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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIM
1626
Unified Investment Management
Georgia
$499K -$10.2K -40 -2%
CAM
1627
Covenant Asset Management
New Jersey
$497K +$39.7K +155 +9%
BB
1628
Bell Bank
North Dakota
$496K -$20.2K -79 -4%
WAG
1629
Windsor Advisory Group
Ohio
$496K +$493K +1,924 New
RYIA
1630
Roehl & Yi Investment Advisors
Oregon
$496K +$191K +744 +22%
RFP
1631
RCS Financial Planning
Maryland
$496K +$46.4K +181 +10%
VWM
1632
Venturi Wealth Management
Texas
$491K -$26.4K -103 -5%
AG
1633
AmeriFlex Group
Nevada
$491K -$483K -1,887 -50%
AWC
1634
Adamsbrown Wealth Consultants
Kansas
$491K -$7.94K -31 -2%
VA
1635
Vident Advisory
Georgia
$491K -$15.4K -60 -3%
AWA
1636
Alta Wealth Advisors
Massachusetts
$488K +$11.5K +45 +2%
FPL
1637
Fortress Private Ledger
North Carolina
$486K +$20.2K +79 +4%
RW
1638
Rede Wealth
Virginia
$486K +$93K +363 +24%
LC
1639
LCNB Corp
Ohio
$484K – – –
NF
1640
Nikulski Financial
Iowa
$483K -$84.5K -330 -15%
PWA
1641
Physician Wealth Advisors
Utah
$482K -$54.8K -214 -10%
MO
1642
McMillan Office
Michigan
$481K +$478K +1,865 New
SCP
1643
Stevens Capital Partners
Nebraska
$481K +$4.61K +18 +1%
SM
1644
Sensible Money
Arizona
$480K +$179K +700 +60%
RW
1645
REDW Wealth
New Mexico
$479K -$59.7K -233 -11%
VCM
1646
Vision Capital Management
Oregon
$476K – – –
CFP
1647
Cypress Financial Planning
New Jersey
$476K +$80.4K +314 +21%
BHWM
1648
Bar Harbor Wealth Management
New Hampshire
$474K -$12K -47 -2%
CIM
1649
Cambria Investment Management
California
$474K +$221K +863 +89%
KA
1650
KLCM Advisors
Wisconsin
$474K +$470K +1,836 New