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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
1101
Capstone Wealth Management Group (Oregon)
Oregon
$1.29M +$16.4K +66 +1%
CFG
1102
Cooper Financial Group
California
$1.29M +$97.2K +392 +8%
SWM
1103
Silverlake Wealth Management
Vermont
$1.29M -$52.3K -211 -4%
AFO
1104
Arrowroot Family Office
California
$1.28M -$22.6K -91 -2%
FBFS
1105
First Business Financial Services
Wisconsin
$1.28M -$634K -2,557 -34%
NB
1106
Nicolet Bankshares
Wisconsin
$1.28M +$243K +980 +24%
BP
1107
BBR Partners
New York
$1.28M -$196K -789 -14%
SFP
1108
SwitchPoint Financial Planning
Utah
$1.27M
MFGM
1109
Marshall Financial Group (Maryland)
Maryland
$1.26M -$20.1K -81 -2%
SAM
1110
Secure Asset Management
Michigan
$1.26M -$237K -957 -16%
CF
1111
Claris Financial
Virginia
$1.25M +$246K +991 +25%
RFS
1112
Richardson Financial Services
Massachusetts
$1.25M -$10.7K -43 -0.9%
HP
1113
Holistic Planning
Texas
$1.25M -$68.4K -276 -5%
SFP
1114
Strategic Financial Partners
Oregon
$1.24M -$26K -105 -2%
WWM
1115
Western Wealth Management
Colorado
$1.24M -$149K -600 -11%
DFA
1116
Delta Financial Advisors
Louisiana
$1.24M +$13.9K +56 +1%
CWMGP
1117
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.24M -$3.47K -14 -0.3%
NPT
1118
National Philanthropic Trust
Pennsylvania
$1.24M -$22.3K -90 -2%
VC
1119
Vicus Capital
Pennsylvania
$1.23M +$12.9K +52 +1%
MWA
1120
Medallion Wealth Advisors
Connecticut
$1.23M +$10.9K +44 +0.9%
SCA
1121
Stillwater Capital Advisors
Pennsylvania
$1.23M -$39.9K -161 -3%
FDCDDQ
1122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23M -$188K -758 -14%
NFG
1123
Nations Financial Group
Iowa
$1.23M -$28.8K -116 -2%
LRWM
1124
Lord & Richards Wealth Management
Colorado
$1.22M +$94.2K +380 +9%
SHFA
1125
SC&H Financial Advisors
Maryland
$1.22M -$144K -580 -11%