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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
1751
Nomura Asset Management
Japan
$419K +$162K +600 +60%
FSA
1752
Fort Sheridan Advisors
Illinois
$418K +$431K +1,594 New
RW
1753
REDW Wealth
New Mexico
$414K -$74.7K -276 -15%
RSA
1754
River Street Advisors
Illinois
$414K – – –
NIWA
1755
New Insight Wealth Advisors
California
$414K -$17.6K -65 -4%
OWA
1756
Opal Wealth Advisors
New York
$413K +$84.4K +312 +25%
AWA
1757
Authentikos Wealth Advisory
California
$413K +$29.8K +110 +7%
JFG
1758
Jefferies Financial Group
New York
$413K +$426K +1,576 New
GB
1759
Goepper Burkhardt
South Carolina
$412K +$4.6K +17 +1%
DACG
1760
Donor Advised Charitable Giving
California
$411K – – –
MC
1761
Matters Capital
Florida
$411K +$425K +1,570 New
CWM
1762
Chemistry Wealth Management
New York
$411K -$67.1K -248 -14%
TCM
1763
TruNorth Capital Management
Michigan
$411K – – –
ACM
1764
Alpha Capital Management
Texas
$409K +$8.39K +31 +2%
DDC
1765
DF Dent & Co
Maryland
$409K +$14.1K +52 +3%
EWP
1766
Evergreen Wealth Partners
Montana
$408K +$1.35K +5 +0.3%
HCP
1767
Hardin Capital Partners
South Carolina
$406K +$5.68K +21 +1%
CFP
1768
Cypress Financial Planning
New Jersey
$405K -$76.9K -284 -16%
PSP
1769
Pacific Sage Partners
Washington
$405K -$21.9K -81 -5%
SFP
1770
Shepherd Financial Partners
Massachusetts
$405K – – –
SG
1771
Somerset Group
Minnesota
$404K – – –
EWA
1772
Etesian Wealth Advisors
Oregon
$404K -$25.7K -95 -6%
GDP
1773
Great Diamond Partners
Maine
$404K +$20.3K +75 +5%
IWA
1774
Independent Wealth Advisors
North Carolina
$404K -$15.2K -56 -4%
TCP
1775
TMB Capital Partners
Arkansas
$404K – – –