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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1551
Total Clarity Wealth Management
Illinois
$429K +$669 +3 +0.2%
JWCA
1552
J.W. Coons Advisors
Ohio
$428K +$107K +480 +36%
MF
1553
Midwestern Financial
Iowa
$428K +$403K +1,806 New
MFS
1554
Miller Financial Services
Michigan
$428K +$403K +1,805 New
BC
1555
Bakala Capital
South Carolina
$427K – – –
HGWM
1556
Horst & Graben Wealth Management
Oregon
$427K -$8.48K -38 -2%
NA
1557
Nautilus Advisors
California
$427K – – –
FWI
1558
Facet Wealth Inc
Maryland
$426K +$142K +636 +56%
LWM
1559
Luminvest Wealth Management
Arizona
$425K – – –
AWM
1560
Aprio Wealth Management
Georgia
$425K +$20.3K +91 +5%
AT
1561
Avalon Trust
New Mexico
$424K -$149K -667 -27%
DWM
1562
Destination Wealth Management
California
$423K +$5.58K +25 +1%
JWM
1563
JGP Wealth Management
Oregon
$423K +$19.6K +88 +5%
DC
1564
Dahring Cusmano
Michigan
$422K -$2.01K -9 -0.5%
HPC
1565
HM Payson & Co
Maine
$422K – – –
VNA
1566
Valley National Advisers
Pennsylvania
$422K -$2.01K -9 -0.5%
4FG
1567
4Thought Financial Group
New York
$419K +$372K +1,669 +1,652%
SMA
1568
Seven Mile Advisory
New Jersey
$419K – – –
TWM
1569
Tolleson Wealth Management
Texas
$419K – – –
AWA
1570
Alta Wealth Advisors
Massachusetts
$419K +$19.2K +86 +5%
DWA
1571
Douglass Winthrop Advisors
New York
$417K -$21.2K -95 -5%
RZH
1572
Relyea Zuckerberg Hanson
Connecticut
$417K -$5.8K -26 -1%
MWM
1573
Mascoma Wealth Management
New Hampshire
$416K -$44.6K -200 -10%
PTP
1574
Platform Technology Partners
New York
$415K +$12.3K +55 +3%
IAIM
1575
International Assets Investment Management
Florida
$415K +$14.1K +63 +4%