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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
1326
Willis Johnson & Associates
Texas
$747K +$4.92K +20 +0.6%
MAM
1327
Madison Asset Management
Wisconsin
$746K +$764K +3,106 New
MIA
1328
Madison Investment Advisors
Wisconsin
$746K +$764K +3,106 New
TWM
1329
Trevian Wealth Management
Massachusetts
$746K +$738 +3 +0.1%
PMFA
1330
Plante Moran Financial Advisors
Michigan
$740K +$360K +1,463 +90%
NG
1331
Northstar Group
New York
$739K +$1.23K +5 +0.2%
MA
1332
MJP Associates
Connecticut
$738K +$8.12K +33 +1%
GWS
1333
Glassman Wealth Services
Virginia
$732K – – –
TFCP
1334
Twin Focus Capital Partners
Massachusetts
$730K -$635K -2,579 -46%
MSA
1335
Marathon Strategic Advisors
Pennsylvania
$729K -$11.3K -46 -1%
PAS
1336
PKS Advisory Services
New York
$729K +$746K +3,033 New
PWM
1337
Pines Wealth Management
North Carolina
$729K +$753K +3,061 New
IA
1338
IFG Advisory
Georgia
$727K +$745K +3,027 New
SFSG
1339
Sound Financial Strategies Group
Mississippi
$724K -$66.9K -272 -8%
PCM
1340
Passive Capital Management
Maryland
$724K +$246K +1,000 +50%
EFA
1341
Evernest Financial Advisors
Indiana
$723K – – –
PPA
1342
Pacific Point Advisors
California
$723K +$716K +2,908 New
PI
1343
Pachira Investments
California
$722K -$1.23K -5 -0.2%
PWW
1344
Pettyjohn Wood & White
Virginia
$722K +$492 +2 +0.1%
OA
1345
Operose Advisors
Wisconsin
$719K – – –
AWP
1346
Astra Wealth Partners
New Jersey
$716K +$733K +2,979 New
FC
1347
Family CFO
California
$715K +$29K +118 +4%
FNB
1348
Farmers National Bank
Kentucky
$714K +$731K +2,972 New
DP
1349
Denver PWM
Colorado
$714K -$5.17K -21 -0.7%
JCM
1350
J2 Capital Management
Michigan
$709K +$726K +2,950 New