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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1526
Financial Management Inc
Arkansas
$616K +$1.08K +4 +0.2%
LWL
1527
Leo Wealth LLC
Texas
$616K -$34.6K -128 -5%
CGA
1528
Crescent Grove Advisors
Illinois
$616K +$222K +820 +54%
KFSC
1529
Keystone Financial Services (Colorado)
Colorado
$614K
TF
1530
Tenzing Financial
Virginia
$612K -$271 -1 -0%
PTP
1531
Platform Technology Partners
New York
$612K +$24.1K +89 +4%
CWA
1532
Cascade Wealth Advisors
Washington
$612K -$6.22K -23 -1%
PA
1533
Powerhouse Assets
Massachusetts
$611K +$271 +1 +0%
PWM
1534
Penobscot Wealth Management
Maine
$611K +$9.2K +34 +1%
CWM
1535
Capstone Wealth Management
Montana
$608K -$9.74K -36 -2%
GKWIM
1536
Gerber Kawasaki Wealth & Investment Management
California
$607K -$15.4K -57 -2%
CCM
1537
Compass Capital Management
Minnesota
$607K -$17K -63 -3%
CPSAC
1538
Chas P. Smith & Associates (CPS)
Florida
$606K -$54.1K -200 -8%
BLC
1539
Brown, Lisle/Cummings
Rhode Island
$605K +$271 +1 +0%
FF
1540
Francis Financial
$605K -$5.41K -20 -0.9%
FWA
1541
FSM Wealth Advisors
Ohio
$604K +$79.6K +294 +15%
AWM
1542
Angeles Wealth Management
California
$603K +$58.5K +216 +10%
MFP
1543
Meridian Financial Partners
Virginia
$603K +$181K +670 +42%
KFS
1544
Kaizen Financial Strategies
California
$600K +$196K +723 +51%
BWM
1545
Bernicke Wealth Management
Wisconsin
$595K
MIA
1546
Milestone Investment Advisors
Wisconsin
$595K +$2.17K +8 +0.4%
NAM
1547
NTV Asset Management
West Virginia
$594K
OWP
1548
Obermeyer Wealth Partners
Colorado
$594K +$38.4K +142 +7%
Q1WB
1549
Quest 10 Wealth Builders
Virginia
$594K -$2.17K -8 -0.4%
ST
1550
Spinnaker Trust
Maine
$592K -$143K -527 -19%