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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1251
Ballast Advisors
Minnesota
$163K
PMFA
1252
Plante Moran Financial Advisors
Michigan
$162K +$40.3K +182 +34%
SWM
1253
Sugarloaf Wealth Management
Georgia
$159K -$63.2K -285 -29%
AC
1254
Asio Capital
Kentucky
$158K +$44.3K +200 +40%
GWS
1255
Glassman Wealth Services
Virginia
$153K
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$147K -$14.8K -67 -9%
AIA
1257
Armor Investment Advisors
North Carolina
$143K
HCP
1258
Hexagon Capital Partners
Arkansas
$142K +$1.55K +7 +1%
SFSIG
1259
San Francisco Sentry Investment Group
California
$137K -$7.76K -35 -5%
FCMT
1260
Founders Capital Management (Texas)
Texas
$135K +$37.2K +168 +39%
GTAM
1261
Global Trust Asset Management
Florida
$134K +$5.1K +23 +4%
SFP
1262
Sterling Financial Planning
New Jersey
$128K +$111K +500 +714%
FPW
1263
Flagship Private Wealth
Massachusetts
$125K +$119K +536 +2,233%
FF
1264
FourThought Financial
Florida
$124K
EW
1265
Element Wealth
Mississippi
$122K
FFA
1266
Freedman Financial Associates
Massachusetts
$121K -$18.4K -83 -13%
AWM
1267
Accel Wealth Management
Iowa
$121K +$9.97K +45 +9%
HPC
1268
HM Payson & Co
Maine
$120K
WT
1269
Washington Trust
Rhode Island
$120K +$1.77K +8 +2%
WCAMG
1270
Woodard & Company Asset Management Group
North Carolina
$113K
BWL
1271
Bogart Wealth LLC
Virginia
$110K +$4.43K +20 +4%
TAM
1272
Townsend Asset Management
North Carolina
$108K
GFPC
1273
Global Financial Private Client
Florida
$105K
FFC
1274
First Financial Corp
Indiana
$104K
CT
1275
Caldwell Trust
Florida
$104K