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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMNJ
1201
NorthStar Asset Management (New Jersey)
New Jersey
$1.23M +$10.8K +40 +0.9%
VCA
1202
Verdence Capital Advisors
Maryland
$1.23M +$259K +956 +26%
LWM
1203
Luminvest Wealth Management
Arizona
$1.23M +$22.7K +84 +2%
TPA
1204
Trivium Point Advisory
Connecticut
$1.22M -$361K -1,334 -22%
DI
1205
DAGCO Inc
Ohio
$1.22M -$29K -107 -2%
SFSG
1206
Sound Financial Strategies Group
Mississippi
$1.22M +$202K +747 +19%
GK
1207
Graney & King
New York
$1.22M +$95.3K +352 +8%
SIG
1208
Sargent Investment Group
Maryland
$1.22M – – –
TWM
1209
Trevian Wealth Management
Massachusetts
$1.22M +$541 +2 +0%
JCM
1210
Jag Capital Management
Missouri
$1.21M – – –
BBPWM
1211
Blue Bell Private Wealth Management
Pennsylvania
$1.21M -$8.39K -31 -0.7%
1SB
1212
1ST Source Bank
Indiana
$1.21M +$128K +472 +11%
PA
1213
Probity Advisors
Texas
$1.2M – – –
HWP
1214
Hibernia Wealth Partners
Louisiana
$1.2M +$116K +429 +10%
SC
1215
Summa Corp
Texas
$1.2M +$1.24M +4,577 New
FDCDDQ
1216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$52.2K -193 -4%
EFG
1217
Elm3 Financial Group
Georgia
$1.19M +$349K +1,288 +39%
AFP
1218
ATLas Financial Planning
Georgia
$1.19M +$3.79K +14 +0.3%
CCWM
1219
Cassaday & Co Wealth Management
Virginia
$1.19M +$11.9K +44 +1%
SCM
1220
Sunbeam Capital Management
Georgia
$1.19M +$4.06K +15 +0.3%
FFP
1221
Freedom Financial Partners
Minnesota
$1.18M -$12.7K -47 -1%
GSEP
1222
Golden State Equity Partners
California
$1.18M +$1.22M +4,515 New
GP
1223
GLR Partners
Maryland
$1.18M +$1.22M +4,509 New
VIM
1224
Vista Investment Management
Pennsylvania
$1.18M -$10.8K -40 -0.9%
IF
1225
Intrua Financial
Texas
$1.18M -$298K -1,100 -20%