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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1376
Brooklyn Investment Group
New York
$654K
CFAM
1377
Center For Asset Management
Florida
$653K +$143K +578 +29%
RIL
1378
Rothschild Investment LLC
Illinois
$651K +$248 +1 +0%
WRPWM
1379
Werba Rubin Papier Wealth Management
California
$650K +$496 +2 +0.1%
ES
1380
Eagle Strategies
New York
$649K +$19.3K +78 +3%
LFS
1381
Lutz Financial Services
Nebraska
$646K +$992 +4 +0.2%
APA
1382
Astoria Portfolio Advisors
New York
$645K
BHIA
1383
Birch Hill Investment Advisors
Massachusetts
$641K
NP
1384
NorthRock Partners
Minnesota
$639K +$337K +1,360 +118%
CPSAC
1385
Chas P. Smith & Associates (CPS)
Florida
$639K -$9.18K -37 -1%
SC
1386
Searle & Co
Connecticut
$636K
TCG
1387
Transcendent Capital Group
Oklahoma
$635K -$22.1K -89 -3%
AIM
1388
Athena Investment Management
California
$633K +$195K +787 +46%
SAM
1389
Smartleaf Asset Management
Massachusetts
$633K +$302K +1,216 +95%
TWC
1390
TD Waterhouse Canada
Ontario, Canada
$632K
AWE
1391
Avidian Wealth Enterprises
Texas
$631K -$10.4K -42 -2%
GCM
1392
Glaxis Capital Management
Florida
$631K +$11.7K +47 +2%
RT
1393
Rockland Trust
Massachusetts
$628K +$613K +2,471 New
Vanguard Personalized Indexing Management
1394
Vanguard Personalized Indexing Management
California
$626K -$72.9K -294 -11%
MAS
1395
MPWM Advisory Solutions
Georgia
$625K -$11.2K -45 -2%
CIAS
1396
CFS Investment Advisory Services
New Jersey
$625K +$35K +141 +6%
DP
1397
Denver PWM
Colorado
$624K
MF
1398
Montis Financial
Massachusetts
$622K -$73.7K -297 -11%
NG
1399
Novem Group
New York
$621K +$153K +618 +34%
TNB
1400
Thomasville National Bank
Georgia
$620K