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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1501
Diversify Advisory Services
Utah
$328K +$311K +1,447 New
ACIM
1502
Azimuth Capital Investment Management
Michigan
$328K +$309K +1,435 New
HA
1503
Herold Advisors
New York
$328K +$3.87K +18 +1%
HI
1504
Human Investing
Oregon
$327K +$6.24K +29 +2%
PCM
1505
Pennsylvania Capital Management
Pennsylvania
$327K
HW
1506
Hancock Whitney
Mississippi
$327K
MWP
1507
Madison Wealth Partners
Wisconsin
$325K
FCC
1508
Flower City Capital
New York
$324K -$3.87K -18 -1%
SSWM
1509
Sheets Smith Wealth Management
North Carolina
$323K +$304K +1,414 New
DWA
1510
Douglass Winthrop Advisors
New York
$319K +$300K +1,395 New
WPWM
1511
Windward Private Wealth Management
Kansas
$319K -$54.6K -254 -15%
HR
1512
Howe & Rusling
New York
$318K +$40.2K +187 +16%
AWM
1513
Angeles Wealth Management
California
$317K -$88.2K -410 -23%
TPW
1514
Tiller Private Wealth
Pennsylvania
$317K -$138K -640 -32%
JWM
1515
JGP Wealth Management
Oregon
$316K -$22.4K -104 -7%
WSWA
1516
Warren Street Wealth Advisors
California
$316K
LSA
1517
Lion Street Advisors
Texas
$315K
CG
1518
Clifford Group
Massachusetts
$314K
I
1519
INVST
Indiana
$312K +$7.96K +37 +3%
Chevy Chase Trust
1520
Chevy Chase Trust
Maryland
$311K
AWP
1521
Abacus Wealth Partners
California
$310K +$292K +1,356 New
TWP
1522
Total Wealth Planning
Ohio
$310K -$41.1K -191 -12%
CEI
1523
Clark Estates Inc
New York
$309K
FTC
1524
Farmers Trust Company
Ohio
$308K +$43K +200 +17%
DA
1525
Detalus Advisors
Missouri
$308K +$4.3K +20 +2%