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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1076
Global Strategic Investment Solutions
Arizona
$1.27M -$16.5K -74 -1%
LPAM
1077
Lodestar Private Asset Management
California
$1.27M +$260K +1,165 +28%
SFC
1078
Strategic Financial Concepts
Texas
$1.27M -$1.05M -4,726 -47%
LIA
1079
LifePlan Investment Advisors
North Carolina
$1.27M +$277K +1,242 +30%
FFP
1080
Freedom Financial Partners
Minnesota
$1.27M -$6.47K -29 -0.5%
GC
1081
Gibson Capital
Pennsylvania
$1.27M -$105K -471 -8%
AG
1082
Advocate Group
Minnesota
$1.26M +$48.4K +217 +4%
SWM
1083
Silverlake Wealth Management
Vermont
$1.25M +$16.7K +75 +1%
ULWM
1084
Upper Left Wealth Management
Florida
$1.25M -$139K -625 -11%
QCG
1085
Quadrant Capital Group
Ohio
$1.25M -$26.8K -120 -2%
ORC
1086
O'Rourke & Company
Massachusetts
$1.25M -$31.9K -143 -3%
FEG
1087
Fund Evaluation Group
Ohio
$1.25M +$1.17M +5,264 New
BDFN
1088
Bond & Devick Financial Network
Minnesota
$1.25M +$26.3K +118 +2%
FCIM
1089
Fairview Capital Investment Management
California
$1.24M +$15.2K +68 +1%
TPWA
1090
Twin Peaks Wealth Advisors
California
$1.24M +$3.57K +16 +0.3%
FI
1091
FIDELIS iM
Oregon
$1.23M
PCP
1092
Proficio Capital Partners
Massachusetts
$1.23M -$97.9K -439 -8%
OWA
1093
Oak Wealth Advisors
Illinois
$1.23M -$39.9K -179 -3%
HP
1094
Holistic Planning
Texas
$1.23M +$117K +526 +11%
LNWWM
1095
Laird Norton Wetherby Wealth Management
California
$1.23M +$1.16M +5,186 New
TA
1096
TFG Advisers
Michigan
$1.23M -$51.3K -230 -4%
LWM
1097
Liberty Wealth Management
California
$1.23M -$903K -4,047 -44%
EFG
1098
Everhart Financial Group
Ohio
$1.22M +$19.4K +87 +2%
Fiera Capital (Canada)
1099
Fiera Capital (Canada)
Quebec, Canada
$1.22M -$1.19M -5,337 -51%
MWM
1100
MorganRosel Wealth Management
Colorado
$1.22M +$126K +566 +12%