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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1801
Coston McIsaac & Partners
Maine
$140K – – –
BFS
1802
Burkett Financial Services
South Carolina
$139K +$1.36K +6 +1%
ATC
1803
Adirondack Trust Company
New York
$139K +$121K +533 +1,045%
RLIM
1804
Red Lighthouse Investment Management
New York
$135K – – –
SIS
1805
Sound Income Strategies
Florida
$134K +$104K +458 +428%
PCFFS
1806
Pacific Center for Financial Services
California
$132K – – –
JFGIW
1807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K -$18.2K -80 -13%
W
1808
WealthCollab
Washington
$130K – – –
EW
1809
Element Wealth
Mississippi
$128K – – –
HGA
1810
Hobbs Group Advisors
South Carolina
$124K -$4.09K -18 -3%
WCAMG
1811
Woodard & Company Asset Management Group
North Carolina
$119K – – –
VCM
1812
Versant Capital Management
Arizona
$118K – – –
FAM
1813
Family Asset Management
South Carolina
$117K – – –
PWMG
1814
Private Wealth Management Group
New Jersey
$114K – – –
PS
1815
Planned Solutions
California
$113K +$109K +478 New
TAM
1816
Townsend Asset Management
North Carolina
$111K – – –
AIA
1817
Armor Investment Advisors
North Carolina
$108K – – –
FCMT
1818
Founders Capital Management (Texas)
Texas
$106K – – –
Kayne Anderson Rudnick Investment Management
1819
Kayne Anderson Rudnick Investment Management
California
$106K – – –
BC
1820
Broadwater Capital
Massachusetts
$106K – – –
VWWMG
1821
Vermillion & White Wealth Management Group
Pennsylvania
$105K -$1.36K -6 -1%
SS
1822
Sunbelt Securities
Texas
$105K +$227 +1 +0.2%
GTAM
1823
Global Trust Asset Management
Florida
$104K -$2.73K -12 -3%
UIA
1824
Ulland Investment Advisors
Minnesota
$103K +$2.27K +10 +2%
SWP
1825
SIMA Wealth Partners
Virginia
$101K -$682 -3 -0.7%