$575K
TPA
1098
Trivium Point Advisory
Connecticut
$573K +$19.4K +100 +3%
CI
1099
Chartist Inc
California
$573K +$631K +3,254 New
FWM
1100
Fingerlakes Wealth Management
New York
$573K +$2.33K +12 +0.4%