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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
1326
Spinnaker Trust
Maine
$263K
FNWM
1327
Financial Network Wealth Management
Utah
$262K +$1.47K +7 +0.6%
LMKC
1328
L.M. Kohn & Company
Ohio
$260K +$257K +1,220 New
LHWM
1329
Lake Hills Wealth Management
Texas
$258K -$453K -2,152 -64%
IAG
1330
Investmark Advisory Group
Connecticut
$258K
LOPW
1331
Live Oak Private Wealth
North Carolina
$258K
NB
1332
Nicolet Bankshares
Wisconsin
$258K +$25.9K +123 +11%
BOPW
1333
Brandywine Oak Private Wealth
Pennsylvania
$257K
LRPA
1334
L. Roy Papp & Associates
Arizona
$257K +$254K +1,207 New
BWM
1335
BigSur Wealth Management
Florida
$255K
MWM
1336
Minot Wealth Management
Massachusetts
$255K
GC
1337
Grimes & Company
Massachusetts
$251K -$16.4K -78 -6%
SBIA
1338
Sheaff Brock Investment Advisors
Indiana
$251K -$4K -19 -2%
BHWM
1339
Bar Harbor Wealth Management
New Hampshire
$251K
TBWA
1340
Three Bridge Wealth Advisors
California
$251K +$249K +1,182 New
RWM
1341
Raffa Wealth Management
District of Columbia
$251K +$632 +3 +0.3%
PCMK
1342
Paragon Capital Management (Kansas)
Kansas
$249K -$82.7K -393 -25%
DCM
1343
Donaldson Capital Management
Indiana
$249K
BHTS
1344
Bar Harbor Trust Services
Maine
$249K +$247K +1,171 New
AMIM
1345
Aull & Monroe Investment Management
Alabama
$248K
RFN
1346
Redwood Financial Network
Ohio
$248K +$245K +1,166 New
GIA
1347
GHP Investment Advisors
Colorado
$247K +$211 +1 +0.1%
FWM
1348
Fortress Wealth Management
California
$246K -$3.58K -17 -1%
WDL
1349
Well Done LLC
Michigan
$246K +$2.53K +12 +1%
AIC
1350
Archer Investment Corporation
Indiana
$245K +$211 +1 +0.1%