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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1751
Resonant Capital Advisors
Wisconsin
$313K – – –
DB
1752
Dravo Bay
Delaware
$312K +$84.6K +344 +36%
AWM
1753
Angeles Wealth Management
California
$312K – – –
OFP
1754
OLIO Financial Planning
Virginia
$312K -$174K -707 -35%
WFG
1755
Wills Financial Group
Virginia
$311K – – –
TFP
1756
Traction Financial Partners
Wyoming
$311K +$34.4K +140 +12%
CA
1757
Cornerstone Advisory
Maryland
$311K +$738 +3 +0.2%
VPWA
1758
Vestia Personal Wealth Advisors
Indiana
$311K +$6.15K +25 +2%
RMC
1759
Resources Management Corp
Connecticut
$310K -$4.92K -20 -2%
TWP
1760
Tempus Wealth Planning
California
$310K -$7.38K -30 -2%
PWM
1761
Partners Wealth Management
California
$309K +$316K +1,285 New
CAM
1762
Covenant Asset Management
New Jersey
$309K -$5.91K -24 -2%
FTC
1763
Farmers Trust Company
Ohio
$309K – – –
MWA
1764
Monograph Wealth Advisors
California
$307K – – –
FWMP
1765
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$307K +$314K +1,277 New
STA
1766
Smith Thornton Advisors
Alabama
$307K – – –
VFG
1767
Valley Financial Group
Pennsylvania
$306K +$1.48K +6 +0.5%
SWM
1768
Selective Wealth Management
Virginia
$305K -$59.5K -242 -16%
HA
1769
Herold Advisors
New York
$305K – – –
OC
1770
Oakworth Capital
Alabama
$303K – – –
EL
1771
Essex LLC
Illinois
$303K -$166K -676 -35%
SBIA
1772
Sheaff Brock Investment Advisors
Indiana
$303K +$92.5K +376 +43%
P
1773
Pitcairn
Pennsylvania
$302K – – –
T
1774
Transce3nd
Texas
$302K +$309K +1,256 New
KW
1775
KWB Wealth
California
$301K – – –