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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
1076
Valley Forge Investment Consultants
Pennsylvania
$988K +$860 +4 +0.1%
NCM
1077
Northwest Capital Management
Oregon
$984K – – –
WEG
1078
World Equity Group
Illinois
$983K -$16.8K -78 -2%
BOM
1079
Bank of Marin
California
$983K – – –
BAM
1080
Belpointe Asset Management
Nevada
$975K +$432K +2,006 +89%
DSA
1081
Droms Strauss Advisors
Missouri
$974K +$8.17K +38 +0.9%
NGA
1082
Naples Global Advisors
Florida
$973K – – –
MIG
1083
McGuire Investment Group
Rhode Island
$972K -$96.4K -448 -10%
KCIC
1084
Kuhn & Co Investment Counsel
Illinois
$966K +$74.2K +345 +9%
RWM
1085
Rockwood Wealth Management
Pennsylvania
$964K – – –
FW
1086
Fairway Wealth
Ohio
$963K +$47.1K +219 +5%
BFG
1087
Baron Financial Group
New Jersey
$963K +$211K +980 +30%
DPI
1088
Diversified Portfolios Inc
Michigan
$961K -$9.46K -44 -1%
JSL
1089
JT Stratford LLC
Georgia
$957K +$15.9K +74 +2%
DI
1090
Disciplined Investments
Oklahoma
$957K -$3.87K -18 -0.4%
NCTC
1091
New Covenant Trust Company
Indiana
$945K +$889K +4,134 New
TCM
1092
Traynor Capital Management
Pennsylvania
$942K -$51.2K -238 -5%
ECM
1093
Exchange Capital Management
Michigan
$942K -$35.3K -164 -4%
CG
1094
Cynosure Group
Utah
$940K +$18.1K +84 +2%
HCM
1095
Hall Capital Management
Rhode Island
$938K +$34K +158 +4%
FIA
1096
Foundations Investment Advisors
Arizona
$936K -$29K -135 -3%
Neuberger Berman Group
1097
Neuberger Berman Group
New York
$934K -$991K -4,607 -53%
PD
1098
Planning Directions
Pennsylvania
$932K -$181K -840 -17%
ICG
1099
InterOcean Capital Group
Tennessee
$931K +$210K +976 +32%
AG
1100
Advocate Group
Minnesota
$929K +$58.9K +274 +7%