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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1651
WNY Asset Management
New York
$231K -$81.3K -378 -27%
TWP
1652
Tempus Wealth Planning
California
$229K – – –
EFP
1653
EnRich Financial Partners
Wisconsin
$229K +$430 +2 +0.2%
SDAM
1654
Shulman DeMeo Asset Management
New York
$229K – – –
SNBOSCI
1655
Security National Bank of Sioux City Iowa
Iowa
$227K -$1.26M -5,840 -85%
TFGT
1656
TS Financial Group (TSFG)
Illinois
$226K +$37K +172 +21%
FTIS
1657
First Trust Investment Solutions
Florida
$226K – – –
Barclays
1658
Barclays
United Kingdom
$226K – – –
BCA
1659
Ballentine Capital Advisors
South Carolina
$225K – – –
AWA
1660
Amplius Wealth Advisors
Pennsylvania
$223K -$13.6K -63 -6%
BWA
1661
Burt Wealth Advisors
Maryland
$222K +$209K +972 New
FWTB
1662
First Western Trust Bank
Colorado
$222K – – –
BA
1663
Bluesphere Advisors
Pennsylvania
$221K +$645 +3 +0.3%
SFG
1664
SNS Financial Group
Minnesota
$220K -$31K -144 -13%
RIS
1665
Retirement Income Solutions
Michigan
$220K – – –
GWA
1666
GGM Wealth Advisors
Maryland
$219K +$210K +974 New
ICP
1667
Interchange Capital Partners
Pennsylvania
$217K +$192K +893 New
BBI
1668
Baxter Bros Inc
Connecticut
$216K -$4.95K -23 -2%
AA
1669
AF Advisors
California
$214K +$201K +935 New
GC
1670
GFG Capital
Florida
$214K +$201K +935 New
MIAS
1671
Mason Investment Advisory Services
Virginia
$214K +$201K +935 New
FFA
1672
Fragasso Financial Advisors
Pennsylvania
$214K -$16.3K -76 -8%
OC
1673
Oarsman Capital
Wisconsin
$213K -$54.2K -252 -21%
JCM
1674
Jacobi Capital Management
Pennsylvania
$213K -$5.38K -25 -3%
HIC
1675
Holderness Investments Company
North Carolina
$213K +$200K +931 New