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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1651
Tempus Wealth Planning
California
$229K
EFP
1652
EnRich Financial Partners
Wisconsin
$229K +$430 +2 +0.2%
SDAM
1653
Shulman DeMeo Asset Management
New York
$229K
SNBOSCI
1654
Security National Bank of Sioux City Iowa
Iowa
$227K -$1.26M -5,840 -85%
TFGT
1655
TS Financial Group (TSFG)
Illinois
$226K +$37K +172 +21%
FTIS
1656
First Trust Investment Solutions
Florida
$226K
Barclays
1657
Barclays
United Kingdom
$226K
BCA
1658
Ballentine Capital Advisors
South Carolina
$225K
AWA
1659
Amplius Wealth Advisors
Pennsylvania
$223K -$13.6K -63 -6%
BWA
1660
Burt Wealth Advisors
Maryland
$222K +$209K +972 New
FWTB
1661
First Western Trust Bank
Colorado
$222K
BA
1662
Bluesphere Advisors
Pennsylvania
$221K +$645 +3 +0.3%
SFG
1663
SNS Financial Group
Minnesota
$220K -$31K -144 -13%
RIS
1664
Retirement Income Solutions
Michigan
$220K
GWA
1665
GGM Wealth Advisors
Maryland
$219K +$210K +974 New
ICP
1666
Interchange Capital Partners
Pennsylvania
$217K +$192K +893 New
BBI
1667
Baxter Bros Inc
Connecticut
$216K -$4.95K -23 -2%
AA
1668
AF Advisors
California
$214K +$201K +935 New
GC
1669
GFG Capital
Florida
$214K +$201K +935 New
MIAS
1670
Mason Investment Advisory Services
Virginia
$214K +$201K +935 New
FFA
1671
Fragasso Financial Advisors
Pennsylvania
$214K -$16.3K -76 -8%
OC
1672
Oarsman Capital
Wisconsin
$213K -$54.2K -252 -21%
JCM
1673
Jacobi Capital Management
Pennsylvania
$213K -$5.38K -25 -3%
HIC
1674
Holderness Investments Company
North Carolina
$213K +$200K +931 New
HNWAG
1675
High Net Worth Advisory Group
Florida
$213K +$200K +929 New