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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1826
IFC Advisors
California
$256K +$241K +1,082 New
SGI
1827
Summit Global Investments
Utah
$256K +$241K +1,080 New
BCMLT
1828
Beacon Capital Management LLC (Tennessee)
Tennessee
$256K -$54.4K -244 -18%
RW
1829
RVW Wealth
California
$255K -$64.9K -291 -21%
MIM
1830
Marco Investment Management
Georgia
$253K
QT
1831
Quantbot Technologies
New York
$252K +$237K +1,064 New
BWM
1832
BKM Wealth Management
Wisconsin
$252K
BFA
1833
Buttonwood Financial Advisors
Maryland
$251K
WF
1834
Womack Financial
Texas
$250K -$2.23K -10 -0.9%
SFO
1835
Stokes Family Office
Louisiana
$250K +$26.8K +120 +13%
SWM
1836
Selective Wealth Management
Virginia
$249K -$32.3K -145 -12%
FVWA
1837
Foster Victor Wealth Advisors
South Carolina
$249K +$228K +1,024 New
WFS
1838
Walker Financial Services
Kentucky
$249K
EWM
1839
Elmwood Wealth Management
California
$249K -$116K -521 -33%
SFS
1840
Sharp Financial Services
Pennsylvania
$249K -$151K -675 -39%
SL
1841
Sentry LLC
Tennessee
$248K -$7.14K -32 -3%
WFG
1842
Wills Financial Group
Virginia
$248K
BWM
1843
Base Wealth Management
Florida
$248K -$70.7K -317 -23%
IAS
1844
IMA Advisory Services
Colorado
$246K +$17.4K +78 +8%
MNBTD
1845
Moody National Bank Trust Division
Texas
$246K -$33.5K -150 -13%
AG
1846
AmeriFlex Group
Nevada
$245K -$91.2K -409 -28%
LSA
1847
Lion Street Advisors
Texas
$245K +$8.7K +39 +4%
IDA
1848
Intelligence Driven Advisers
California
$244K +$15.8K +71 +7%
HWA
1849
HCR Wealth Advisors
California
$244K +$229K +1,027 New
VWA
1850
VERITY Wealth Advisors
United States
$241K