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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1901
Caldwell Sutter Capital
California
$229K -$5.46K -22 -2%
BWL
1902
Beacon Wealthcare LLC
North Carolina
$229K
GA
1903
Greenspring Advisors
Maryland
$228K +$222K +895 New
PGAM
1904
Princeton Global Asset Management
New Jersey
$227K +$51.6K +208 +30%
LWA
1905
LifeGoal Wealth Advisors
New York
$227K
NCM
1906
Northwest Capital Management
Oregon
$227K
AAM
1907
Aureus Asset Management
Massachusetts
$226K
MA
1908
MCF Advisors
Kentucky
$226K +$11.4K +46 +5%
CSA
1909
Cottage Street Advisors
Massachusetts
$226K +$744 +3 +0.3%
FCA
1910
FLC Capital Advisors
California
$225K +$219K +885 New
RIS
1911
Retirement Income Solutions
Michigan
$224K +$6.2K +25 +3%
CPIA
1912
Cornell Pochily Investment Advisors
New York
$224K +$218K +880 New
TCPW
1913
Twin City Private Wealth
North Carolina
$223K +$24.1K +97 +13%
NA
1914
Nottingham Advisors
New York
$222K
CTA
1915
Camelot Technology Advisors
California
$221K
SFC
1916
SYM Financial Corp
Indiana
$221K
RF
1917
RHS Financial
California
$221K +$215K +868 New
TPW
1918
Tiller Private Wealth
Pennsylvania
$220K
YWM
1919
Yukon Wealth Management
Kansas
$219K
SC
1920
Stephenson & Company
California
$218K
WG
1921
Welch Group
Alabama
$218K -$28.5K -115 -12%
OPW
1922
Osprey Private Wealth
New York
$218K +$213K +858 New
CFS
1923
CGC Financial Services
Oregon
$218K
RW
1924
Regimen Wealth
Georgia
$218K +$744 +3 +0.4%
NCM
1925
Novare Capital Management
North Carolina
$218K +$212K +856 New