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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWC
1176
Pathfinder Wealth Consulting
North Carolina
$1.28M -$212K -785 -14%
SHFA
1177
SC&H Financial Advisors
Maryland
$1.28M +$1.89K +7 +0.1%
CIA
1178
Cohen Investment Advisors
New Hampshire
$1.27M +$102K +378 +8%
VC
1179
Vicus Capital
Pennsylvania
$1.27M +$271 +1 +0%
CWG
1180
Cornerstone Wealth Group
North Carolina
$1.27M -$229K -846 -16%
MWA
1181
Medallion Wealth Advisors
Connecticut
$1.26M -$7.04K -26 -0.5%
MFGM
1182
Marshall Financial Group (Maryland)
Maryland
$1.26M -$3.25K -12 -0.2%
TF
1183
TME Financial
California
$1.26M -$172K -635 -12%
JWBC
1184
John W. Brooker & Co
California
$1.26M +$729K +2,693 +127%
SW
1185
SteelPeak Wealth
California
$1.26M -$25.4K -94 -2%
QPWM
1186
Quadrant Private Wealth Management
Pennsylvania
$1.25M +$97.2K +359 +8%
AC
1187
Addison Capital
Pennsylvania
$1.25M -$3.96M -14,624 -75%
VFP
1188
Vilga Financial Planning
New Jersey
$1.25M – – –
FIB
1189
First Interstate Bank
Montana
$1.25M +$16.2K +60 +1%
MFWP
1190
Mosaic Family Wealth Partners
Missouri
$1.25M – – –
NFG
1191
Nations Financial Group
Iowa
$1.24M -$10K -37 -0.8%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$1.24M +$17.9K +66 +1%
BFG
1193
Beacon Financial Group
Texas
$1.24M +$271 +1 +0%
KJWM
1194
Kiley Juergens Wealth Management
Washington
$1.24M +$1.28M +4,725 New
JWM
1195
JHP Wealth Management
Colorado
$1.24M +$669K +2,472 +110%
HA
1196
Hegarty Advisors
New York
$1.23M -$12.2K -45 -0.9%
HAM
1197
Harmony Asset Management
Arizona
$1.23M +$55.5K +205 +5%
LWM
1198
Liberty Wealth Management
California
$1.23M -$110K -405 -8%
BBHC
1199
Brown Brothers Harriman & Co
New York
$1.23M -$222K -819 -15%
HHWM
1200
Hiley Hunt Wealth Management
Nebraska
$1.23M -$7.85K -29 -0.6%