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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1926
CGC Financial Services
Oregon
$203K – – –
RIS
1927
Retirement Income Solutions
Michigan
$203K -$23.6K -106 -11%
RW
1928
Regimen Wealth
Georgia
$202K -$12.9K -58 -6%
TWP
1929
Tyche Wealth Partners
Texas
$202K +$190K +851 New
BAM
1930
Broyhill Asset Management
North Carolina
$201K +$190K +850 New
MWM
1931
Melfa Wealth Management
Massachusetts
$201K +$190K +850 New
SPC
1932
Spirepoint Private Client
Florida
$201K +$190K +850 New
BCA
1933
Bay Capital Advisors
Virginia
$201K +$189K +849 New
RWPA
1934
Richard W. Paul & Associates
Michigan
$201K -$1.34K -6 -0.7%
BEC
1935
Blue Edge Capital
Virginia
$201K +$189K +848 New
SRWM
1936
Shira Ridge Wealth Management
California
$201K +$189K +847 New
PFG
1937
Pacific Financial Group
Washington
$201K +$189K +847 New
MA
1938
MCF Advisors
Kentucky
$200K -$19.2K -86 -9%
RFA
1939
Reyes Financial Architecture
California
$199K -$56K -251 -23%
DFA
1940
DHJJ Financial Advisors
Illinois
$193K -$46.8K -210 -21%
CB
1941
Community Bank
New York
$193K -$39K -175 -18%
TIAAOA
1942
Teachers Insurance & Annuity Association of America
New York
$192K – – –
RCM
1943
Raleigh Capital Management
North Carolina
$191K -$6.47K -29 -3%
EPIME
1944
Evelyn Partners Investment Management (Europe)
$190K – – –
TCPW
1945
Twin City Private Wealth
North Carolina
$184K -$13.6K -61 -7%
TFGT
1946
TS Financial Group (TSFG)
Illinois
$184K -$54.9K -246 -24%
BMM
1947
Berkshire Money Management
Massachusetts
$181K -$62.9K -282 -27%
Qube Research & Technologies (QRT)
1948
Qube Research & Technologies (QRT)
United Kingdom
$180K -$389K -1,743 -70%
HFS
1949
Hantz Financial Services
Michigan
$176K +$23.4K +105 +16%
SVCP
1950
Silicon Valley Capital Partners
California
$175K +$669 +3 +0.4%