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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1801
Tobias Financial Advisors
Florida
$271K +$23K +103 +10%
UB
1802
UMB Bank
Missouri
$270K -$20.5K -92 -7%
BOSSRA
1803
B.O.S.S. Retirement Advisors
Utah
$269K +$36.4K +163 +17%
EWA
1804
Elevate Wealth Advisory
Georgia
$269K +$14.3K +64 +6%
NWMG
1805
National Wealth Management Group
Ohio
$268K +$14.7K +66 +6%
SCI
1806
Silver Coast Investments
United States
$267K -$10.4M -46,701 -98%
FTA
1807
Financial & Tax Architects
Missouri
$267K -$193K -866 -43%
VPF
1808
Vantage Point Financial
Illinois
$266K – – –
AI
1809
Axos Invest
Nevada
$264K -$14.1K -63 -5%
STA
1810
Shade Tree Advisors
New York
$264K – – –
SMWM
1811
Silvia McColl Wealth Management
California
$263K – – –
NWM
1812
Northcape Wealth Management
New York
$263K +$5.8K +26 +2%
PFS
1813
Prospect Financial Services
New York
$262K +$27.9K +125 +13%
SWA
1814
Serenus Wealth Advisors
California
$261K – – –
BFO
1815
Boston Family Office
Massachusetts
$260K +$42.8K +192 +21%
LMKC
1816
L.M. Kohn & Company
Ohio
$259K -$55.8K -250 -19%
FPF
1817
First Pacific Financial
Washington
$259K +$86.1K +386 +55%
NFP
1818
NorthLanding Financial Partners
New York
$259K -$749K -3,358 -75%
FTC
1819
Farmers Trust Company
Ohio
$259K -$42.8K -192 -15%
HA
1820
Helium Advisors
Washington
$258K +$243K +1,091 New
AL
1821
ADE LLC
Maryland
$258K +$243K +1,090 New
WSWA
1822
Warren Street Wealth Advisors
California
$258K -$9.59K -43 -4%
CCP
1823
Carmel Capital Partners
California
$258K +$243K +1,089 New
MCCP
1824
Mission Creek Capital Partners
California
$257K -$142K -638 -37%
CA
1825
Cornerstone Advisory
Maryland
$257K +$14.3K +64 +6%