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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1201
Vilga Financial Planning
New Jersey
$1.44M
ULWM
1202
Upper Left Wealth Management
Florida
$1.44M +$148K +517 +12%
BFG
1203
Beacon Financial Group
Texas
$1.43M -$5.16K -18 -0.4%
SFSG
1204
Sound Financial Strategies Group
Mississippi
$1.43M +$16K +56 +1%
DI
1205
DAGCO Inc
Ohio
$1.42M +$10.9K +38 +0.8%
HA
1206
Hegarty Advisors
New York
$1.42M -$4.58K -16 -0.3%
HHWM
1207
Hiley Hunt Wealth Management
Nebraska
$1.42M +$287 +1 +0%
NFG
1208
Nations Financial Group
Iowa
$1.42M -$17.5K -61 -1%
LWM
1209
Luminvest Wealth Management
Arizona
$1.42M +$573 +2 +0%
KJWM
1210
Kiley Juergens Wealth Management
Washington
$1.42M -$15.8K -55 -1%
SIG
1211
Sargent Investment Group
Maryland
$1.41M
TWM
1212
Trevian Wealth Management
Massachusetts
$1.41M +$287 +1 +0%
EFG
1213
Elm3 Financial Group
Georgia
$1.4M +$21.5K +75 +2%
BBPWM
1214
Blue Bell Private Wealth Management
Pennsylvania
$1.4M
RFS
1215
Richardson Financial Services
Massachusetts
$1.4M -$86.3K -301 -6%
PMFA
1216
Plante Moran Financial Advisors
Michigan
$1.4M -$40.4K -141 -3%
PCA
1217
Pallas Capital Advisors
Massachusetts
$1.39M -$319K -1,114 -20%
1SB
1218
1ST Source Bank
Indiana
$1.39M -$6.3K -22 -0.5%
SC
1219
Summa Corp
Texas
$1.39M
National Bank of Canada
1220
National Bank of Canada
Quebec, Canada
$1.39M +$230K +803 +21%
CWG
1221
Cornerstone Wealth Group
North Carolina
$1.39M +$33.2K +116 +3%
BFC
1222
Bedel Financial Consulting
Indiana
$1.38M +$84.3K +294 +7%
SCM
1223
Sunbeam Capital Management
Georgia
$1.38M +$3.15K +11 +0.2%
CCWM
1224
Cassaday & Co Wealth Management
Virginia
$1.37M
AFP
1225
ATLas Financial Planning
Georgia
$1.37M -$11.5K -40 -0.9%