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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1476
Inspirion Wealth Advisors
Illinois
$534K +$7.14K +29 +1%
CAS
1477
Coppell Advisory Solutions
Texas
$534K -$28.5K -116 -5%
SWM
1478
Sugarloaf Wealth Management
Georgia
$531K – – –
SFS
1479
Strategic Financial Services
New York
$530K -$32K -130 -6%
SFPG
1480
Stonebridge Financial Planning Group
Florida
$528K -$4.67K -19 -0.9%
LWA
1481
LifeGoal Wealth Advisors
New York
$527K +$540K +2,194 New
SW
1482
Simplicity Wealth
New Jersey
$527K +$313K +1,273 +138%
GWP
1483
Gen-Wealth Partners
Michigan
$527K – – –
PWM
1484
Parkworth Wealth Management
California
$526K +$539K +2,191 New
OC
1485
Optima Capital
Oregon
$525K +$538K +2,185 New
SAM
1486
Silvercrest Asset Management
New York
$524K – – –
AGP
1487
Aspire Growth Partners
Florida
$520K +$532K +2,162 New
PAA
1488
Peregrine Asset Advisers
Oregon
$519K -$64.5K -262 -11%
PWA
1489
Physician Wealth Advisors
Utah
$519K +$158K +644 +43%
IA
1490
Insight Advisors
Pennsylvania
$518K +$17.2K +70 +3%
Luther King Capital Management (LKCM)
1491
Luther King Capital Management (LKCM)
Texas
$517K – – –
CKAIS
1492
Christensen King & Associates Investment Services
Washington
$516K +$246 +1 +0%
EFL
1493
ERn Financial LLC
Wisconsin
$515K -$27.6K -112 -5%
IPW
1494
Intergy Private Wealth
Colorado
$513K +$246 +1 +0%
FF
1495
Farnam Financial
Arizona
$512K -$17.2K -70 -3%
RW
1496
Rede Wealth
Virginia
$511K +$34.2K +139 +7%
CCWM
1497
Cassaday & Co Wealth Management
Virginia
$509K +$49.9K +203 +11%
LL
1498
LPWM LLC
Minnesota
$505K – – –
CMMS
1499
Comprehensive Money Management Services
Florida
$504K +$516K +2,099 New
AWE
1500
Avidian Wealth Enterprises
Texas
$503K +$1.48K +6 +0.3%