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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1101
Western Wealth Management
Colorado
$607K -$173K -913 -23%
CIA
1102
Cohen Investment Advisors
New Hampshire
$606K +$45.5K +241 +9%
KAM
1103
KEB Asset Management
Illinois
$605K -$145K -765 -20%
MGWM
1104
Marks Group Wealth Management
Minnesota
$605K +$17.8K +94 +3%
PIA
1105
Perennial Investment Advisors
California
$604K -$24.6K -130 -4%
FWM
1106
Fingerlakes Wealth Management
New York
$603K +$2.27K +12 +0.4%
MWM
1107
Maripau Wealth Management
Indiana
$600K -$26.1K -138 -4%
FA
1108
Fiduciary Alliance
South Carolina
$597K +$4.35K +23 +0.8%
AA
1109
Advisory Alpha
Michigan
$594K +$564K +2,985 New
HAIM
1110
Hunter Associates Investment Management
Pennsylvania
$593K +$102K +540 +22%
OWP
1111
Obermeyer Wealth Partners
Colorado
$592K – – –
OWA
1112
Outlook Wealth Advisors
Texas
$590K +$560K +2,965 New
MA
1113
MJP Associates
Connecticut
$590K +$139K +735 +33%
FNWM
1114
Financial Network Wealth Management
Utah
$589K -$137K -726 -20%
MPCG
1115
Matrix Private Capital Group
New York
$589K -$10.8K -57 -2%
FCM
1116
Fortis Capital Management
Washington
$587K +$244K +1,293 +78%
EL
1117
EWA LLC
Pennsylvania
$580K +$2.08K +11 +0.4%
TH
1118
Team Hewins
California
$578K +$104K +550 +23%
FNB
1119
Farmers National Bank
Kentucky
$576K -$25.7K -136 -4%
VP
1120
Verum Partners
North Carolina
$574K -$30.2K -160 -5%
EP
1121
Eudaimonia Partners
Tennessee
$574K +$229K +1,210 +72%
T
1122
TRUADVICE
Florida
$573K +$6.99K +37 +1%
BAM
1123
Belpointe Asset Management
Nevada
$573K -$2.98M -15,766 -85%
PA
1124
PFW Advisors
Georgia
$572K +$536K +2,835 New
E
1125
ETFidea
New York
$570K +$12.8K +68 +2%