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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1901
Triad Wealth Partners
Kansas
$215K +$202K +907 New
TI
1902
Trexquant Investment
Connecticut
$215K -$101K -453 -33%
RCS
1903
Retirement Capital Strategies
California
$215K
BWL
1904
Beacon Wealthcare LLC
North Carolina
$213K +$201K +900 New
PCM
1905
Park Capital Management
Wisconsin
$213K -$117K -524 -37%
CC
1906
Commons Capital
Massachusetts
$213K -$11.4K -51 -5%
SDH
1907
Sloy Dahl & Holst
Washington
$212K +$199K +894 New
FG
1908
Foster Group
Iowa
$212K +$199K +893 New
LWA
1909
LifeGoal Wealth Advisors
New York
$212K -$266K -1,193 -57%
NCM
1910
Northwest Capital Management
Oregon
$211K -$52.2K -234 -21%
AAM
1911
Aureus Asset Management
Massachusetts
$211K -$46.8K -210 -19%
BSTWA
1912
Blake Schutter Theil Wealth Advisors
Ohio
$211K +$199K +890 New
MFA
1913
Morling Financial Advisors
California
$211K -$59.3K -266 -23%
PHS
1914
Pekin Hardy Strauss
Illinois
$210K +$198K +887 New
EA
1915
Evergreen Advisors
Tennessee
$210K +$198K +886 New
CSA
1916
Cottage Street Advisors
Massachusetts
$210K +$197K +884 New
NA
1917
Nottingham Advisors
New York
$207K -$87.2K -391 -31%
TPW
1918
Tiller Private Wealth
Pennsylvania
$206K +$193K +867 New
CTA
1919
Camelot Technology Advisors
California
$206K +$194K +869 New
SFC
1920
SYM Financial Corp
Indiana
$206K -$17.6K -79 -8%
RWM
1921
RMG Wealth Management
Wisconsin
$205K +$188K +843 New
PIA
1922
Pinion Investment Advisors
Kansas
$205K -$7.88M -35,310 -98%
YWM
1923
Yukon Wealth Management
Kansas
$204K +$192K +862 New
SC
1924
Stephenson & Company
California
$204K +$192K +859 New
CFS
1925
CGC Financial Services
Oregon
$203K