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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1276
MBA Advisors
Pennsylvania
$260K – – –
MPCL
1277
My Personal CFO LLC
Washington
$260K +$566 +3 +0.2%
CWM
1278
CCG Wealth Management
California
$259K – – –
DDC
1279
DF Dent & Co
Maryland
$258K – – –
JWBC
1280
John W. Brooker & Co
California
$257K +$76.7K +406 +37%
TWP
1281
Tempus Wealth Planning
California
$257K +$284K +1,506 New
ACM
1282
Advisors Capital Management
New Jersey
$256K -$47K -249 -16%
GC
1283
Gilbert & Cook
Iowa
$255K -$55.7K -295 -17%
BIAS
1284
Beacon Investment Advisory Services
New Jersey
$255K -$18.9K -100 -6%
HR
1285
Howe & Rusling
New York
$255K +$97K +514 +53%
HIG
1286
Heritage Investment Group
Florida
$254K +$280K +1,484 New
TWM
1287
Tanager Wealth Management
United Kingdom
$251K -$245K -1,300 -47%
DAM
1288
Derbend Asset Management
Georgia
$250K – – –
AA
1289
Argent Advisors
Louisiana
$250K +$7.55K +40 +3%
RWP
1290
RWA Wealth Partners
Massachusetts
$250K +$8.69K +46 +3%
OWP
1291
Obermeyer Wealth Partners
Colorado
$250K +$276K +1,462 New
MFG
1292
MidWestOne Financial Group
Iowa
$248K – – –
WA
1293
WealthTrust Axiom
Pennsylvania
$248K – – –
CC
1294
Cannell & Co
New York
$248K +$1.13K +6 +0.4%
CAM
1295
Congress Asset Management
Massachusetts
$247K +$272K +1,443 New
EW
1296
Evoke Wealth
California
$246K -$82.3K -436 -23%
CC
1297
Callan Capital
California
$246K +$1.89K +10 +0.7%
FCA
1298
FinTrust Capital Advisors
South Carolina
$245K -$6.23K -33 -2%
CAM
1299
Crestone Asset Management
Colorado
$245K – – –
OHIS
1300
Oak Harvest Investment Services
Texas
$245K +$271K +1,436 New