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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1376
Wealth Dimensions Group
Ohio
$480K -$227 -1 -0%
GHA
1377
Granite Harbor Advisors
Texas
$480K – – –
ONB
1378
Old National Bancorp
Indiana
$478K +$5.91K +26 +1%
QPWM
1379
Quadrant Private Wealth Management
Pennsylvania
$477K -$227 -1 -0%
PCM
1380
Passive Capital Management
Maryland
$477K – – –
TA
1381
TrueWealth Advisors
Alabama
$476K -$65.9K -290 -13%
UWS
1382
Unique Wealth Strategies
Illinois
$475K -$741K -3,262 -62%
DAS
1383
Diversify Advisory Services
Utah
$475K +$55.9K +246 +14%
NPF
1384
Norris Perne & French
Michigan
$472K – – –
RW
1385
Rede Wealth
Virginia
$472K +$3.64K +16 +0.8%
HIG
1386
Heritage Investment Group
Florida
$471K – – –
HGWM
1387
Horst & Graben Wealth Management
Oregon
$470K +$227 +1 +0.1%
WCM
1388
Washburn Capital Management
Florida
$469K -$25.2K -111 -5%
TFM
1389
Trademark Financial Management
Minnesota
$467K -$189K -830 -30%
UWPG
1390
Ullmann Wealth Partners Group
Florida
$467K +$447K +1,967 New
CF
1391
Convergence Financial
Missouri
$465K -$91.6K -403 -17%
HIM
1392
Harbour Investment Management
Washington
$464K – – –
TDC
1393
Thompson Davis & Co
Virginia
$464K -$5.45K -24 -1%
KFS
1394
Kaizen Financial Strategies
California
$462K – – –
MWP
1395
Madison Wealth Partners
Wisconsin
$461K +$127K +561 +41%
EFN
1396
Equita Financial Network
Pennsylvania
$461K +$227 +1 +0.1%
BWL
1397
Bogart Wealth LLC
Virginia
$460K +$2.5K +11 +0.6%
MPW
1398
Melone Private Wealth
Michigan
$460K +$1.14K +5 +0.3%
EL
1399
Essex LLC
Illinois
$460K -$24.8K -109 -5%
KCPG
1400
Kavar Capital Partners Group
Kansas
$460K – – –