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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1451
Belmont Capital
California
$374K +$164K +763 +87%
SSWM
1452
Smith Salley Wealth Management
North Carolina
$373K -$83.7K -389 -19%
FA
1453
FF Advisors
California
$373K +$25.8K +120 +8%
AFG
1454
Altiora Financial Group
Ohio
$373K – – –
MC
1455
Middleton & Co
Massachusetts
$373K – – –
CT
1456
Clearstead Trust
Maine
$372K +$860 +4 +0.2%
TVWM
1457
Tower View Wealth Management
Wisconsin
$370K +$1.08K +5 +0.3%
TAM
1458
Tocqueville Asset Management
New York
$370K – – –
TC
1459
Trilogy Capital
California
$369K +$49K +228 +16%
CCG
1460
Coastwise Capital Group
California
$366K – – –
Jane Street
1461
Jane Street
New York
$366K -$147K -685 -30%
LFA
1462
Legacy Financial Advisors
Kentucky
$366K -$18.5K -86 -5%
WA
1463
WealthTrust Axiom
Pennsylvania
$363K – – –
PMFA
1464
Plante Moran Financial Advisors
Michigan
$362K +$266K +1,236 +354%
EBA
1465
Eagle Bay Advisors
New York
$362K +$288K +1,340 +549%
KFP
1466
Keener Financial Planning
Texas
$362K – – –
CRC
1467
Curi RMB Capital
Illinois
$361K +$74.9K +348 +28%
RSA
1468
River Street Advisors
Illinois
$361K +$340K +1,580 New
OPPS
1469
Obsidian Personal Planning Solutions
Maryland
$361K +$363K +1,689 New
SFG
1470
Synergy Financial Group
California
$360K +$339K +1,577 New
EWM
1471
Elmwood Wealth Management
California
$359K +$46K +214 +16%
APW
1472
Austin Private Wealth
Texas
$359K -$40.9K -190 -11%
DACG
1473
Donor Advised Charitable Giving
California
$359K – – –
SBF
1474
Sara-Bay Financial
Florida
$358K +$22.2K +103 +7%
FFA
1475
Florida Financial Advisors
Florida
$357K +$126K +586 +60%