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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1301
Clayton Financial Group
Missouri
$954K +$222K +868 +31%
Fisher Asset Management
1302
Fisher Asset Management
Washington
$950K +$415K +1,618 +78%
GWS
1303
Glassman Wealth Services
Virginia
$949K +$68.7K +268 +8%
ACA
1304
Atlas Capital Advisors
Wyoming
$946K +$939K +3,666 New
CFP
1305
Catalyst Financial Partners
Massachusetts
$943K – – –
CWS
1306
Confluence Wealth Services
Pennsylvania
$942K -$1.02K -4 -0.1%
EBWM
1307
Eagle Bluffs Wealth Management
Missouri
$942K +$28.2K +110 +3%
AWP
1308
Abacus Wealth Partners
California
$937K +$474K +1,851 +104%
FL
1309
FreeGulliver LLC
Louisiana
$936K +$2.56K +10 +0.3%
SAM
1310
Secure Asset Management
Michigan
$936K -$336K -1,312 -27%
WCM
1311
Winthrop Capital Management
Indiana
$933K – – –
EL
1312
EWA LLC
Pennsylvania
$931K +$4.36K +17 +0.5%
CJ
1313
Caitlin John
Michigan
$931K -$151K -588 -14%
PPL
1314
Planning Project LLC
Texas
$931K +$924K +3,608 New
KI
1315
Keewaydin Investments
New York
$930K +$924K +3,607 New
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$929K -$16.7K -65 -2%
FWI
1317
Facet Wealth Inc
Maryland
$927K +$314K +1,226 +57%
HWMO
1318
Heritage Wealth Management (Ohio)
Ohio
$925K +$14.3K +56 +2%
FPTW
1319
Franklin, Parlapiano, Turner & Welch
Texas
$922K – – –
FCM
1320
Fortis Capital Management
Washington
$921K +$208K +811 +29%
WFA
1321
Wellspring Financial Advisors
Ohio
$921K -$229K -894 -20%
CIAS
1322
Capital Investment Advisory Services
North Carolina
$920K +$380K +1,485 +71%
CAM
1323
Capital Asset Management
Colorado
$912K +$905K +3,534 New
FWIA
1324
Fort Washington Investment Advisors
Ohio
$911K -$123K -482 -12%
GI
1325
GAMMA Investing
California
$909K +$78.9K +308 +10%