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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
1501
KWMG LLC
Kansas
$328K -$50.8K -236 -14%
DAS
1502
Diversify Advisory Services
Utah
$328K +$311K +1,447 New
ACIM
1503
Azimuth Capital Investment Management
Michigan
$328K +$309K +1,435 New
HA
1504
Herold Advisors
New York
$328K +$3.87K +18 +1%
HI
1505
Human Investing
Oregon
$327K +$6.24K +29 +2%
PCM
1506
Pennsylvania Capital Management
Pennsylvania
$327K – – –
HW
1507
Hancock Whitney
Mississippi
$327K – – –
MWP
1508
Madison Wealth Partners
Wisconsin
$325K – – –
FCC
1509
Flower City Capital
New York
$324K -$3.87K -18 -1%
SSWM
1510
Sheets Smith Wealth Management
North Carolina
$323K +$304K +1,414 New
DWA
1511
Douglass Winthrop Advisors
New York
$319K +$300K +1,395 New
WPWM
1512
Windward Private Wealth Management
Kansas
$319K -$54.6K -254 -15%
HR
1513
Howe & Rusling
New York
$318K +$40.2K +187 +16%
AWM
1514
Angeles Wealth Management
California
$317K -$88.2K -410 -23%
TPW
1515
Tiller Private Wealth
Pennsylvania
$317K -$138K -640 -32%
JWM
1516
JGP Wealth Management
Oregon
$316K -$22.4K -104 -7%
WSWA
1517
Warren Street Wealth Advisors
California
$316K – – –
LSA
1518
Lion Street Advisors
Texas
$315K – – –
CG
1519
Clifford Group
Massachusetts
$314K – – –
I
1520
INVST
Indiana
$312K +$7.96K +37 +3%
Chevy Chase Trust
1521
Chevy Chase Trust
Maryland
$311K – – –
AWP
1522
Abacus Wealth Partners
California
$310K +$292K +1,356 New
TWP
1523
Total Wealth Planning
Ohio
$310K -$41.1K -191 -12%
CEI
1524
Clark Estates Inc
New York
$309K – – –
FTC
1525
Farmers Trust Company
Ohio
$308K +$43K +200 +17%