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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFW
1526
Redwood Family Wealth
Texas
$623K -$56K -207 -8%
JCM
1527
Jacobi Capital Management
Pennsylvania
$622K +$101K +375 +19%
1WM
1528
1900 Wealth Management
Texas
$618K – – –
PAA
1529
Peregrine Asset Advisers
Oregon
$617K +$77.1K +285 +14%
FPL
1530
Fortress Private Ledger
North Carolina
$617K +$127K +471 +25%
FMI
1531
Financial Management Inc
Arkansas
$616K +$1.08K +4 +0.2%
LWL
1532
Leo Wealth LLC
Texas
$616K -$34.6K -128 -5%
CGA
1533
Crescent Grove Advisors
Illinois
$616K +$222K +820 +54%
KFSC
1534
Keystone Financial Services (Colorado)
Colorado
$614K – – –
TF
1535
Tenzing Financial
Virginia
$612K -$271 -1 -0%
PTP
1536
Platform Technology Partners
New York
$612K +$24.1K +89 +4%
CWA
1537
Cascade Wealth Advisors
Washington
$612K -$6.22K -23 -1%
PA
1538
Powerhouse Assets
Massachusetts
$611K +$271 +1 +0%
PWM
1539
Penobscot Wealth Management
Maine
$611K +$9.2K +34 +1%
CWM
1540
Capstone Wealth Management
Montana
$608K -$9.74K -36 -2%
GKWIM
1541
Gerber Kawasaki Wealth & Investment Management
California
$607K -$15.4K -57 -2%
CCM
1542
Compass Capital Management
Minnesota
$607K -$17K -63 -3%
CPSAC
1543
Chas P. Smith & Associates (CPS)
Florida
$606K -$54.1K -200 -8%
BLC
1544
Brown, Lisle/Cummings
Rhode Island
$605K +$271 +1 +0%
FF
1545
Francis Financial
$605K -$5.41K -20 -0.9%
FWA
1546
FSM Wealth Advisors
Ohio
$604K +$79.6K +294 +15%
AWM
1547
Angeles Wealth Management
California
$603K +$58.5K +216 +10%
MFP
1548
Meridian Financial Partners
Virginia
$603K +$181K +670 +42%
KFS
1549
Kaizen Financial Strategies
California
$600K +$196K +723 +51%
BWM
1550
Bernicke Wealth Management
Wisconsin
$595K – – –