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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1376
AlTi Global
New York
$996K -$303K -1,056 -24%
WC
1377
Waterloo Capital
Texas
$994K +$13.2K +46 +1%
MWA
1378
Medallion Wealth Advisors
Connecticut
$993K -$445K -1,554 -32%
IA
1379
IFG Advisory
Georgia
$991K +$917K +3,199 +4,443%
TA
1380
Tactive Advisors
Florida
$989K +$43.3K +151 +5%
HCC
1381
Hirtle Callaghan & Co
Pennsylvania
$988K -$4.01K -14 -0.4%
SIS
1382
Sound Income Strategies
Florida
$987K +$47.6K +166 +5%
TSMHT
1383
Thurston Springer Miller Herd & Titak
Indiana
$986K +$40.1K +140 +4%
FNB
1384
Farmers National Bank
Kentucky
$984K +$4.58K +16 +0.5%
CTI
1385
Community Trust & Investment
Kentucky
$981K
AIS
1386
Advocate Investing Services
Maryland
$980K +$2.29K +8 +0.2%
CCA
1387
Conservest Capital Advisors
Pennsylvania
$980K -$4.01K -14 -0.4%
GSWM
1388
Golden State Wealth Management
California
$979K -$14.3K -50 -2%
AF
1389
Affiance Financial
Minnesota
$976K +$923K +3,220 New
SGFG
1390
Silver Grove Financial Group
New York
$972K +$337K +1,176 +58%
NA
1391
Nestegg Advisors
New York
$971K +$1.72K +6 +0.2%
AWP
1392
Abacus Wealth Partners
California
$970K
MAWA
1393
Moss Adams Wealth Advisors
Washington
$969K +$28.4K +99 +3%
SPWM
1394
Schrum Private Wealth Management
Florida
$965K -$577K -2,012 -33%
TH
1395
TCTC Holdings
Texas
$962K +$111K +389 +14%
ATI
1396
ARK & TLK Investments
Oklahoma
$961K
VFP
1397
Verus Financial Partners
Virginia
$957K -$16K -56 -2%
MWP
1398
Meridian Wealth Partners
Pennsylvania
$955K -$12.9K -45 -1%
SWA
1399
Sterling Wealth Advisors
Florida
$955K
CWM
1400
Concentrum Wealth Management
California
$954K +$65.6K +229 +8%