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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1426
Outlook Wealth Advisors
Texas
$723K +$50.5K +197 +8%
SIM
1427
Stratos Investment Management
Ohio
$722K +$28.4K +111 +4%
BMCM
1428
Bryn Mawr Capital Management
Pennsylvania
$722K -$69.9K -273 -9%
AWE
1429
Avidian Wealth Enterprises
Texas
$721K +$81.2K +317 +13%
ST
1430
Spinnaker Trust
Maine
$719K +$286K +1,115 +67%
TH
1431
TCTC Holdings
Texas
$718K – – –
FAOAI
1432
Fund Advisors of America Inc
Florida
$716K +$711K +2,776 New
AM
1433
Atwater Malick
Pennsylvania
$716K – – –
APA
1434
Astoria Portfolio Advisors
New York
$711K +$22.8K +89 +4%
RWMH
1435
Riverpoint Wealth Management Holdings
Illinois
$710K +$4.61K +18 +0.7%
WRPWM
1436
Werba Rubin Papier Wealth Management
California
$710K +$50K +195 +8%
SF
1437
Seek First
California
$698K +$512 +2 +0.1%
MW
1438
MBL Wealth
North Carolina
$696K +$6.41K +25 +0.9%
SFPG
1439
Stonebridge Financial Planning Group
Florida
$695K – – –
AGC
1440
Aspen Grove Capital
Colorado
$694K +$1.28K +5 +0.2%
VIPI
1441
Vista Investment Partners II
Indiana
$694K +$159K +620 +30%
WFA
1442
WJ Financial Advisors
Connecticut
$685K – – –
MIG
1443
McGuire Investment Group
Rhode Island
$685K -$4.61K -18 -0.7%
CNB
1444
Camden National Bank
Maine
$685K +$680K +2,656 New
RIL
1445
Rothschild Investment LLC
Illinois
$683K +$22.5K +88 +3%
OAG
1446
Oakmont Advisory Group
New Mexico
$683K +$678K +2,647 New
Members Trust
1447
Members Trust
Florida
$682K -$2.31K -9 -0.3%
SIS
1448
Sound Income Strategies
Florida
$681K +$527K +2,059 +500%
ARG
1449
Advisory Resource Group
Oklahoma
$678K -$12K -47 -2%
BHIA
1450
Birch Hill Investment Advisors
Massachusetts
$676K +$25.6K +100 +4%