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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
1501
Luther King Capital Management (LKCM)
Texas
$475K
BB
1502
Bell Bank
North Dakota
$474K
VIPI
1503
Vista Investment Partners II
Indiana
$473K +$17.4K +78 +4%
CIAS
1504
Capital Investment Advisory Services
North Carolina
$473K +$220K +987 +98%
LL
1505
LPWM LLC
Minnesota
$472K -$17K -76 -4%
PCMK
1506
Paragon Capital Management (Kansas)
Kansas
$471K
CGA
1507
Crescent Grove Advisors
Illinois
$470K +$441K +1,978 New
PSFG
1508
Park Square Financial Group
Georgia
$470K +$14.3K +64 +3%
CAS
1509
Coppell Advisory Solutions
Texas
$470K -$8.7K -39 -2%
EFA
1510
Edge Financial Advisors
Illinois
$470K -$42.2K -189 -9%
KFSN
1511
Keystone Financial Services (Nebraska)
Nebraska
$469K -$49.5K -222 -10%
WMN
1512
Wealth Management Nebraska
Nebraska
$467K +$17K +76 +4%
GS
1513
GWN Securities
Florida
$467K +$62.7K +281 +17%
UWPG
1514
Ullmann Wealth Partners Group
Florida
$466K
BHBT
1515
Burke & Herbert Bank & Trust
Virginia
$466K
APP
1516
Avantax Planning Partners
Iowa
$466K
HIM
1517
Harbour Investment Management
Washington
$464K
MPW
1518
Melone Private Wealth
Michigan
$464K
TDC
1519
Thompson Davis & Co
Virginia
$464K
LGWM
1520
Litman Gregory Wealth Management
California
$463K -$66.9K -300 -13%
SVWAG
1521
Sound View Wealth Advisors Group
Georgia
$460K -$215K -965 -33%
LWM
1522
Lodestone Wealth Management
Washington
$460K
MWP
1523
Madison Wealth Partners
Wisconsin
$460K -$2.9K -13 -0.7%
PAS
1524
Parsonex Advisory Services
Colorado
$458K +$431K +1,932 New
UIM
1525
Unified Investment Management
Georgia
$452K