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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1276
Websterrogers Financial Advisors
South Carolina
$639K – – –
CD
1277
Chapin Davis
Maryland
$638K +$12.7K +56 +2%
MPCL
1278
My Personal CFO LLC
Washington
$635K +$1.36K +6 +0.2%
MW
1279
MBL Wealth
North Carolina
$635K – – –
NIA
1280
NIA Impact Advisors
California
$631K – – –
OWP
1281
Obermeyer Wealth Partners
Colorado
$630K +$102K +450 +20%
AWA
1282
Arkadios Wealth Advisors
Georgia
$629K +$137K +603 +29%
MWA
1283
Moser Wealth Advisors
Washington
$620K – – –
RWMH
1284
Riverpoint Wealth Management Holdings
Illinois
$619K +$2.5K +11 +0.4%
CFGA
1285
Cambridge Financial Group (Arizona)
Arizona
$617K +$23.6K +104 +4%
LGWM
1286
Litman Gregory Wealth Management
California
$615K +$4.77K +21 +0.8%
CCA
1287
Clarity Capital Advisors
Florida
$615K +$96.6K +425 +20%
KNFPWM
1288
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$615K -$42.9K -189 -7%
WCWM
1289
Willow Creek Wealth Management
California
$613K +$5.23K +23 +0.9%
NB
1290
Nicolet Bankshares
Wisconsin
$613K +$67.7K +298 +13%
CF
1291
Centaurus Financial
California
$609K -$58.4K -257 -9%
TCG
1292
Transcendent Capital Group
Oklahoma
$606K -$49.3K -217 -8%
ACM
1293
Armbruster Capital Management
New York
$603K – – –
AWM
1294
Accel Wealth Management
Iowa
$602K -$5.45K -24 -0.9%
BHIA
1295
Birch Hill Investment Advisors
Massachusetts
$599K +$909 +4 +0.2%
SIC
1296
Sigma Investment Counselors
Michigan
$598K – – –
OWA
1297
Outlook Wealth Advisors
Texas
$598K +$7.73K +34 +1%
FFA
1298
Florida Financial Advisors
Florida
$595K +$149K +657 +35%
SIA
1299
Schechter Investment Advisors
Michigan
$594K +$89.5K +394 +19%
NF
1300
Nikulski Financial
Iowa
$594K +$13.6K +60 +2%