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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1351
Gen-Wealth Partners
Michigan
$524K
FF
1352
Farnam Financial
Arizona
$522K +$500K +2,199 New
Vanguard Personalized Indexing Management
1353
Vanguard Personalized Indexing Management
California
$518K +$102K +447 +26%
ACM
1354
Advisors Capital Management
New Jersey
$518K +$56.8K +250 +13%
PB
1355
Pinnacle Bancorp
Nebraska
$518K +$10.5K +46 +2%
SAM
1356
Silvercrest Asset Management
New York
$518K +$4.54K +20 +0.9%
IWA
1357
Inspirion Wealth Advisors
Illinois
$517K -$2.73K -12 -0.5%
EFG
1358
Elios Financial Group
Ohio
$517K +$495K +2,178 New
AF
1359
Amara Financial
California
$516K +$494K +2,174 New
AAG
1360
Armstrong Advisory Group
Massachusetts
$515K +$3.64K +16 +0.7%
JWCA
1361
J.W. Coons Advisors
Ohio
$508K +$11.4K +50 +2%
IPW
1362
Intergy Private Wealth
Colorado
$506K
CKAIS
1363
Christensen King & Associates Investment Services
Washington
$502K -$8.86K -39 -2%
PCMK
1364
Paragon Capital Management (Kansas)
Kansas
$500K +$78.8K +347 +20%
FDCP
1365
Foster Dykema Cabot & Partners
Massachusetts
$495K +$473K +2,082 New
AWE
1366
Avidian Wealth Enterprises
Texas
$495K +$55.2K +243 +13%
IA
1367
Insight Advisors
Pennsylvania
$495K +$454 +2 +0.1%
SIM
1368
Stratos Investment Management
Ohio
$495K +$1.14K +5 +0.2%
OW
1369
Olistico Wealth
Oklahoma
$492K +$227 +1 +0%
LL
1370
LPWM LLC
Minnesota
$491K
AP
1371
Appleton Partners
Massachusetts
$490K -$1.59K -7 -0.3%
AFTS
1372
American Financial & Tax Strategies
New York
$488K -$22.3K -98 -5%
SJGA
1373
Stephen J. Garry & Associates
New York
$483K -$22.7K -100 -5%
AAM
1374
Ameraudi Asset Management
New York
$482K -$1.67M -7,371 -78%
WDG
1375
Wealth Dimensions Group
Ohio
$480K -$227 -1 -0%