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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1876
Impact Capital Partners
Colorado
$320K -$2.56K -10 -0.8%
OHIS
1877
Oak Harvest Investment Services
Texas
$320K -$1.79K -7 -0.6%
RFA
1878
Register Financial Advisors
Georgia
$320K +$70.5K +275 +28%
DT
1879
DV Trading
Illinois
$320K +$318K +1,240 New
OW
1880
Olistico Wealth
Oklahoma
$320K -$24.1K -94 -7%
FPCG
1881
Forum Private Client Group
Indiana
$318K -$23.8K -93 -7%
PPA
1882
Painted Porch Advisors
California
$317K -$286K -1,116 -48%
WHC
1883
Wulff, Hansen & Co
California
$316K -$2.56K -10 -0.8%
STA
1884
Shade Tree Advisors
New York
$315K +$27.7K +108 +10%
RFN
1885
Redwood Financial Network
Ohio
$315K -$12.3K -48 -4%
GC
1886
GatePass Capital
Ohio
$315K +$9.73K +38 +3%
PCM
1887
Penn Capital Management
Pennsylvania
$315K +$313K +1,221 New
WP
1888
Walleye Partners
Wisconsin
$315K +$313K +1,220 New
GC
1889
Gilbert & Cook
Iowa
$314K -$1.79K -7 -0.6%
SGI
1890
Summit Global Investments
Utah
$313K -$3.07K -12 -1%
SVWG
1891
Shared Vision Wealth Group
United States
$313K
CHJWM
1892
Carlton Hofferkamp & Jenks Wealth Management
Texas
$313K
MA
1893
MBA Advisors
Pennsylvania
$311K +$769 +3 +0.2%
OPCM
1894
Osborne Partners Capital Management
California
$310K
EWM
1895
Elevation Wealth Management
Minnesota
$310K +$308K +1,202 New
IWM
1896
Integris Wealth Management
California
$309K +$307K +1,198 New
PFA
1897
Portland Financial Advisors
New York
$308K -$6.15K -24 -2%
DWM
1898
Destination Wealth Management
California
$308K -$137K -536 -31%
CCG
1899
Cypress Capital Group
Florida
$308K +$306K +1,193 New
RAM
1900
Reflection Asset Management
South Carolina
$307K +$298K +1,163 New