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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1501
Granite Harbor Advisors
Texas
$476K -$2.68K -12 -0.6%
Luther King Capital Management (LKCM)
1502
Luther King Capital Management (LKCM)
Texas
$475K – – –
BB
1503
Bell Bank
North Dakota
$474K – – –
VIPI
1504
Vista Investment Partners II
Indiana
$473K +$17.4K +78 +4%
CIAS
1505
Capital Investment Advisory Services
North Carolina
$473K +$220K +987 +98%
LL
1506
LPWM LLC
Minnesota
$472K -$17K -76 -4%
PCMK
1507
Paragon Capital Management (Kansas)
Kansas
$471K – – –
CGA
1508
Crescent Grove Advisors
Illinois
$470K +$441K +1,978 New
PSFG
1509
Park Square Financial Group
Georgia
$470K +$14.3K +64 +3%
CAS
1510
Coppell Advisory Solutions
Texas
$470K -$8.7K -39 -2%
EFA
1511
Edge Financial Advisors
Illinois
$470K -$42.2K -189 -9%
KFSN
1512
Keystone Financial Services (Nebraska)
Nebraska
$469K -$49.5K -222 -10%
WMN
1513
Wealth Management Nebraska
Nebraska
$467K +$17K +76 +4%
GS
1514
GWN Securities
Florida
$467K +$62.7K +281 +17%
UWPG
1515
Ullmann Wealth Partners Group
Florida
$466K – – –
BHBT
1516
Burke & Herbert Bank & Trust
Virginia
$466K – – –
APP
1517
Avantax Planning Partners
Iowa
$466K – – –
HIM
1518
Harbour Investment Management
Washington
$464K – – –
MPW
1519
Melone Private Wealth
Michigan
$464K – – –
TDC
1520
Thompson Davis & Co
Virginia
$464K – – –
LGWM
1521
Litman Gregory Wealth Management
California
$463K -$66.9K -300 -13%
SVWAG
1522
Sound View Wealth Advisors Group
Georgia
$460K -$215K -965 -33%
LWM
1523
Lodestone Wealth Management
Washington
$460K – – –
MWP
1524
Madison Wealth Partners
Wisconsin
$460K -$2.9K -13 -0.7%
PAS
1525
Parsonex Advisory Services
Colorado
$458K +$431K +1,932 New