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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
2026
Kayne Anderson Rudnick Investment Management
California
$107K
BC
2027
Broadwater Capital
Massachusetts
$107K
GCM
2028
Gables Capital Management
Florida
$102K
SWP
2029
SIMA Wealth Partners
Virginia
$102K -$738 -3 -0.7%
MSFP
2030
Mark Sheptoff Financial Planning
Connecticut
$101K
WOC
2031
West Oak Capital
California
$100K
RF
2032
Robinswood Financial
Washington
$99.8K -$1.72K -7 -2%
GI
2033
GAMMA Investing
California
$98.8K
PK
2034
Pflug Koory
Nebraska
$96.1K +$34.4K +140 +54%
SC
2035
Swan Capital
Florida
$94.7K
GWSG
2036
GPS Wealth Strategies Group
Colorado
$94.2K -$8.12K -33 -8%
MLA
2037
MB, Levis & Associates
Pennsylvania
$91.8K +$492 +2 +0.5%
AWM
2038
Atticus Wealth Management
Florida
$88.8K +$492 +2 +0.5%
AFG
2039
Albion Financial Group
Utah
$86.5K
GI
2040
GS Investments
Minnesota
$85.8K
CB
2041
Centennial Bank
Arkansas
$85.3K -$12.3K -50 -12%
PAG
2042
Paladin Advisory Group
Iowa
$85.3K
AEPWM
2043
Atlantic Edge Private Wealth Management
Florida
$83.3K +$42.1K +171 +97%
GFL
2044
Granite FO LLC
New Hampshire
$78.8K
KFGG
2045
Keystone Financial Group (Georgia)
Georgia
$77.9K +$79.7K +324 New
KPP
2046
Kings Path Partners
Texas
$77.6K
TPW
2047
Talon Private Wealth
Florida
$77.1K -$728K -2,957 -90%
BL
2048
BFSG LLC
California
$77.1K -$2.21K -9 -3%
RWS
2049
Retirement Wealth Solutions
Wisconsin
$76.5K +$79K +321 New
ACA
2050
American Capital Advisory
Idaho
$73.8K -$1.48K -6 -2%