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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1551
Family CFO
California
$558K -$239K -931 -30%
TNB
1552
Thomasville National Bank
Georgia
$557K -$72K -281 -12%
BRIA
1553
Balanced Rock Investment Advisors
Massachusetts
$555K +$1.02K +4 +0.2%
BFWA
1554
Benchmark Financial Wealth Advisors
Florida
$555K +$15.9K +62 +3%
SFG
1555
Synergy Financial Group
California
$553K +$1.54K +6 +0.3%
IWM
1556
IMG Wealth Management
Florida
$553K -$42.5K -166 -7%
BWS
1557
Buck Wealth Strategies
Colorado
$553K +$73K +285 +15%
WIP
1558
WealthCare Investment Partners
Rhode Island
$552K -$7.17K -28 -1%
EPW
1559
Evolve Private Wealth
California
$552K +$548K +2,141 New
NAS
1560
NWF Advisory Services
California
$550K -$27.9K -109 -5%
WIA
1561
Wealthedge Investment Advisors
New York
$550K -$32.3K -126 -6%
NWMG
1562
National Wealth Management Group
Ohio
$550K +$172K +673 +46%
FWA
1563
Fulcrum Wealth Advisors
Washington
$549K +$545K +2,129 New
OWP
1564
Obermeyer Wealth Partners
Colorado
$548K -$46.4K -181 -8%
CHC
1565
City Holding Co
West Virginia
$546K +$467K +1,824 +620%
NB
1566
NBT Bank
New York
$546K +$28.7K +112 +6%
JWBC
1567
John W. Brooker & Co
California
$545K +$542K +2,114 New
AP
1568
Appleton Partners
Massachusetts
$545K -$6.41K -25 -1%
AF
1569
Atala Financial
California
$541K
JC
1570
JM2 Capital
Oklahoma
$541K +$537K +2,096 New
WA
1571
Waystone Advisors
Washington
$540K +$536K +2,094 New
Vanguard Personalized Indexing Management
1572
Vanguard Personalized Indexing Management
California
$540K -$94K -367 -15%
AWP
1573
Astra Wealth Partners
New Jersey
$539K -$364K -1,419 -40%
AWM
1574
Angeles Wealth Management
California
$538K -$47.7K -186 -8%
GCM
1575
Generation Capital Management
New York
$538K -$855K -3,337 -62%