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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1851
Essential Planning
New Hampshire
$353K -$1.89K -7 -0.5%
HBW
1852
Hazlett, Burt & Watson
West Virginia
$352K +$12.7K +47 +4%
XPN
1853
XY Planning Network
Montana
$352K +$1.35K +5 +0.4%
HAP
1854
Harbor Asset Planning
Massachusetts
$351K +$1.08K +4 +0.3%
PFA
1855
Perryman Financial Advisory
Texas
$351K +$541 +2 +0.1%
VHAM
1856
Van Hulzen Asset Management
California
$351K -$16.8K -62 -4%
SFM
1857
Signet Financial Management
New Jersey
$350K -$1.08K -4 -0.3%
GC
1858
GatePass Capital
Ohio
$348K +$29.2K +108 +9%
LC
1859
Lawood & Co
Pennsylvania
$348K -$1.08K -4 -0.3%
SWM
1860
SilverOak Wealth Management
Minnesota
$347K – – –
KOC
1861
Koss-Olinger Consulting
Florida
$346K -$11.9K -44 -3%
TFM
1862
Trademark Financial Management
Minnesota
$346K -$11.1K -41 -3%
CCM
1863
Cloud Capital Management
Washington
$345K +$12.7K +47 +4%
DWM
1864
DecisionMap Wealth Management
Virginia
$344K +$18.9K +70 +6%
AIM
1865
Allen Investment Management
New York
$344K – – –
MTIC
1866
Missouri Trust & Investment Company
Missouri
$344K -$8.12K -30 -2%
CHJWM
1867
Carlton Hofferkamp & Jenks Wealth Management
Texas
$344K – – –
FDG
1868
Financial Discovery Group
Georgia
$344K +$355K +1,312 New
NPFS
1869
Novak & Powell Financial Services
Florida
$343K -$994K -3,674 -74%
FCC
1870
Flower City Capital
New York
$343K -$2.71K -10 -0.8%
TWP
1871
Tyche Wealth Partners
Texas
$342K -$2.71K -10 -0.8%
EPW
1872
Evolve Private Wealth
California
$342K -$227K -837 -39%
RCA
1873
Resonant Capital Advisors
Wisconsin
$341K – – –
DTC
1874
Davidson Trust Company
Washington
$341K – – –
GWM
1875
GSB Wealth Management
Connecticut
$340K +$1.35K +5 +0.4%