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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1526
CFS Investment Advisory Services
New Jersey
$308K +$310K +1,412 New
NPFS
1527
Novak & Powell Financial Services
Florida
$307K +$2.69M +12,262 New
VC
1528
Veery Capital
Delaware
$306K -$110K -500 -26%
AWA
1529
Arete Wealth Advisors
Illinois
$306K +$309K +1,405 New
FCC
1530
Flower City Capital
New York
$306K -$4.39K -20 -1%
AWAP
1531
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$304K -$14.9K -68 -5%
KW
1532
KWB Wealth
California
$304K – – –
TPW
1533
Tiller Private Wealth
Pennsylvania
$302K – – –
WSWA
1534
Warren Street Wealth Advisors
California
$302K +$659 +3 +0.2%
MWP
1535
Madison Wealth Partners
Wisconsin
$302K -$8.56K -39 -3%
KL
1536
KWMG LLC
Kansas
$301K -$11.6K -53 -4%
WPWM
1537
Windward Private Wealth Management
Kansas
$301K -$2.63K -12 -0.9%
SSWM
1538
Sheets Smith Wealth Management
North Carolina
$300K -$8.13K -37 -3%
Chevy Chase Trust
1539
Chevy Chase Trust
Maryland
$300K +$3.29K +15 +1%
TW
1540
Transform Wealth
Colorado
$300K -$35.8K -163 -11%
CG
1541
Clifford Group
Massachusetts
$300K – – –
HIGP
1542
Hill Investment Group Partners
Missouri
$299K – – –
1WA
1543
180 Wealth Advisors
Washington
$296K +$43.5K +198 +18%
CEI
1544
Clark Estates Inc
New York
$294K – – –
FTC
1545
Farmers Trust Company
Ohio
$294K – – –
EWM
1546
Elevatus Welath Management
New York
$293K -$313K -1,425 -51%
VAF
1547
Values Added Financial
District of Columbia
$293K +$295K +1,345 New
GWM
1548
GSB Wealth Management
Connecticut
$292K -$439 -2 -0.1%
BWP
1549
Balboa Wealth Partners
Arizona
$292K +$2.2K +10 +0.8%
LC
1550
Lincoln Capital
Nebraska
$292K +$29.6K +135 +11%