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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1251
Pinnacle Wealth Planning Services
Ohio
$802K +$40.1K +168 +5%
CWMS
1252
Cannon Wealth Management Services
North Carolina
$802K +$132K +553 +18%
VFG
1253
V2 Financial group
Illinois
$800K +$478 +2 +0.1%
SEP
1254
Southland Equity Partners
Missouri
$799K -$10.5K -44 -1%
FL
1255
FreeGulliver LLC
Louisiana
$798K -$76.4K -320 -8%
MPM
1256
Meritage Portfolio Management
Kansas
$796K +$3.82K +16 +0.4%
CWA
1257
Cascade Wealth Advisors
Washington
$795K -$228K -954 -20%
AFA
1258
Arlington Financial Advisors
California
$795K +$856K +3,583 New
DWS
1259
Discipline Wealth Solutions
South Carolina
$791K -$48.2K -202 -5%
FNT
1260
First National Trust
Pennsylvania
$788K -$946K -3,963 -53%
MFA
1261
Mayflower Financial Advisors
Massachusetts
$786K +$40.6K +170 +5%
SFSG
1262
Sound Financial Strategies Group
Mississippi
$784K +$125K +522 +17%
WIA
1263
Wealthedge Investment Advisors
New York
$783K -$130K -544 -13%
DPW
1264
DiNuzzo Private Wealth
Pennsylvania
$781K – – –
BONH
1265
Bank of New Hampshire
New Hampshire
$781K +$45.4K +190 +6%
KA
1266
Kovack Advisors
Florida
$775K -$94.3K -395 -10%
IA
1267
Integrity Alliance
Iowa
$774K +$833K +3,490 New
FMI
1268
F/M Investments
District of Columbia
$774K +$44.9K +188 +6%
NAMNJ
1269
NorthStar Asset Management (New Jersey)
New Jersey
$772K +$3.82K +16 +0.5%
TPI
1270
Trust Point Inc
Wisconsin
$771K – – –
NC
1271
North Capital
Utah
$770K +$829K +3,473 New
PRTG
1272
Post Resch Tallon Group
New York
$770K +$64.5K +270 +8%
HIP
1273
HUB Investment Partners
Texas
$767K -$5.49K -23 -0.7%
ACA
1274
Atlas Capital Advisors
Wyoming
$765K +$4.78K +20 +0.6%
CWS
1275
Confluence Wealth Services
Pennsylvania
$764K +$481K +2,014 +124%