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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1901
Channel Wealth
California
$216K +$1.11K +5 +0.6%
TWP
1902
Triad Wealth Partners
Kansas
$215K +$202K +907 New
TI
1903
Trexquant Investment
Connecticut
$215K -$101K -453 -33%
RCS
1904
Retirement Capital Strategies
California
$215K – – –
BWL
1905
Beacon Wealthcare LLC
North Carolina
$213K +$201K +900 New
PCM
1906
Park Capital Management
Wisconsin
$213K -$117K -524 -37%
CC
1907
Commons Capital
Massachusetts
$213K -$11.4K -51 -5%
SDH
1908
Sloy Dahl & Holst
Washington
$212K +$199K +894 New
FG
1909
Foster Group
Iowa
$212K +$199K +893 New
LWA
1910
LifeGoal Wealth Advisors
New York
$212K -$266K -1,193 -57%
NCM
1911
Northwest Capital Management
Oregon
$211K -$52.2K -234 -21%
AAM
1912
Aureus Asset Management
Massachusetts
$211K -$46.8K -210 -19%
BSTWA
1913
Blake Schutter Theil Wealth Advisors
Ohio
$211K +$199K +890 New
MFA
1914
Morling Financial Advisors
California
$211K -$59.3K -266 -23%
PHS
1915
Pekin Hardy Strauss
Illinois
$210K +$198K +887 New
EA
1916
Evergreen Advisors
Tennessee
$210K +$198K +886 New
CSA
1917
Cottage Street Advisors
Massachusetts
$210K +$197K +884 New
NA
1918
Nottingham Advisors
New York
$207K -$87.2K -391 -31%
TPW
1919
Tiller Private Wealth
Pennsylvania
$206K +$193K +867 New
CTA
1920
Camelot Technology Advisors
California
$206K +$194K +869 New
SFC
1921
SYM Financial Corp
Indiana
$206K -$17.6K -79 -8%
RWM
1922
RMG Wealth Management
Wisconsin
$205K +$188K +843 New
PIA
1923
Pinion Investment Advisors
Kansas
$205K -$7.88M -35,310 -98%
YWM
1924
Yukon Wealth Management
Kansas
$204K +$192K +862 New
SC
1925
Stephenson & Company
California
$204K +$192K +859 New