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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1276
Probity Advisors
Texas
$1.24M -$144K -502 -11%
NCG
1277
Newport Capital Group
New Jersey
$1.24M +$590K +2,060 +101%
SFC
1278
Strategic Financial Concepts
Texas
$1.24M -$309K -1,078 -21%
LWP
1279
Laurel Wealth Planning
Minnesota
$1.24M – – –
OFG
1280
Orcam Financial Group
California
$1.23M +$1.17M +4,073 New
Fiera Capital (Canada)
1281
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$37.5K -131 -3%
LWM
1282
Liberty Wealth Management
California
$1.23M – – –
EF
1283
Entrust Financial
Pennsylvania
$1.23M -$36.7K -128 -3%
RSS
1284
Rosenblum Silverman Sutton
California
$1.23M -$11.5K -40 -1%
JCM
1285
Jag Capital Management
Missouri
$1.23M -$167K -582 -13%
NGA
1286
Naples Global Advisors
Florida
$1.23M -$2.87K -10 -0.2%
DFP
1287
Donalies Financial Planning
District of Columbia
$1.22M +$23.5K +82 +2%
GWM
1288
GK Wealth Management
Nevada
$1.22M +$1.16M +4,031 New
BFIM
1289
Beese Fulmer Investment Management
Ohio
$1.22M -$21.5K -75 -2%
FAN
1290
Financial Advisors Network
California
$1.2M +$125K +437 +12%
FA
1291
FC Advisory
Pennsylvania
$1.2M +$43.8K +153 +4%
MWP
1292
Madison Wealth Partners
Wisconsin
$1.19M +$101K +352 +10%
LDB
1293
Lee, Danner & Bass
Tennessee
$1.19M -$4.3K -15 -0.4%
MFWP
1294
Mosaic Family Wealth Partners
Missouri
$1.19M -$234K -816 -17%
GWA
1295
Geometric Wealth Advisors
District of Columbia
$1.19M – – –
DI
1296
Disciplined Investments
Oklahoma
$1.19M -$5.45K -19 -0.5%
MA
1297
Modus Advisors
Minnesota
$1.19M -$82.5K -288 -7%
BC
1298
Brio Consultants
California
$1.19M +$3.73K +13 +0.3%
EWM
1299
Elevatus Welath Management
New York
$1.19M +$227K +793 +25%
FWIA
1300
Fort Washington Investment Advisors
Ohio
$1.18M +$119K +415 +12%