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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1601
Raleigh Capital Management
North Carolina
$236K -$146K -756 -41%
LC
1602
Lincoln Capital
Nebraska
$236K +$6.55K +34 +3%
SFG
1603
SNS Financial Group
Minnesota
$236K -$34.3K -178 -14%
1WA
1604
180 Wealth Advisors
Washington
$235K +$214K +1,111 New
SMWM
1605
Silvia McColl Wealth Management
California
$234K +$771 +4 +0.4%
HH
1606
Hilltop Holdings
Texas
$234K +$211K +1,096 New
VR
1607
Valued Retirements
Texas
$234K +$211K +1,095 New
EWA
1608
Elevate Wealth Advisory
Georgia
$234K +$211K +1,095 New
PWM
1609
PBMares Wealth Management
Virginia
$233K -$14.3K -74 -6%
ZIC
1610
ZWJ Investment Counsel
Georgia
$233K – – –
AWM
1611
Aprio Wealth Management
Georgia
$233K +$2.89K +15 +1%
DIP
1612
Davis Investment Partners
North Carolina
$233K – – –
BI
1613
Berkeley Inc
Idaho
$231K -$19.1K -99 -8%
VHAM
1614
Van Hulzen Asset Management
California
$231K +$209K +1,084 New
SL
1615
Sentry LLC
Tennessee
$230K +$208K +1,080 New
PCG
1616
Prosperity Consulting Group
Maryland
$230K -$14.5K -75 -7%
MAA
1617
Matrix Asset Advisors
New York
$230K +$193 +1 +0.1%
LSPW
1618
Lake Street Private Wealth
Illinois
$227K +$385 +2 +0.2%
NAG
1619
Northstar Advisory Group
New Jersey
$227K +$578 +3 +0.3%
SM
1620
Sensible Money
Arizona
$226K – – –
TC
1621
Truvestments Capital
Florida
$226K +$963 +5 +0.5%
CAM
1622
Covenant Asset Management
New Jersey
$225K -$31K -161 -13%
SPA
1623
Sentinel Pension Advisors
Massachusetts
$225K -$1.16K -6 -0.6%
AWM
1624
Arista Wealth Management
Nevada
$222K +$200K +1,040 New
AWA
1625
Amplius Wealth Advisors
Pennsylvania
$222K +$200K +1,039 New