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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1726
Chemistry Wealth Management
New York
$532K +$53.3K +186 +12%
TWM
1727
Tumwater Wealth Management
Idaho
$530K +$12.9K +45 +3%
HGWM
1728
Horst & Graben Wealth Management
Oregon
$529K +$287 +1 +0.1%
HHAA
1729
Henry H. Armstrong Associates
Pennsylvania
$529K – – –
MC
1730
Matters Capital
Florida
$527K +$48.7K +170 +11%
FFS
1731
Founders Financial Securities
Maryland
$527K -$5.73K -20 -1%
BIAS
1732
Beacon Investment Advisory Services
New Jersey
$525K – – –
UF
1733
Univest Financial
Pennsylvania
$525K +$3.44K +12 +0.7%
MC
1734
Middleton & Co
Massachusetts
$524K – – –
GC
1735
GatePass Capital
Ohio
$524K +$115K +400 +30%
PAS
1736
Parsonex Advisory Services
Colorado
$524K -$18.1K -63 -4%
RWS
1737
Resolute Wealth Strategies
Mississippi
$522K – – –
ICP
1738
Interchange Capital Partners
Pennsylvania
$521K -$16.9K -59 -3%
PA
1739
PFW Advisors
Georgia
$520K – – –
SFG
1740
Synergy Financial Group
California
$518K +$4.01K +14 +0.8%
LWP
1741
LMG Wealth Partners
Louisiana
$515K – – –
HPC
1742
HM Payson & Co
Maine
$514K – – –
PSP
1743
Pacific Sage Partners
Washington
$513K +$41.8K +146 +9%
SNBOSCI
1744
Security National Bank of Sioux City Iowa
Iowa
$511K +$165K +577 +52%
XPN
1745
XY Planning Network
Montana
$511K +$101K +351 +26%
TTIC
1746
Tower Trust & Investment Company
Iowa
$509K -$9.17K -32 -2%
CA
1747
Calton & Associates
Florida
$505K -$53K -185 -10%
NIWA
1748
New Insight Wealth Advisors
California
$504K +$23.8K +83 +5%
SWA
1749
Stratos Wealth Advisors
Ohio
$503K -$3.15K -11 -0.7%
WI
1750
Westbourne Investments
Virginia
$502K -$10K -35 -2%