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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1176
McCarthy Asset Management
California
$340K -$17.6K -93 -4%
NPF
1177
Norris Perne & French
Michigan
$340K – – –
FWM
1178
Fairhaven Wealth Management
Illinois
$340K +$376K +1,990 New
LFA
1179
LifeGuide Financial Advisors
Pennsylvania
$338K – – –
FANJ
1180
Financial Architects (New Jersey)
New Jersey
$338K +$373K +1,978 New
GAM
1181
Griffin Asset Management
New York
$337K +$19.4K +103 +6%
HCA
1182
Heck Capital Advisors
Wisconsin
$336K +$1.32K +7 +0.4%
AWC
1183
Adamsbrown Wealth Consultants
Kansas
$336K – – –
SFO
1184
Stokes Family Office
Louisiana
$335K -$11.7K -62 -3%
BWA
1185
Bordeaux Wealth Advisors
California
$335K -$1.32K -7 -0.4%
NCG
1186
Newport Capital Group
New Jersey
$335K +$365K +1,932 New
HT
1187
HighTower Trust
Texas
$334K +$369K +1,955 New
MWM
1188
Merriman Wealth Management
Washington
$333K -$11.3K -60 -3%
PCA
1189
Pallas Capital Advisors
Massachusetts
$333K -$755 -4 -0.2%
FWTB
1190
First Western Trust Bank
Colorado
$333K – – –
UL
1191
Unionview LLC
Washington
$332K +$31.9K +169 +10%
Vanguard Personalized Indexing Management
1192
Vanguard Personalized Indexing Management
California
$331K +$366K +1,940 New
LSPW
1193
Lake Street Private Wealth
Illinois
$330K -$34.6K -183 -9%
KFS
1194
Kelly Financial Services
Massachusetts
$329K +$3.96K +21 +1%
AWM
1195
Accurate Wealth Management
Florida
$329K +$348K +1,842 New
TVWM
1196
Tower View Wealth Management
Wisconsin
$328K +$22.5K +119 +7%
PWW
1197
Pettyjohn Wood & White
Virginia
$327K +$378 +2 +0.1%
VAS
1198
Vestmark Advisory Solutions
Massachusetts
$326K +$101K +534 +39%
MW
1199
MBL Wealth
North Carolina
$325K – – –
HGWM
1200
Horst & Graben Wealth Management
Oregon
$324K -$14.7K -78 -4%