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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1226
Tolleson Wealth Management
Texas
$301K -$47.2K -250 -12%
FNBOMD
1227
First National Bank of Mount Dora
Florida
$301K – – –
MWM
1228
MorganRosel Wealth Management
Colorado
$299K +$330K +1,747 New
SWPG
1229
Strategic Wealth Partners Group
Illinois
$298K -$6.99K -37 -2%
DT
1230
Diversified Trust
Tennessee
$297K -$9.63K -51 -3%
MWP
1231
Madison Wealth Partners
Wisconsin
$297K – – –
BCM
1232
Barden Capital Management
Texas
$296K – – –
SFG
1233
Sunburst Financial Group
Alabama
$296K +$327K +1,731 New
ACM
1234
Advance Capital Management
Michigan
$295K – – –
PTP
1235
Platform Technology Partners
New York
$294K +$19.4K +103 +6%
PC
1236
Pecaut & Co
Iowa
$294K +$69.5K +368 +27%
BFM
1237
Boston Financial Management
Massachusetts
$291K -$7.36K -39 -2%
RW
1238
RVW Wealth
California
$291K -$755 -4 -0.2%
ECM
1239
EagleClaw Capital Management
Massachusetts
$291K – – –
FTC
1240
Farmers Trust Company
Ohio
$291K – – –
JWCA
1241
J.W. Coons Advisors
Ohio
$291K – – –
TC
1242
Truvestments Capital
Florida
$288K +$755 +4 +0.2%
TW
1243
TrinityPoint Wealth
Connecticut
$287K +$12.1K +64 +4%
Qube Research & Technologies (QRT)
1244
Qube Research & Technologies (QRT)
United Kingdom
$287K +$317K +1,679 New
BIP
1245
Blueprint Investment Partners
North Carolina
$284K -$147K -780 -32%
LC
1246
Lincoln Capital
Nebraska
$284K -$944 -5 -0.3%
LGWM
1247
Litman Gregory Wealth Management
California
$284K +$26.4K +140 +9%
ECG
1248
EPIQ Capital Group
California
$283K +$1.13K +6 +0.4%
HIGP
1249
Hill Investment Group Partners
Missouri
$281K -$25.5K -135 -8%
CFP
1250
Cypress Financial Planning
New Jersey
$279K -$21K -111 -6%