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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
1251
Upper Left Wealth Management
Florida
$1.11M -$85K -314 -7%
4FG
1252
4Thought Financial Group
New York
$1.11M +$293K +1,084 +34%
BFO
1253
Biltmore Family Office
North Carolina
$1.11M
MA
1254
Modus Advisors
Minnesota
$1.1M -$740K -2,735 -39%
ADL
1255
Asset Dedication LLC
California
$1.1M -$172K -634 -13%
Fiera Capital (Canada)
1256
Fiera Capital (Canada)
Quebec, Canada
$1.1M -$215K -793 -16%
EF
1257
Entrust Financial
Pennsylvania
$1.1M -$9.47K -35 -0.8%
MTI
1258
Merrithew & Thorsten Inc
California
$1.1M
KCIC
1259
Kuhn & Co Investment Counsel
Illinois
$1.1M +$25.4K +94 +2%
LKBC
1260
L.K. Benson & Company
Maryland
$1.09M -$2.71K -10 -0.2%
CAM
1261
CPA Asset Management
Florida
$1.08M
SNBOSD
1262
Security National Bank of So Dak
Iowa
$1.08M -$17K -63 -2%
CF
1263
Centaurus Financial
California
$1.07M +$104K +384 +10%
RSS
1264
Rosenblum Silverman Sutton
California
$1.07M +$18.9K +70 +2%
LWP
1265
Laurel Wealth Planning
Minnesota
$1.07M -$2.71K -10 -0.2%
BFIM
1266
Beese Fulmer Investment Management
Ohio
$1.07M +$1.08K +4 +0.1%
APP
1267
Avantax Planning Partners
Iowa
$1.07M +$514K +1,899 +87%
7WCP
1268
71 West Capital Partners
Massachusetts
$1.07M +$193K +712 +21%
TPWA
1269
Twin Peaks Wealth Advisors
California
$1.06M +$10K +37 +0.9%
PRTG
1270
Post Resch Tallon Group
New York
$1.06M +$53.9K +199 +5%
NGA
1271
Naples Global Advisors
Florida
$1.06M +$6.5K +24 +0.6%
EWS
1272
Evergreen Wealth Solutions
Pennsylvania
$1.06M +$1.09M +4,046 New
WP
1273
WealthShield Partners
North Carolina
$1.05M +$42.5K +157 +4%
ICCON
1274
Investment Counsel Company of Nevada
Nevada
$1.05M +$4.06K +15 +0.4%
BWP
1275
BSW Wealth Partners
Colorado
$1.04M -$116K -427 -10%