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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1476
Coppell Advisory Solutions
Texas
$534K -$28.5K -116 -5%
SWM
1477
Sugarloaf Wealth Management
Georgia
$531K
SFS
1478
Strategic Financial Services
New York
$530K -$32K -130 -6%
SFPG
1479
Stonebridge Financial Planning Group
Florida
$528K -$4.67K -19 -0.9%
LWA
1480
LifeGoal Wealth Advisors
New York
$527K +$540K +2,194 New
SW
1481
Simplicity Wealth
New Jersey
$527K +$313K +1,273 +138%
GWP
1482
Gen-Wealth Partners
Michigan
$527K
PWM
1483
Parkworth Wealth Management
California
$526K +$539K +2,191 New
OC
1484
Optima Capital
Oregon
$525K +$538K +2,185 New
SAM
1485
Silvercrest Asset Management
New York
$524K
AGP
1486
Aspire Growth Partners
Florida
$520K +$532K +2,162 New
PAA
1487
Peregrine Asset Advisers
Oregon
$519K -$64.5K -262 -11%
PWA
1488
Physician Wealth Advisors
Utah
$519K +$158K +644 +43%
IA
1489
Insight Advisors
Pennsylvania
$518K +$17.2K +70 +3%
Luther King Capital Management (LKCM)
1490
Luther King Capital Management (LKCM)
Texas
$517K
CKAIS
1491
Christensen King & Associates Investment Services
Washington
$516K +$246 +1 +0%
EFL
1492
ERn Financial LLC
Wisconsin
$515K -$27.6K -112 -5%
IPW
1493
Intergy Private Wealth
Colorado
$513K +$246 +1 +0%
FF
1494
Farnam Financial
Arizona
$512K -$17.2K -70 -3%
RW
1495
Rede Wealth
Virginia
$511K +$34.2K +139 +7%
CCWM
1496
Cassaday & Co Wealth Management
Virginia
$509K +$49.9K +203 +11%
LL
1497
LPWM LLC
Minnesota
$505K
CMMS
1498
Comprehensive Money Management Services
Florida
$504K +$516K +2,099 New
AWE
1499
Avidian Wealth Enterprises
Texas
$503K +$1.48K +6 +0.3%
LC
1500
Lincoln Capital
Nebraska
$502K +$164K +666 +47%