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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
1351
Summit Wealth & Retirement Planning
California
$638K +$96.5K +404 +16%
First Trust Advisors
1352
First Trust Advisors
Illinois
$638K -$82.4K -345 -11%
MCA
1353
Magnolia Capital Advisors
Mississippi
$637K -$7.61M -31,845 -92%
KAM
1354
KEB Asset Management
Illinois
$637K -$3.82K -16 -0.6%
PI
1355
Pachira Investments
California
$631K -$38K -159 -5%
MWM
1356
Mascagni Wealth Management
Mississippi
$631K – – –
MCG
1357
McCollum Christoferson Group
New York
$630K +$64.5K +270 +10%
VWM
1358
Venturi Wealth Management
Texas
$624K +$2.15K +9 +0.3%
SAM
1359
Secure Asset Management
Michigan
$624K -$162K -677 -19%
CS
1360
Cannell & Spears
New York
$623K +$15.8K +66 +2%
NFC
1361
Northeast Financial Consultants
Connecticut
$623K -$289K -1,210 -30%
WFAG
1362
Wescott Financial Advisory Group
Pennsylvania
$620K -$14.6K -61 -2%
TH
1363
TCTC Holdings
Texas
$617K – – –
FNWM
1364
Financial Network Wealth Management
Utah
$616K -$13.6K -57 -2%
AM
1365
Atwater Malick
Pennsylvania
$615K – – –
CFAM
1366
Center For Asset Management
Florida
$612K +$179K +749 +37%
TH
1367
Team Hewins
California
$610K -$22.9K -96 -3%
RFA
1368
Resurgent Financial Advisors
Georgia
$610K +$21.5K +90 +3%
MF
1369
Montis Financial
Massachusetts
$608K +$655K +2,742 New
JSL
1370
JT Stratford LLC
Georgia
$606K -$228K -954 -26%
LWM
1371
Lyell Wealth Management
California
$605K -$140K -588 -18%
CCWM
1372
Cassaday & Co Wealth Management
Virginia
$605K +$145K +609 +29%
BP
1373
BBR Partners
New York
$601K +$3.1K +13 +0.5%
MA
1374
MJP Associates
Connecticut
$601K -$86.5K -362 -12%
WFA
1375
Websterrogers Financial Advisors
South Carolina
$598K – – –