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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1076
SignalPoint Asset Management
Missouri
$624K -$3.88K -20 -0.6%
FLA
1077
Financial Life Advisors
Texas
$622K -$1.16M -5,998 -65%
LWMNY
1078
Landmark Wealth Management (New York)
New York
$621K +$74.1K +382 +13%
SFI
1079
SPC Financial Inc
Maryland
$621K – – –
WCF
1080
West Coast Financial
California
$619K -$19K -98 -3%
PFM
1081
Parsec Financial Management
North Carolina
$619K – – –
MWM
1082
MorganRosel Wealth Management
Colorado
$618K +$237K +1,222 +60%
MCG
1083
McCollum Christoferson Group
New York
$605K +$11.6K +60 +2%
PIA
1084
Perennial Investment Advisors
California
$600K +$27.1K +140 +5%
WC
1085
Waterloo Capital
Texas
$598K +$612K +3,155 New
RIA
1086
Realta Investment Advisors
Delaware
$598K +$371K +1,912 +154%
TC
1087
TAP Consulting
Missouri
$598K -$1.55K -8 -0.3%
MWM
1088
Maripau Wealth Management
Indiana
$598K +$388 +2 +0.1%
SWM
1089
Segment Wealth Management
Texas
$594K +$1.36K +7 +0.2%
OA
1090
Operose Advisors
Wisconsin
$592K -$6.01K -31 -1%
TH
1091
TCTC Holdings
Texas
$592K – – –
THL
1092
Tillman Hartley LLC
Colorado
$592K -$6.59K -34 -1%
AMCA
1093
Arthur M. Cohen & Associates
Illinois
$588K +$1.75K +9 +0.3%
Nomura Asset Management
1094
Nomura Asset Management
Japan
$588K +$175K +900 +41%
JSL
1095
JT Stratford LLC
Georgia
$579K – – –
TFA
1096
TPG Financial Advisors
Oregon
$578K -$1.36K -7 -0.2%
VP
1097
Verum Partners
North Carolina
$578K – – –
FNB
1098
Farmers National Bank
Kentucky
$575K – – –
TPA
1099
Trivium Point Advisory
Connecticut
$573K +$19.4K +100 +3%
CI
1100
Chartist Inc
California
$573K +$631K +3,254 New