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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1101
Fingerlakes Wealth Management
New York
$573K +$2.33K +12 +0.4%
MPCG
1102
Matrix Private Capital Group
New York
$572K -$97.2K -501 -14%
TNB
1103
Thomasville National Bank
Georgia
$569K +$34.9K +180 +6%
PFBT
1104
Parkside Financial Bank & Trust
Missouri
$568K +$23.1K +119 +4%
FA
1105
Fiduciary Alliance
South Carolina
$565K -$1.75K -9 -0.3%
OWP
1106
Obermeyer Wealth Partners
Colorado
$564K +$229K +1,179 +66%
MGWM
1107
Marks Group Wealth Management
Minnesota
$558K +$1.16K +6 +0.2%
CAI
1108
Capital Advisors Inc
Oklahoma
$558K +$14.5K +75 +3%
SBH
1109
Segall Bryant & Hamill
Illinois
$555K +$64K +330 +13%
JSW
1110
Journey Strategic Wealth
New Jersey
$551K +$194 +1 +0%
NG
1111
Northstar Group
New York
$546K +$582 +3 +0.1%
HAS
1112
HBW Advisory Services
California
$545K +$6.21K +32 +1%
VWA
1113
V Wealth Advisors
Kansas
$545K +$82.8K +427 +17%
TCBWMS
1114
Texas Capital Bank Wealth Management Services
Texas
$543K +$556K +2,866 New
EWM
1115
Evergreen Wealth Management
Michigan
$543K +$50.6K +261 +10%
AG
1116
Advocate Group
Minnesota
$536K +$2.13K +11 +0.4%
AAG
1117
Armstrong Advisory Group
Massachusetts
$536K -$39.6K -204 -7%
BFG
1118
Bouchey Financial Group
New York
$536K -$46.2K -238 -8%
EWP
1119
Elevation Wealth Partners
California
$534K +$547K +2,819 New
CFO
1120
CVA Family Office
Colorado
$534K – – –
EL
1121
EWA LLC
Pennsylvania
$534K +$563K +2,904 New
GWM
1122
Geneos Wealth Management
Colorado
$533K +$32.8K +169 +6%
CIA
1123
Cohen Investment Advisors
New Hampshire
$532K +$39.8K +205 +8%
E
1124
ETFidea
New York
$531K +$11.2K +58 +2%
CCA
1125
Cobblestone Capital Advisors
New York
$526K -$86.1K -444 -14%