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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1151
Compass Advisory Group
New York
$445K +$1.26K +6 +0.3%
EP
1152
Eudaimonia Partners
Tennessee
$445K +$441K +2,095 New
WTFG
1153
Wells Trecaso Financial Group
Ohio
$442K +$246K +1,170 +129%
LSPW
1154
Lake Street Private Wealth
Illinois
$439K – – –
DI
1155
DAGCO Inc
Ohio
$438K +$35.4K +168 +9%
FFC
1156
First Financial Corp
Indiana
$438K +$258K +1,224 +146%
TCWM
1157
Total Clarity Wealth Management
Illinois
$430K -$577K -2,739 -58%
LA
1158
Latitude Advisors
Florida
$430K +$142K +675 +50%
NF
1159
Nikulski Financial
Iowa
$429K -$7.37K -35 -2%
COCM
1160
Charter Oak Capital Management
New Hampshire
$429K +$70.1K +333 +20%
TWM
1161
Tolleson Wealth Management
Texas
$427K +$52.6K +250 +14%
FA
1162
FC Advisory
Pennsylvania
$426K +$64K +304 +18%
Nomura Asset Management
1163
Nomura Asset Management
Japan
$425K -$147K -700 -26%
TNA
1164
True North Advisors
Texas
$425K – – –
AWC
1165
Adamsbrown Wealth Consultants
Kansas
$425K +$24.4K +116 +6%
AWM
1166
AllSquare Wealth Management
New York
$424K -$39.6K -188 -9%
TFA
1167
TPG Financial Advisors
Oregon
$423K -$19.8K -94 -5%
NPF
1168
Norris Perne & French
Michigan
$423K – – –
BW
1169
Bison Wealth
Georgia
$422K -$124K -591 -23%
IA
1170
Insight Advisors
Pennsylvania
$419K +$1.05K +5 +0.3%
FANJ
1171
Financial Architects (New Jersey)
New Jersey
$418K -$34.3K -163 -8%
T
1172
TRUADVICE
Florida
$418K +$50.9K +242 +13%
KW
1173
KWB Wealth
California
$416K – – –
HCA
1174
Heck Capital Advisors
Wisconsin
$415K +$421 +2 +0.1%
HT
1175
HighTower Trust
Texas
$415K – – –