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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
1351
American Financial & Tax Strategies
New York
$470K +$3.29K +15 +0.7%
AAG
1352
Armstrong Advisory Group
Massachusetts
$469K -$62.1K -283 -12%
PB
1353
Pinnacle Bancorp
Nebraska
$466K -$6.59K -30 -1%
SJGA
1354
Stephen J. Garry & Associates
New York
$466K -$7.69K -35 -2%
SWM
1355
Sugarloaf Wealth Management
Georgia
$466K +$6.59K +30 +1%
IPW
1356
Intergy Private Wealth
Colorado
$466K -$25.3K -115 -5%
PCA
1357
Pallas Capital Advisors
Massachusetts
$465K +$66.5K +303 +17%
SIA
1358
Schechter Investment Advisors
Michigan
$460K -$49.8K -227 -10%
WSFS
1359
Wilmington Savings Fund Society
Delaware
$457K +$60.4K +275 +15%
CT
1360
Colonial Trust
South Carolina
$456K +$3.29K +15 +0.7%
LL
1361
LPWM LLC
Minnesota
$456K – – –
JWCA
1362
J.W. Coons Advisors
Ohio
$456K +$34K +155 +8%
WCM
1363
Washburn Capital Management
Florida
$456K -$13.2K -60 -3%
IA
1364
Insight Advisors
Pennsylvania
$454K +$17.6K +80 +4%
SIM
1365
Stratos Investment Management
Ohio
$454K – – –
FFG
1366
Fiduciary Financial Group
California
$453K +$424K +1,933 New
OW
1367
Olistico Wealth
Oklahoma
$452K – – –
KFS
1368
Kaizen Financial Strategies
California
$452K +$23.5K +107 +6%
AP
1369
Appleton Partners
Massachusetts
$452K +$1.54K +7 +0.3%
AWA
1370
Arkadios Wealth Advisors
Georgia
$447K -$10.5M -47,797 -96%
EL
1371
Essex LLC
Illinois
$447K +$248K +1,131 +123%
DF
1372
DecisionPoint Financial
Arizona
$446K -$18.2K -83 -4%
WDG
1373
Wealth Dimensions Group
Ohio
$441K – – –
GHA
1374
Granite Harbor Advisors
Texas
$441K -$15.6K -71 -3%
HIP
1375
HUB Investment Partners
Texas
$440K -$28.1K -128 -6%