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Vanguard Morningstar Small-Cap ETF

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