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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1101
Principal Financial Group
Iowa
$564K +$6.3K +34 +1%
BFG
1102
Bouchey Financial Group
New York
$563K -$361K -1,948 -39%
SIA
1103
Schechter Investment Advisors
Michigan
$561K +$18.9K +102 +3%
JSL
1104
JT Stratford LLC
Georgia
$561K -$14.8K -80 -3%
TFA
1105
TPG Financial Advisors
Oregon
$561K +$172K +926 +43%
VP
1106
Verum Partners
North Carolina
$559K +$565K +3,047 New
FNB
1107
Farmers National Bank
Kentucky
$557K +$5K +27 +0.9%
AAG
1108
Armstrong Advisory Group
Massachusetts
$557K +$562K +3,033 New
PIA
1109
Perennial Investment Advisors
California
$556K +$125K +672 +29%
BS
1110
Boenning & Scattergood
Pennsylvania
$554K -$903K -4,873 -65%
FWM
1111
Fingerlakes Wealth Management
New York
$552K +$371 +2 +0.1%
FF
1112
Francis Financial
$551K +$88.4K +477 +19%
FA
1113
Fiduciary Alliance
South Carolina
$549K +$554K +2,990 New
TPA
1114
Trivium Point Advisory
Connecticut
$548K +$32.6K +176 +6%
SIA
1115
Soltis Investment Advisors
Utah
$547K -$68.6K -370 -11%
IF
1116
Ironwood Financial
Arizona
$545K +$106K +572 +24%
CAS
1117
Coppell Advisory Solutions
Texas
$545K +$550K +2,968 New
CASC
1118
Coppell Advisory Solutions Corp
Texas
$545K +$550K +2,968 New
SEIA
1119
Signature Estate & Investment Advisors
California
$544K -$13.9K -75 -2%
ACM
1120
Armbruster Capital Management
New York
$543K -$449K -2,425 -45%
MGWM
1121
Marks Group Wealth Management
Minnesota
$540K +$927 +5 +0.2%
WIP
1122
WealthCare Investment Partners
Rhode Island
$538K -$85.8K -463 -14%
JSW
1123
Journey Strategic Wealth
New Jersey
$534K +$539K +2,907 New
LWMNY
1124
Landmark Wealth Management (New York)
New York
$531K -$204K -1,099 -28%
ADL
1125
Asset Dedication LLC
California
$531K +$159K +860 +42%