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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
1576
Vanguard Personalized Indexing Management
California
$540K -$94K -367 -15%
AWP
1577
Astra Wealth Partners
New Jersey
$539K -$364K -1,419 -40%
AWM
1578
Angeles Wealth Management
California
$538K -$47.7K -186 -8%
GCM
1579
Generation Capital Management
New York
$538K -$855K -3,337 -62%
MSG
1580
Main Street Group
Virginia
$538K +$4.1K +16 +0.8%
CAL
1581
Capital Advisors Ltd
Ohio
$537K +$769 +3 +0.1%
First Trust Advisors
1582
First Trust Advisors
Illinois
$536K +$22K +86 +4%
PAA
1583
Peregrine Asset Advisers
Oregon
$534K +$256 +1 +0%
5NPW
1584
55 North Private Wealth
Florida
$530K +$527K +2,056 New
FRA
1585
Front Row Advisors
California
$530K – – –
EFL
1586
ERn Financial LLC
Wisconsin
$530K – – –
NCG
1587
Newport Capital Group
New Jersey
$530K -$1.79K -7 -0.3%
KIM
1588
Kestra Investment Management
Texas
$529K +$2.31K +9 +0.4%
UF
1589
Univest Financial
Pennsylvania
$528K +$138K +537 +36%
CT
1590
Clearstead Trust
Maine
$528K – – –
JHC
1591
J. Hagan Capital
Kentucky
$528K -$1.46M -5,715 -74%
TCWM
1592
Total Clarity Wealth Management
Illinois
$527K +$63.5K +248 +14%
SJGA
1593
Stephen J. Garry & Associates
New York
$526K – – –
CMMS
1594
Comprehensive Money Management Services
Florida
$526K -$7.69K -30 -1%
PCM
1595
Prospera Capital Management
Arizona
$526K – – –
CA
1596
Calton & Associates
Florida
$525K -$80.7K -315 -13%
WKWM
1597
Walter & Keenan Wealth Management
Indiana
$525K -$61.7K -241 -11%
CAS
1598
Coppell Advisory Solutions
Texas
$525K -$1.54K -6 -0.3%
UAG
1599
United Advisor Group
Ohio
$524K -$7.43K -29 -1%
WIM
1600
Wiregrass Investment Management
Georgia
$521K +$517K +2,018 New