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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1076
Luminvest Wealth Management
Arizona
$918K +$391K +1,781 +77%
ECM
1077
Exchange Capital Management
Michigan
$918K +$20.4K +93 +2%
DPI
1078
Diversified Portfolios Inc
Michigan
$916K – – –
Neuberger Berman Group
1079
Neuberger Berman Group
New York
$914K +$23.3K +106 +3%
DI
1080
Disciplined Investments
Oklahoma
$914K +$1.32K +6 +0.1%
RFP
1081
Root Financial Partners
California
$911K +$386K +1,758 +73%
CCA
1082
Conservest Capital Advisors
Pennsylvania
$899K – – –
PP
1083
Patron Partners
Texas
$899K +$119K +541 +15%
BAM
1084
Belpointe Asset Management
Nevada
$899K -$31.2K -142 -3%
TCM
1085
Traynor Capital Management
Pennsylvania
$898K +$220 +1 +0%
HCM
1086
Hall Capital Management
Rhode Island
$898K +$2.85K +13 +0.3%
RRA
1087
Round Rock Advisors
Connecticut
$894K -$165K -751 -15%
SWM
1088
SFG Wealth Management
Maryland
$894K +$351K +1,600 +64%
JWBC
1089
John W. Brooker & Co
California
$892K -$52K -237 -5%
BRIA
1090
Balanced Rock Investment Advisors
Massachusetts
$891K +$58.6K +267 +7%
KHCM
1091
Kirtland Hills Capital Management
Ohio
$891K +$490K +2,230 +120%
DSA
1092
Droms Strauss Advisors
Missouri
$890K -$39.5K -180 -4%
VFG
1093
Victory Financial Group
Texas
$889K -$163K -740 -15%
RWA
1094
River Wealth Advisors
Pennsylvania
$882K -$1.1K -5 -0.1%
FIA
1095
Foundations Investment Advisors
Arizona
$881K -$11.4K -52 -1%
LDB
1096
Lee, Danner & Bass
Tennessee
$881K +$887K +4,040 New
BFA
1097
Beaumont Financial Advisors
Massachusetts
$880K – – –
CWM
1098
Cahill Wealth Management
Michigan
$878K – – –
LPAM
1099
Lodestar Private Asset Management
California
$878K -$1.54K -7 -0.2%
TPA
1100
Trivium Point Advisory
Connecticut
$874K +$339K +1,544 +63%