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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1101
Rockwood Wealth Management
Pennsylvania
$1.5M +$9.48K +37 +0.6%
IBOK
1102
Independence Bank of Kentucky
Kentucky
$1.49M +$30.2K +118 +2%
PRP
1103
Peak Retirement Planning
Ohio
$1.49M +$611K +2,385 +70%
SWM
1104
Spire Wealth Management
Virginia
$1.49M +$83.5K +326 +6%
LG
1105
LAM Group
Oregon
$1.48M +$11.5K +45 +0.8%
TWM
1106
Topsail Wealth Management
North Carolina
$1.48M -$209K -814 -12%
KP
1107
Keel Point
Alabama
$1.48M -$30.5K -119 -2%
TP
1108
Tranquility Partners
Tennessee
$1.47M -$68.9K -269 -4%
LPAM
1109
Lodestar Private Asset Management
California
$1.47M -$21.3K -83 -1%
G
1110
GuidedMoney
Wisconsin
$1.47M +$1.46M +5,705 New
PWC
1111
Pathfinder Wealth Consulting
North Carolina
$1.46M +$1.45M +5,665 New
HP
1112
Holistic Planning
Texas
$1.45M +$182K +712 +14%
IF
1113
Intrua Financial
Texas
$1.44M -$29.5K -115 -2%
LC
1114
Luminist Capital
Michigan
$1.44M +$43.8K +171 +3%
AF
1115
Amara Financial
California
$1.43M +$5.64K +22 +0.4%
GW
1116
Graetz Wealth
Michigan
$1.43M +$1.42M +5,526 New
BBHC
1117
Brown Brothers Harriman & Co
New York
$1.42M +$206K +805 +17%
DFC
1118
DBK Financial Counsel
Ohio
$1.42M -$6.41K -25 -0.5%
NPFS
1119
Novak & Powell Financial Services
Florida
$1.42M +$785K +3,063 +159%
CIC
1120
Carnegie Investment Counsel
Ohio
$1.42M +$51.5K +201 +4%
WEG
1121
World Equity Group
Illinois
$1.41M +$52.5K +205 +4%
TF
1122
TME Financial
California
$1.41M +$52.3K +204 +4%
CWMGO
1123
Capstone Wealth Management Group (Oregon)
Oregon
$1.41M +$94.5K +369 +7%
GWM
1124
Geneos Wealth Management
Colorado
$1.41M +$65.1K +254 +5%
1WA
1125
180 Wealth Advisors
Washington
$1.41M +$68.1K +266 +5%