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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1701
Mendota Financial Group
Wisconsin
$117K +$106K +549 New
CIA
1702
Cape Investment Advisory
Georgia
$117K -$50.7K -263 -32%
ATC
1703
Advantage Trust Company
Kansas
$116K +$105K +546 New
W
1704
WealthCollab
Washington
$116K +$105K +546 New
CAS
1705
Coppell Advisory Solutions
Texas
$115K -$468K -2,427 -82%
EW
1706
Element Wealth
Mississippi
$115K – – –
JWA
1707
JFS Wealth Advisors
Pennsylvania
$114K -$49.7K -258 -33%
NRG
1708
Nemes Rush Group
Michigan
$114K -$13.3K -69 -11%
TAM
1709
Townsend Asset Management
North Carolina
$112K +$193 +1 +0.2%
BL
1710
Balentine LLC
Georgia
$109K – – –
GTAM
1711
Global Trust Asset Management
Florida
$108K – – –
AC
1712
AlphaCore Capital
California
$108K – – –
WCAMG
1713
Woodard & Company Asset Management Group
North Carolina
$107K – – –
TFA
1714
Toth Financial Advisory
Virginia
$106K +$59.7K +310 +165%
CB
1715
Centennial Bank
Arkansas
$105K – – –
HGA
1716
Hobbs Group Advisors
South Carolina
$104K +$94K +488 New
Qube Research & Technologies (QRT)
1717
Qube Research & Technologies (QRT)
United Kingdom
$104K +$94K +488 New
PWMG
1718
Private Wealth Management Group
New Jersey
$102K +$92.5K +480 New
AWM
1719
Atticus Wealth Management
Florida
$102K -$5.01K -26 -5%
GWSA
1720
Global Wealth Strategies & Associates
Colorado
$100K – – –
FCG
1721
Financial Connections Group
California
$100K +$90.9K +472 New
NFA
1722
Northwest Financial Advisors
Virginia
$98.1K +$88.6K +460 New
CPG
1723
Custom Portfolio Group
Colorado
$97.7K +$88.2K +458 New
AIA
1724
Armor Investment Advisors
North Carolina
$97.3K – – –
VCM
1725
Versant Capital Management
Arizona
$96.6K – – –