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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1601
Brooklyn Investment Group
New York
$518K -$198K -773 -28%
VPWA
1602
Vestia Personal Wealth Advisors
Indiana
$517K -$5.64K -22 -1%
PCMK
1603
Paragon Capital Management (Kansas)
Kansas
$516K +$2.05K +8 +0.4%
JCM
1604
Jacobi Capital Management
Pennsylvania
$516K +$70.5K +275 +16%
EWP
1605
Elevation Wealth Partners
California
$514K -$43.8K -171 -8%
KFSN
1606
Keystone Financial Services (Nebraska)
Nebraska
$513K +$1.79K +7 +0.4%
CCW
1607
Coastline Complete Wealth
South Carolina
$511K +$508K +1,982 New
SP
1608
Sequent Planning
Nebraska
$511K +$54.8K +214 +12%
TWM
1609
Tolleson Wealth Management
Texas
$511K +$56.4K +220 +12%
PAS
1610
Parsonex Advisory Services
Colorado
$509K +$8.2K +32 +2%
MPW
1611
Melone Private Wealth
Michigan
$509K +$3.33K +13 +0.7%
PCA
1612
Pallas Capital Advisors
Massachusetts
$508K +$504K +1,969 New
HWA
1613
HHM Wealth Advisors
Tennessee
$507K -$200K -780 -28%
KFI
1614
Key Financial Inc
Pennsylvania
$507K +$118K +460 +31%
TWM
1615
Tumwater Wealth Management
Idaho
$506K +$8.71K +34 +2%
HIM
1616
Harbour Investment Management
Washington
$504K
EARNEST Partners
1617
EARNEST Partners
Georgia
$503K +$500K +1,951 New
EFA
1618
Edge Financial Advisors
Illinois
$502K +$3.33K +13 +0.7%
UWPG
1619
Ullmann Wealth Partners Group
Florida
$502K +$256 +1 +0.1%
LWM
1620
Lodestone Wealth Management
Washington
$501K +$769 +3 +0.2%
Luther King Capital Management (LKCM)
1621
Luther King Capital Management (LKCM)
Texas
$500K
UIM
1622
Unified Investment Management
Georgia
$499K -$10.2K -40 -2%
CAM
1623
Covenant Asset Management
New Jersey
$497K +$39.7K +155 +9%
BB
1624
Bell Bank
North Dakota
$496K -$20.2K -79 -4%
WAG
1625
Windsor Advisory Group
Ohio
$496K +$493K +1,924 New