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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
1101
MGO Private Wealth
California
$565K +$60.8K +328 +12%
Principal Financial Group
1102
Principal Financial Group
Iowa
$564K +$6.3K +34 +1%
BFG
1103
Bouchey Financial Group
New York
$563K -$361K -1,948 -39%
SIA
1104
Schechter Investment Advisors
Michigan
$561K +$18.9K +102 +3%
JSL
1105
JT Stratford LLC
Georgia
$561K -$14.8K -80 -3%
TFA
1106
TPG Financial Advisors
Oregon
$561K +$172K +926 +43%
VP
1107
Verum Partners
North Carolina
$559K +$565K +3,047 New
FNB
1108
Farmers National Bank
Kentucky
$557K +$5K +27 +0.9%
AAG
1109
Armstrong Advisory Group
Massachusetts
$557K +$562K +3,033 New
PIA
1110
Perennial Investment Advisors
California
$556K +$125K +672 +29%
BS
1111
Boenning & Scattergood
Pennsylvania
$554K -$903K -4,873 -65%
FWM
1112
Fingerlakes Wealth Management
New York
$552K +$371 +2 +0.1%
FF
1113
Francis Financial
$551K +$88.4K +477 +19%
FA
1114
Fiduciary Alliance
South Carolina
$549K +$554K +2,990 New
TPA
1115
Trivium Point Advisory
Connecticut
$548K +$32.6K +176 +6%
SIA
1116
Soltis Investment Advisors
Utah
$547K -$68.6K -370 -11%
IF
1117
Ironwood Financial
Arizona
$545K +$106K +572 +24%
CAS
1118
Coppell Advisory Solutions
Texas
$545K +$550K +2,968 New
CASC
1119
Coppell Advisory Solutions Corp
Texas
$545K +$550K +2,968 New
SEIA
1120
Signature Estate & Investment Advisors
California
$544K -$13.9K -75 -2%
ACM
1121
Armbruster Capital Management
New York
$543K -$449K -2,425 -45%
MGWM
1122
Marks Group Wealth Management
Minnesota
$540K +$927 +5 +0.2%
WIP
1123
WealthCare Investment Partners
Rhode Island
$538K -$85.8K -463 -14%
JSW
1124
Journey Strategic Wealth
New Jersey
$534K +$539K +2,907 New
LWMNY
1125
Landmark Wealth Management (New York)
New York
$531K -$204K -1,099 -28%