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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AB
1601
Atlas Brown
Kentucky
$539K +$245K +907 +79%
WA
1602
Waystone Advisors
Washington
$539K -$10.3K -38 -2%
FRA
1603
Front Row Advisors
California
$538K – – –
TFA
1604
Transamerica Financial Advisors
Florida
$538K +$219K +811 +65%
UB
1605
UMB Bank
Missouri
$536K -$76.9K -284 -12%
FFA
1606
Florida Financial Advisors
Florida
$536K +$74.7K +276 +16%
SJGA
1607
Stephen J. Garry & Associates
New York
$535K – – –
TCWM
1608
Total Clarity Wealth Management
Illinois
$534K -$1.08K -4 -0.2%
CMMS
1609
Comprehensive Money Management Services
Florida
$534K – – –
PCM
1610
Prospera Capital Management
Arizona
$534K – – –
PWAM
1611
Private Wealth Asset Management
Iowa
$534K -$54.1K -200 -9%
SLG
1612
Stanley-Laman Group
Pennsylvania
$533K +$551K +2,036 New
FAG
1613
Fortitude Advisory Group
Washington
$533K +$131K +483 +31%
Vanguard Personalized Indexing Management
1614
Vanguard Personalized Indexing Management
California
$533K -$16K -59 -3%
NCG
1615
Newport Capital Group
New Jersey
$532K -$5.68K -21 -1%
SGFG
1616
Silver Grove Financial Group
New York
$532K +$549K +2,030 New
LIA
1617
Lynx Investment Advisory
District of Columbia
$530K +$548K +2,024 New
IA
1618
IFC Advisors
California
$530K -$12.8M -47,261 -96%
WIM
1619
Wiregrass Investment Management
Georgia
$529K – – –
CT
1620
Clearstead Trust
Maine
$528K -$8.66K -32 -2%
CFAM
1621
Center For Asset Management
Florida
$527K -$147K -542 -21%
GHA
1622
Granite Harbor Advisors
Texas
$526K – – –
WMN
1623
Wealth Management Nebraska
Nebraska
$526K – – –
TH
1624
Team Hewins
California
$526K -$541 -2 -0.1%
CAM
1625
Covenant Asset Management
New Jersey
$525K +$20.6K +76 +4%