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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1901
Walleye Partners
Wisconsin
$320K
WFG
1902
Wills Financial Group
Virginia
$319K +$19.5K +72 +7%
GC
1903
Gilbert & Cook
Iowa
$319K
PK
1904
Pflug Koory
Nebraska
$318K +$123K +454 +60%
SCI
1905
Silver Coast Investments
United States
$316K +$24.4K +90 +8%
MA
1906
MBA Advisors
Pennsylvania
$316K
OHIS
1907
Oak Harvest Investment Services
Texas
$316K -$9.2K -34 -3%
IPW
1908
Impact Partnership Wealth
Georgia
$316K +$59.3K +219 +22%
OPCM
1909
Osborne Partners Capital Management
California
$315K
WMA
1910
William Mack & Associates
Michigan
$314K -$65.2K -241 -17%
PFA
1911
Portland Financial Advisors
New York
$313K
AT
1912
Arlington Trust
Alabama
$312K +$298K +1,103 +1,226%
WAM
1913
WNY Asset Management
New York
$311K +$321K +1,188 New
CHAM
1914
Clear Harbor Asset Management
Connecticut
$310K
IAS
1915
IMA Advisory Services
Colorado
$310K +$10K +37 +3%
IAS
1916
Insigneo Advisory Services
Florida
$310K
HFS
1917
Hantz Financial Services
Michigan
$309K +$103K +379 +47%
CWMK
1918
Caliber Wealth Management (Kansas)
Kansas
$307K -$178K -656 -36%
SWM
1919
Shakespeare Wealth Management
Wisconsin
$306K
AFA
1920
Alpha Financial Advisors
North Carolina
$306K
TFP
1921
Traction Financial Partners
Wyoming
$306K -$29.2K -108 -8%
EFP
1922
EnRich Financial Partners
Wisconsin
$305K +$812 +3 +0.3%
SM
1923
Sensible Money
Arizona
$304K -$189K -700 -38%
CFG
1924
Carter Financial Group
Illinois
$303K +$1.35K +5 +0.4%
BCG
1925
Breakwater Capital Group
New Jersey
$303K +$88.2K +326 +39%