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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1151
Parkside Financial Bank & Trust
Missouri
$134K
SWM
1152
Sugarloaf Wealth Management
Georgia
$128K +$706 +4 +0.6%
GWS
1153
Glassman Wealth Services
Virginia
$127K
SFSIG
1154
San Francisco Sentry Investment Group
California
$125K
ADL
1155
Asset Dedication LLC
California
$124K +$16.2K +92 +17%
HPC
1156
HM Payson & Co
Maine
$119K -$27.5K -156 -20%
FFA
1157
Freedman Financial Associates
Massachusetts
$118K +$107K +605 New
JFGIW
1158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K
FF
1159
FourThought Financial
Florida
$108K +$97.9K +555 New
GTAM
1160
Global Trust Asset Management
Florida
$106K -$17.6K -100 -15%
EW
1161
Element Wealth
Mississippi
$105K
AC
1162
Asio Capital
Kentucky
$97K
FFC
1163
First Financial Corp
Indiana
$97K
WCAMG
1164
Woodard & Company Asset Management Group
North Carolina
$97K
PCA
1165
Providence Capital Advisors
North Carolina
$95K
CAL
1166
Capital Analysts LLC
Pennsylvania
$94K -$2.47K -14 -3%
GFPC
1167
Global Financial Private Client
Florida
$91.9K +$14.6K +83 +21%
CT
1168
Caldwell Trust
Florida
$89.6K
PMFA
1169
Plante Moran Financial Advisors
Michigan
$88K +$706 +4 +0.9%
FFC
1170
Fure Financial Corporation
Minnesota
$87K
Kayne Anderson Rudnick Investment Management
1171
Kayne Anderson Rudnick Investment Management
California
$87K
HI
1172
Human Investing
Oregon
$85K -$13.6K -77 -15%
AWM
1173
Accel Wealth Management
Iowa
$85K +$77.3K +438 New
FCMT
1174
Founders Capital Management (Texas)
Texas
$84K +$76.2K +432 New
FPFS
1175
First Personal Financial Services
North Carolina
$81K -$14.1K -80 -16%