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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1376
Truepoint Inc
Ohio
$611K -$110K -493 -16%
HIG
1377
Heritage Investment Group
Florida
$609K – – –
CF
1378
Centaurus Financial
California
$609K +$14.7K +66 +3%
CAG
1379
Csenge Advisory Group
Florida
$608K -$466K -2,088 -44%
ARC
1380
Advisor Resource Council
Texas
$607K -$10.6M -47,496 -95%
RIL
1381
Rothschild Investment LLC
Illinois
$606K +$16.7K +75 +3%
WRPWM
1382
Werba Rubin Papier Wealth Management
California
$605K +$669 +3 +0.1%
OWA
1383
Outlook Wealth Advisors
Texas
$605K – – –
CPSAC
1384
Chas P. Smith & Associates (CPS)
Florida
$604K -$388K -1,737 -41%
NA
1385
Nestegg Advisors
New York
$604K – – –
LFS
1386
Lutz Financial Services
Nebraska
$601K – – –
Millennium Management
1387
Millennium Management
New York
$599K +$564K +2,527 New
AWE
1388
Avidian Wealth Enterprises
Texas
$598K -$746K -3,344 -57%
BHIA
1389
Birch Hill Investment Advisors
Massachusetts
$597K – – –
BWP
1390
Balboa Wealth Partners
Arizona
$594K +$338K +1,516 +153%
TWC
1391
TD Waterhouse Canada
Ontario, Canada
$593K +$167K +750 +43%
MAS
1392
MPWM Advisory Solutions
Georgia
$593K +$12.9K +58 +2%
SC
1393
Searle & Co
Connecticut
$592K – – –
AWM
1394
Accel Wealth Management
Iowa
$592K -$31.2K -140 -5%
PA
1395
PFW Advisors
Georgia
$591K – – –
TCOT
1396
Trust Company of Toledo
Ohio
$587K +$553K +2,477 New
ES
1397
Eagle Strategies
New York
$587K -$19K -85 -3%
EBT
1398
Enterprise Bank & Trust
Massachusetts
$586K +$551K +2,471 New
MCA
1399
Magnolia Capital Advisors
Mississippi
$584K -$91.2K -409 -14%
KNFPWM
1400
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$582K +$90.1K +404 +20%