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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPL
1551
Fortress Private Ledger
North Carolina
$459K +$448K +1,805 New
IA
1552
Insight Advisors
Pennsylvania
$459K -$11.4K -46 -2%
MFS
1553
Miller Financial Services
Michigan
$458K -$1.24K -5 -0.3%
NA
1554
Nautilus Advisors
California
$458K – – –
BMWM
1555
Brown Miller Wealth Management
Virginia
$458K +$35K +141 +8%
AWM
1556
Aprio Wealth Management
Georgia
$457K +$992 +4 +0.2%
AIA
1557
AssuredPartners Investment Advisors
Florida
$457K -$120K -482 -21%
TCWM
1558
Total Clarity Wealth Management
Illinois
$456K -$3.72K -15 -0.8%
JSW
1559
Journey Strategic Wealth
New Jersey
$456K +$48.6K +196 +12%
AWP
1560
Abacus Wealth Partners
California
$453K -$344K -1,389 -44%
RZH
1561
Relyea Zuckerberg Hanson
Connecticut
$453K +$5.21K +21 +1%
HW
1562
HORAN Wealth
Ohio
$452K +$441K +1,779 New
SVWAG
1563
Sound View Wealth Advisors Group
Georgia
$452K -$40.7K -164 -8%
CAM
1564
Covenant Asset Management
New Jersey
$451K +$31.7K +128 +8%
IAS
1565
Insigneo Advisory Services
Florida
$450K +$75.1K +303 +21%
SMA
1566
Seven Mile Advisory
New Jersey
$450K – – –
SP
1567
Sequent Planning
Nebraska
$449K -$26.8K -108 -6%
TWM
1568
Tolleson Wealth Management
Texas
$449K – – –
FAG
1569
Fortitude Advisory Group
Washington
$449K +$133K +537 +44%
SFS
1570
Strategic Financial Services
New York
$448K -$110K -445 -20%
CT
1571
Caldwell Trust
Florida
$447K +$31.7K +128 +8%
HGWM
1572
Horst & Graben Wealth Management
Oregon
$446K -$12.2K -49 -3%
DC
1573
Dahring Cusmano
Michigan
$444K -$8.68K -35 -2%
RFP
1574
RCS Financial Planning
Maryland
$444K +$48.6K +196 +13%
LSPW
1575
Lake Street Private Wealth
Illinois
$444K +$34.2K +138 +9%