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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1451
Wealthedge Investment Advisors
New York
$534K -$285K -1,277 -36%
GWP
1452
Gen-Wealth Partners
Michigan
$534K +$13.6K +61 +3%
OWP
1453
Obermeyer Wealth Partners
Colorado
$533K +$78.1K +350 +18%
Principal Financial Group
1454
Principal Financial Group
Iowa
$532K
GFM
1455
GEN Financial Management
Minnesota
$527K -$338K -1,516 -41%
CBA
1456
Coastal Bridge Advisors
Connecticut
$527K -$31.2K -140 -6%
EWP
1457
Elevation Wealth Partners
California
$526K -$6.69K -30 -1%
TCMP
1458
Thrive Capital Management (Pennsylvania)
Pennsylvania
$524K +$494K +2,213 New
SFS
1459
Strategic Financial Services
New York
$523K
PWM
1460
Parkworth Wealth Management
California
$522K
NB
1461
NBT Bank
New York
$522K -$892 -4 -0.2%
RW
1462
REDW Wealth
New Mexico
$517K +$10.3K +46 +2%
MSG
1463
Main Street Group
Virginia
$516K -$32.1K -144 -6%
CAL
1464
Capital Advisors Ltd
Ohio
$516K -$56.9K -255 -10%
CCWM
1465
Cassaday & Co Wealth Management
Virginia
$515K -$124K -555 -20%
AP
1466
Appleton Partners
Massachusetts
$510K +$46.6K +209 +11%
CFGA
1467
Cambridge Financial Group (Arizona)
Arizona
$510K +$80.1K +359 +20%
CA
1468
Calton & Associates
Florida
$510K -$63.8K -286 -12%
ACA
1469
Atlas Capital Advisors
Wyoming
$508K -$291K -1,306 -38%
PWAM
1470
Private Wealth Asset Management
Iowa
$504K +$313K +1,401 +193%
SFG
1471
Synergy Financial Group
California
$503K -$7.36K -33 -2%
LAM
1472
L2 Asset Management
Massachusetts
$503K +$473K +2,121 New
NRW
1473
Nova R Wealth
Kansas
$502K +$159K +712 +51%
JAG
1474
Journey Advisory Group
Kentucky
$500K -$5.58K -25 -1%
SBF
1475
Sara-Bay Financial
Florida
$500K -$62.2K -279 -12%