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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1451
Mirador Capital Partners
California
$211K +$213K +1,151 New
RWRC
1452
R.W. Roge & Company
New York
$211K +$213K +1,151 New
CD
1453
Chapin Davis
Maryland
$210K +$212K +1,145 New
OC
1454
Oarsman Capital
Wisconsin
$209K -$18.5K -100 -8%
TC
1455
Truvestments Capital
Florida
$209K -$100K -542 -32%
NCG
1456
Newport Capital Group
New Jersey
$209K -$147K -795 -41%
EL
1457
Essex LLC
Illinois
$207K +$209K +1,129 New
LSPW
1458
Lake Street Private Wealth
Illinois
$207K -$149K -804 -42%
TW
1459
Transform Wealth
Colorado
$206K +$208K +1,124 New
RWP
1460
RWA Wealth Partners
Massachusetts
$206K -$73.2K -395 -27%
PJSIMP
1461
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K +$206K +1,113 New
RFN
1462
Redwood Financial Network
Ohio
$204K -$13K -70 -6%
CAWM
1463
Capital Advisors Wealth Management
Washington
$203K +$205K +1,107 New
GC
1464
GFG Capital
Florida
$202K +$204K +1,102 New
RCM
1465
Raleigh Capital Management
North Carolina
$202K +$1.3K +7 +0.6%
SMWM
1466
Silvia McColl Wealth Management
California
$201K +$203K +1,095 New
GWANC
1467
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K -$39.8K -215 -17%
CT
1468
Caldwell Trust
Florida
$195K
PFA
1469
Pathway Financial Advisers
Indiana
$192K +$194K +1,047 New
RWPA
1470
Richard W. Paul & Associates
Michigan
$187K +$189K +1,018 New
PMFA
1471
Plante Moran Financial Advisors
Michigan
$182K +$41.5K +224 +29%
Barclays
1472
Barclays
United Kingdom
$181K
FCB
1473
First Command Bank
Texas
$175K -$69.5K -375 -28%
FCFS
1474
First Command Financial Services
Texas
$175K -$69.5K -375 -28%
AWM
1475
Accurate Wealth Management
Florida
$175K -$171K -923 -50%