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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1801
Keener Financial Planning
Texas
$463K +$4.3K +15 +1%
EBA
1802
Eagle Bay Advisors
New York
$461K – – –
BTWM
1803
Baker Tilly Wealth Management
Wisconsin
$460K -$114K -397 -21%
CIC
1804
Cutler Investment Counsel
Oregon
$460K +$15.2K +53 +4%
FCM
1805
Firestone Capital Management
Florida
$459K +$40.7K +142 +10%
JHC
1806
J. Hagan Capital
Kentucky
$459K +$4.3K +15 +1%
CCA
1807
Cora Capital Advisors
New Jersey
$457K -$7.17K -25 -2%
OWA
1808
Opal Wealth Advisors
New York
$457K -$20.1K -70 -4%
NRW
1809
Nova R Wealth
Kansas
$457K -$132K -460 -23%
SDH
1810
Sloy Dahl & Holst
Washington
$457K -$287 -1 -0.1%
EI
1811
EFG International
$456K -$297K -1,036 -41%
AGC
1812
August Group Capital
$456K +$1.15K +4 +0.3%
PCMK
1813
Paragon Capital Management (Kansas)
Kansas
$456K +$573 +2 +0.1%
DB
1814
Dravo Bay
Delaware
$453K – – –
LSIA
1815
LaSalle St. Investment Advisors
Illinois
$453K +$59K +206 +16%
MF
1816
Montis Financial
Massachusetts
$452K – – –
CPWL
1817
Coquina Private Wealth LLC
Florida
$451K -$12.3K -43 -3%
SFS
1818
Sharp Financial Services
Pennsylvania
$450K -$32.2M -112,478 -99%
KAS
1819
KPP Advisory Services
Kentucky
$448K -$57.6K -201 -12%
IWP
1820
IAG Wealth Partners
Wisconsin
$448K – – –
VPF
1821
Vantage Point Financial
Illinois
$447K +$30.4K +106 +8%
WA
1822
WealthTrust Axiom
Pennsylvania
$447K – – –
VIP
1823
Value Investment Professionals
New York
$446K +$422K +1,473 New
SWM
1824
Selective Wealth Management
Virginia
$444K -$8.6K -30 -2%
EWA
1825
Etesian Wealth Advisors
Oregon
$443K -$22.6K -79 -5%