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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
1401
Evernest Financial Advisors
Indiana
$389K +$351K +1,823 New
FNBOMD
1402
First National Bank of Mount Dora
Florida
$389K – – –
MIC
1403
Meridian Investment Counsel
California
$385K -$11.6K -60 -3%
SAI
1404
Savvy Advisors Inc
New York
$385K +$347K +1,803 New
JWCA
1405
J.W. Coons Advisors
Ohio
$384K +$48.2K +250 +16%
BHWM
1406
Bar Harbor Wealth Management
New Hampshire
$384K +$59.2K +307 +21%
AWM
1407
Angeles Wealth Management
California
$384K -$15.4K -80 -4%
APW
1408
Austin Private Wealth
Texas
$382K +$1.54K +8 +0.4%
CWM
1409
Capital Wealth Management
Rhode Island
$382K -$21.8K -113 -6%
RIA
1410
Realta Investment Advisors
Delaware
$382K -$314K -1,630 -48%
PCA
1411
Pallas Capital Advisors
Massachusetts
$380K -$36.8K -191 -10%
DWMG
1412
DB Wealth Management Group
California
$378K +$166K +860 +94%
CPCP
1413
Cedar Point Capital Partners
Iowa
$377K +$341K +1,769 New
TWM
1414
Tolleson Wealth Management
Texas
$376K – – –
BW
1415
Bison Wealth
Georgia
$376K +$5.2K +27 +2%
VCA
1416
Verdence Capital Advisors
Maryland
$375K +$93.8K +487 +38%
SC
1417
Sapient Capital
Indiana
$375K +$339K +1,758 New
PCMK
1418
Paragon Capital Management (Kansas)
Kansas
$375K +$1.16K +6 +0.3%
EWM
1419
Evergreen Wealth Management
Michigan
$371K -$3.85K -20 -1%
TW
1420
TrinityPoint Wealth
Connecticut
$371K +$385 +2 +0.1%
FLA
1421
Financial Life Advisors
Texas
$370K -$102K -527 -23%
Vanguard Personalized Indexing Management
1422
Vanguard Personalized Indexing Management
California
$370K +$105K +546 +46%
FRA
1423
Front Row Advisors
California
$368K -$132K -686 -28%
AGP
1424
Autumn Glory Partners
Texas
$367K +$344K +1,785 New
IA
1425
IFG Advisory
Georgia
$366K +$10K +52 +3%