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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1901
Intelligence Driven Advisers
California
$213K -$12.4K -52 -5%
GC
1902
GFG Capital
Florida
$212K – – –
HHGA
1903
Halbert Hargrove Global Advisors
California
$211K – – –
BIM
1904
Breakwater Investment Management
Washington
$211K – – –
CC
1905
Commons Capital
Massachusetts
$210K +$226K +948 New
SFC
1906
SYM Financial Corp
Indiana
$210K +$181K +758 +399%
CPP
1907
Capasso Planning Partners
South Carolina
$210K – – –
WDL
1908
Well Done LLC
Michigan
$210K +$208K +873 New
MCM
1909
M1 Capital Management
Michigan
$209K – – –
SNBOSCI
1910
Security National Bank of Sioux City Iowa
Iowa
$208K -$11.7K -49 -5%
SFO
1911
Stokes Family Office
Louisiana
$208K – – –
AA
1912
AF Advisors
California
$208K – – –
BMO
1913
Beck Mack & Oliver
New York
$206K – – –
MA
1914
MCF Advisors
Kentucky
$206K -$478 -2 -0.2%
PFG
1915
Prospect Financial Group
Virginia
$206K – – –
SP
1916
Stonebrook Private
Michigan
$205K +$478 +2 +0.2%
JEST
1917
JTC Employer Solutions Trustee
Jersey
$205K – – –
AC
1918
Anson Capital
Georgia
$205K – – –
PHWM
1919
Pine Harbor Wealth Management
Maryland
$205K +$4.06K +17 +2%
CSC
1920
Caldwell Sutter Capital
California
$203K +$239 +1 +0.1%
HBW
1921
Hazlett, Burt & Watson
West Virginia
$203K -$49.7K -208 -19%
NRWA
1922
North Ridge Wealth Advisors
Oregon
$203K – – –
CCWM
1923
Correct Capital Wealth Management
Missouri
$202K – – –
RW
1924
Regimen Wealth
Georgia
$202K +$716 +3 +0.3%
S
1925
Sunpointe
Missouri
$201K -$10.5K -44 -5%