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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBFP
1601
Golden Bell Financial Planning
Georgia
$391K -$34.6K -155 -9%
FNBOMD
1602
First National Bank of Mount Dora
Florida
$391K -$11.4K -51 -3%
OPPS
1603
Obsidian Personal Planning Solutions
Maryland
$390K – – –
GLA
1604
Good Life Advisors
Pennsylvania
$390K +$12.9K +58 +4%
CAM
1605
Covenant Asset Management
New Jersey
$390K +$5.35K +24 +1%
IPW
1606
Intergy Private Wealth
Colorado
$390K -$78.3K -351 -18%
BFG
1607
Bouchey Financial Group
New York
$389K +$5.13K +23 +1%
ICP
1608
Interchange Capital Partners
Pennsylvania
$388K +$223 +1 +0.1%
KP
1609
Kitching Partners
Pennsylvania
$387K – – –
KAS
1610
KPP Advisory Services
Kentucky
$387K -$1.34K -6 -0.4%
AFG
1611
Altiora Financial Group
Ohio
$387K – – –
CT
1612
Caldwell Trust
Florida
$387K +$669 +3 +0.2%
AIC
1613
Archer Investment Corporation
Indiana
$386K +$55.5K +249 +18%
PSP
1614
Pacific Sage Partners
Washington
$386K – – –
PFA
1615
Pillar Financial Advisors
Kentucky
$386K – – –
UFAC
1616
Urban Financial Advisory Corp
Illinois
$386K +$14.5K +65 +4%
PJSIMP
1617
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K -$62.5K -280 -15%
TAM
1618
Tocqueville Asset Management
New York
$383K – – –
FA
1619
FF Advisors
California
$383K – – –
FB
1620
Finward Bancorp
Indiana
$383K +$66.9K +300 +23%
BTWM
1621
Baker Tilly Wealth Management
Wisconsin
$383K – – –
BB
1622
Busey Bank
Illinois
$383K +$120K +538 +50%
HCP
1623
Hardin Capital Partners
South Carolina
$382K +$17.8K +80 +5%
IWP
1624
IAG Wealth Partners
Wisconsin
$382K -$10.7K -48 -3%
LSPW
1625
Lake Street Private Wealth
Illinois
$381K +$46K +206 +15%