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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1851
Clifford Group
Massachusetts
$416K
VAF
1852
Values Added Financial
District of Columbia
$415K
TA
1853
TrueWealth Advisors
Alabama
$414K -$860 -3 -0.2%
ACP
1854
Aviance Capital Partners
Florida
$414K
CAG
1855
Csenge Advisory Group
Florida
$413K +$120K +419 +44%
BP
1856
BBR Partners
New York
$413K -$2.29K -8 -0.6%
EWM
1857
Elevation Wealth Management
Minnesota
$411K -$14.3K -50 -4%
BF
1858
Benchmark Financial
Delaware
$411K +$78.8K +275 +25%
HIGP
1859
Hill Investment Group Partners
Missouri
$411K +$388K +1,355 New
ZRP
1860
Zynergy Retirement Planning
New Jersey
$410K
CEI
1861
Clark Estates Inc
New York
$409K
ECM
1862
EagleClaw Capital Management
Massachusetts
$409K
EP
1863
Essential Planning
New Hampshire
$409K
TBFA
1864
Three Bearings Fiduciary Advisors
New Hampshire
$409K -$36.1K -126 -9%
BCM
1865
Basso Capital Management
Connecticut
$408K +$386K +1,348 New
ANBT
1866
American National Bank & Trust
Texas
$408K +$342K +1,193 +775%
HAP
1867
Harbor Asset Planning
Massachusetts
$408K +$1.15K +4 +0.3%
SPA
1868
Sentinel Pension Advisors
Massachusetts
$405K -$860 -3 -0.2%
SSWM
1869
Sheets Smith Wealth Management
North Carolina
$405K -$6.88K -24 -2%
DWM
1870
DecisionMap Wealth Management
Virginia
$401K +$2.58K +9 +0.7%
SWM
1871
SilverOak Wealth Management
Minnesota
$401K
AWA
1872
Adapt Wealth Advisors
Georgia
$401K -$26.1K -91 -6%
WHC
1873
Wulff, Hansen & Co
California
$400K +$27.2K +95 +8%
IAS
1874
Insigneo Advisory Services
Florida
$400K +$39.3K +137 +12%
CCM
1875
Cloud Capital Management
Washington
$399K