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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1576
Opal Wealth Advisors
New York
$275K -$18.2K -83 -6%
VFG
1577
Valley Financial Group
Pennsylvania
$275K +$2.2K +10 +0.8%
PMSA
1578
Patrick M. Sweeney & Associates
Illinois
$275K +$276K +1,259 New
CHJWM
1579
Carlton Hofferkamp & Jenks Wealth Management
Texas
$274K +$1.32K +6 +0.5%
P
1580
Pitcairn
Pennsylvania
$274K – – –
BMMM
1581
Boston Mountain Money Management
Arkansas
$274K +$15.2K +69 +6%
CFS
1582
CGC Financial Services
Oregon
$272K – – –
VPWA
1583
Vestia Personal Wealth Advisors
Indiana
$272K +$274K +1,247 New
BCMLT
1584
Beacon Capital Management LLC (Tennessee)
Tennessee
$271K +$21.1K +96 +8%
MA
1585
MBA Advisors
Pennsylvania
$271K – – –
TFP
1586
Traction Financial Partners
Wyoming
$271K +$9.44K +43 +4%
MWA
1587
Monograph Wealth Advisors
California
$270K – – –
SIC
1588
SJS Investment Consulting
Ohio
$270K – – –
LCOV
1589
London Company of Virginia
Virginia
$270K +$272K +1,237 New
LOPW
1590
Live Oak Private Wealth
North Carolina
$268K +$1.76K +8 +0.7%
FFM
1591
Forum Financial Management
Illinois
$268K -$200K -912 -43%
SP
1592
Sequent Planning
Nebraska
$268K +$9.66K +44 +4%
SWM
1593
SilverOak Wealth Management
Minnesota
$268K +$1.76K +8 +0.7%
AP
1594
Aspect Partners
Virginia
$267K – – –
FCA
1595
FinTrust Capital Advisors
South Carolina
$267K +$45K +205 +20%
RWM
1596
Raffa Wealth Management
District of Columbia
$265K – – –
HNWAG
1597
High Net Worth Advisory Group
Florida
$264K +$61.5K +280 +30%
SRWM
1598
Shira Ridge Wealth Management
California
$263K +$265K +1,205 New
RPSA
1599
Richard P. Slaughter Associates
Texas
$262K – – –
MFA
1600
Millington Financial Advisors
Illinois
$262K – – –