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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
1201
Valley Forge Investment Consultants
Pennsylvania
$961K +$7.63K +31 +0.8%
RWA
1202
River Wealth Advisors
Pennsylvania
$959K -$2.21K -9 -0.2%
JWBC
1203
John W. Brooker & Co
California
$954K -$29.8K -121 -3%
LKBC
1204
L.K. Benson & Company
Maryland
$951K +$974K +3,958 New
CCA
1205
Conservest Capital Advisors
Pennsylvania
$950K +$5.66K +23 +0.6%
AMM
1206
American Money Management
California
$950K -$76K -309 -7%
SWM
1207
SFG Wealth Management
Maryland
$950K -$15K -61 -2%
TCM
1208
Traynor Capital Management
Pennsylvania
$947K -$42.1K -171 -4%
LFA
1209
Level Financial Advisors
New York
$947K +$296K +1,204 +44%
BFM
1210
Boston Financial Management
Massachusetts
$946K – – –
XF
1211
XML Financial
Maryland
$944K +$135K +547 +16%
FL
1212
FreeGulliver LLC
Louisiana
$941K +$8.61K +35 +0.9%
BRIA
1213
Balanced Rock Investment Advisors
Massachusetts
$941K -$38.6K -157 -4%
CCM
1214
Carlson Capital Management
Minnesota
$938K +$45.5K +185 +5%
FA
1215
Fiduciary Alliance
South Carolina
$938K +$71.8K +292 +8%
FCIM
1216
Fairview Capital Investment Management
California
$936K +$24.6K +100 +3%
KA
1217
Kovack Advisors
Florida
$935K +$124K +505 +15%
OIA
1218
Optimum Investment Advisors
Illinois
$929K +$98.4K +400 +12%
SAM
1219
SignalPoint Asset Management
Missouri
$925K -$91.3K -371 -9%
GWA
1220
GGM Wealth Advisors
Maryland
$924K +$203K +827 +27%
FWIA
1221
Fort Washington Investment Advisors
Ohio
$923K +$3.44K +14 +0.4%
MSF
1222
Mustard Seed Financial
Arkansas
$920K +$65.9K +268 +8%
LWMNY
1223
Landmark Wealth Management (New York)
New York
$918K -$1.97K -8 -0.2%
FA
1224
FC Advisory
Pennsylvania
$918K -$18.9K -77 -2%
GWA
1225
Geometric Wealth Advisors
District of Columbia
$917K +$73.8K +300 +9%