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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1526
LJI Wealth Management
Indiana
$349K -$79.1K -348 -19%
ABTD
1527
Arvest Bank Trust Division
Oklahoma
$348K +$333K +1,466 New
CAWM
1528
Capital Advisors Wealth Management
Washington
$347K +$62.9K +277 +23%
LRPA
1529
L. Roy Papp & Associates
Arizona
$345K – – –
NP
1530
NorthRock Partners
Minnesota
$343K +$27K +119 +9%
OHIS
1531
Oak Harvest Investment Services
Texas
$343K +$6.59K +29 +2%
SEM
1532
Strategic Equity Management
Arizona
$342K +$104K +456 +46%
CFO
1533
Callan Family Office
Pennsylvania
$341K +$54.5K +240 +20%
ZIC
1534
ZWJ Investment Counsel
Georgia
$341K +$29.3K +129 +10%
Fisher Asset Management
1535
Fisher Asset Management
Washington
$340K -$826K -3,637 -72%
CFO
1536
CVA Family Office
Colorado
$340K -$96.3K -424 -23%
RGF
1537
Retirement Guys Formula
Ohio
$340K -$66.6K -293 -17%
KFI
1538
Key Financial Inc
Pennsylvania
$339K -$23.9K -105 -7%
PCM
1539
Pennsylvania Capital Management
Pennsylvania
$339K +$227 +1 +0.1%
TF
1540
Trek Financial
Arizona
$338K +$324K +1,427 New
MWM
1541
Modern Wealth Management
Kansas
$338K +$84.5K +372 +35%
LC
1542
Lincoln Capital
Nebraska
$338K +$19.8K +87 +7%
PCS
1543
Personal CFO Solutions
New Jersey
$338K +$24.3K +107 +8%
FCT
1544
First Community Trust
Iowa
$336K +$81.6K +359 +34%
NRW
1545
Nova R Wealth
Kansas
$336K -$9.09K -40 -3%
ZRP
1546
Zynergy Retirement Planning
New Jersey
$335K -$3.64K -16 -1%
BL
1547
Balentine LLC
Georgia
$334K +$243K +1,070 +315%
CIAS
1548
CFS Investment Advisory Services
New Jersey
$332K -$2.73K -12 -0.8%
AIC
1549
Archer Investment Corporation
Indiana
$331K -$11.4K -50 -3%
AWAP
1550
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$331K +$454 +2 +0.1%