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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1501
Stockman Wealth Management
Montana
$502K -$78.5K -319 -13%
Vanguard Personalized Indexing Management
1502
Vanguard Personalized Indexing Management
California
$502K -$23.4K -95 -4%
EFG
1503
Elios Financial Group
Ohio
$500K -$24.1K -98 -4%
OW
1504
Olistico Wealth
Oklahoma
$499K +$738 +3 +0.1%
KNFPWM
1505
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$498K -$128K -519 -20%
APA
1506
Astoria Portfolio Advisors
New York
$496K +$504K +2,047 New
AP
1507
Appleton Partners
Massachusetts
$496K
TW
1508
TrinityPoint Wealth
Connecticut
$495K +$49K +199 +11%
FTA
1509
Financial & Tax Architects
Missouri
$495K +$80K +325 +19%
HGA
1510
Hobbs Group Advisors
South Carolina
$494K +$383K +1,557 +297%
AAG
1511
Armstrong Advisory Group
Massachusetts
$493K -$29.3K -119 -5%
AFTS
1512
American Financial & Tax Strategies
New York
$492K -$1.72K -7 -0.3%
SAM
1513
Smith Asset Management
Florida
$490K +$502K +2,039 New
NQWM
1514
Northwest Quadrant Wealth Management
Oregon
$488K +$500K +2,031 New
PCMK
1515
Paragon Capital Management (Kansas)
Kansas
$487K -$20.7K -84 -4%
GHA
1516
Granite Harbor Advisors
Texas
$486K
ACM
1517
Advance Capital Management
Michigan
$485K +$88.6K +360 +22%
CFAM
1518
Center For Asset Management
Florida
$484K +$26.3K +107 +6%
BB
1519
Bell Bank
North Dakota
$481K -$103K -419 -17%
MPWS
1520
McCarter Private Wealth Services
Massachusetts
$481K +$27.1K +110 +6%
HAM
1521
Harmony Asset Management
Arizona
$479K +$14K +57 +3%
NPF
1522
Norris Perne & French
Michigan
$478K
HIG
1523
Heritage Investment Group
Florida
$477K
PCM
1524
Park Capital Management
Wisconsin
$475K +$486K +1,977 New
MCA
1525
Midwest Capital Advisors
Michigan
$474K +$486K +1,974 New