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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1401
NTV Asset Management
West Virginia
$418K -$34.5K -157 -8%
GWA
1402
GGM Wealth Advisors
Maryland
$418K +$207K +941 +97%
CWM
1403
Chemistry Wealth Management
New York
$416K – – –
SFG
1404
Synergy Financial Group
California
$414K +$70.7K +322 +20%
CCG
1405
Cypress Capital Group
Florida
$413K – – –
SWM
1406
Selective Wealth Management
Virginia
$413K -$9.66K -44 -2%
DWA
1407
Douglass Winthrop Advisors
New York
$411K +$108K +491 +35%
WIP
1408
WealthCare Investment Partners
Rhode Island
$410K -$10.8K -49 -3%
PSCM
1409
Per Stirling Capital Management
Texas
$409K -$101K -459 -20%
UL
1410
Unionview LLC
Washington
$409K – – –
AWC
1411
Adamsbrown Wealth Consultants
Kansas
$409K – – –
CT
1412
Caldwell Trust
Florida
$409K +$1.1K +5 +0.3%
OFP
1413
OLIO Financial Planning
Virginia
$408K -$24.6K -112 -6%
Jane Street
1414
Jane Street
New York
$408K +$59.1K +269 +17%
MTIC
1415
Missouri Trust & Investment Company
Missouri
$407K -$20.6K -94 -5%
AWM
1416
Aprio Wealth Management
Georgia
$406K -$19.5K -89 -5%
TW
1417
TrinityPoint Wealth
Connecticut
$406K +$20.4K +93 +5%
NCG
1418
Newport Capital Group
New Jersey
$405K +$408K +1,859 New
AWM
1419
AllSquare Wealth Management
New York
$405K -$5.05K -23 -1%
CFO
1420
CVA Family Office
Colorado
$405K -$50.5K -230 -11%
VCM
1421
Vision Capital Management
Oregon
$403K – – –
AWE
1422
Avidian Wealth Enterprises
Texas
$402K +$110K +503 +37%
MIA
1423
Milestone Investment Advisors
Wisconsin
$401K – – –
LFA
1424
Level Financial Advisors
New York
$399K +$177K +807 +79%
HS
1425
Horan Securities
United States
$399K -$1.98K -9 -0.5%