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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
2026
Conquis Financial
California
$107K +$110K +446 New
FCMT
2027
Founders Capital Management (Texas)
Texas
$107K – – –
Kayne Anderson Rudnick Investment Management
2028
Kayne Anderson Rudnick Investment Management
California
$107K – – –
BC
2029
Broadwater Capital
Massachusetts
$107K – – –
GCM
2030
Gables Capital Management
Florida
$102K – – –
SWP
2031
SIMA Wealth Partners
Virginia
$102K -$738 -3 -0.7%
MSFP
2032
Mark Sheptoff Financial Planning
Connecticut
$101K – – –
WOC
2033
West Oak Capital
California
$100K – – –
RF
2034
Robinswood Financial
Washington
$99.8K -$1.72K -7 -2%
GI
2035
GAMMA Investing
California
$98.8K – – –
PK
2036
Pflug Koory
Nebraska
$96.1K +$34.4K +140 +54%
SC
2037
Swan Capital
Florida
$94.7K – – –
GWSG
2038
GPS Wealth Strategies Group
Colorado
$94.2K -$8.12K -33 -8%
MLA
2039
MB, Levis & Associates
Pennsylvania
$91.8K +$492 +2 +0.5%
AWM
2040
Atticus Wealth Management
Florida
$88.8K +$492 +2 +0.5%
AFG
2041
Albion Financial Group
Utah
$86.5K – – –
GI
2042
GS Investments
Minnesota
$85.8K – – –
CB
2043
Centennial Bank
Arkansas
$85.3K -$12.3K -50 -12%
PAG
2044
Paladin Advisory Group
Iowa
$85.3K – – –
AEPWM
2045
Atlantic Edge Private Wealth Management
Florida
$83.3K +$42.1K +171 +97%
GFL
2046
Granite FO LLC
New Hampshire
$78.8K – – –
KFGG
2047
Keystone Financial Group (Georgia)
Georgia
$77.9K +$79.7K +324 New
KPP
2048
Kings Path Partners
Texas
$77.6K – – –
TPW
2049
Talon Private Wealth
Florida
$77.1K -$728K -2,957 -90%
BL
2050
BFSG LLC
California
$77.1K -$2.21K -9 -3%