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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
1601
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$665K -$58.2K -203 -8%
WFAG
1602
Wescott Financial Advisory Group
Pennsylvania
$664K -$140K -488 -18%
CAM
1603
Carret Asset Management
New York
$664K +$287 +1 +0%
FB
1604
Finward Bancorp
Indiana
$664K +$55.6K +194 +10%
AG
1605
AmeriFlex Group
Nevada
$663K +$28.1K +98 +5%
KIA
1606
KCM Investment Advisors
California
$662K +$20.1K +70 +3%
UIM
1607
Unified Investment Management
Georgia
$656K +$9.17K +32 +2%
VA
1608
Vident Advisory
Georgia
$653K +$21.5K +75 +4%
RFP
1609
RCS Financial Planning
Maryland
$652K +$4.3K +15 +0.7%
BW
1610
Bravera Wealth
North Dakota
$651K +$17.5K +61 +3%
CWA
1611
Cascade Wealth Advisors
Washington
$651K +$573 +2 +0.1%
GAB
1612
German American Bancorp
Indiana
$649K -$78.8K -275 -11%
CAM
1613
Covenant Asset Management
New Jersey
$648K +$38.4K +134 +7%
TNB
1614
Thomasville National Bank
Georgia
$647K +$611K +2,133 New
KFSC
1615
Keystone Financial Services (Colorado)
Colorado
$645K -$61.9K -216 -9%
OWP
1616
Obermeyer Wealth Partners
Colorado
$644K -$40.7K -142 -6%
AP
1617
Appleton Partners
Massachusetts
$644K +$8.6K +30 +1%
FFA
1618
Florida Financial Advisors
Florida
$643K +$21.8K +76 +4%
AWM
1619
Accel Wealth Management
Iowa
$643K – – –
CD
1620
Chapin Davis
Maryland
$640K – – –
FRA
1621
Front Row Advisors
California
$640K +$10K +35 +2%
BRIA
1622
Balanced Rock Investment Advisors
Massachusetts
$639K -$26.4K -92 -4%
Vanguard Personalized Indexing Management
1623
Vanguard Personalized Indexing Management
California
$638K +$20.1K +70 +3%
JC
1624
JM2 Capital
Oklahoma
$635K – – –
IWN
1625
Independent Wealth Network
Iowa
$635K +$34.7K +121 +6%