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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
2026
SRH Advisors
Kansas
$53.2K – – –
HDIM
2027
Hanson & Doremus Investment Management
Vermont
$53K – – –
CW
2028
Curio Wealth
Maryland
$51.7K -$50.6K -212 -99%
ETS
2029
ESL Trust Services
New York
$51.2K – – –
MM
2030
Main Management
California
$51K – – –
MSWA
2031
Marshall & Sterling Wealth Advisors
New York
$48.1K +$51.8K +217 New
APW
2032
Acima Private Wealth
Virginia
$48.1K – – –
RF
2033
Rossby Financial
Florida
$47.3K +$52.5K +220 New
JGIA
2034
Jackson Grant Investment Advisers
Connecticut
$47.1K +$239 +1 +0.5%
KWM
2035
Kiker Wealth Management
Georgia
$46.8K – – –
FP
2036
Financial Perspectives
Minnesota
$46.8K +$3.82K +16 +8%
RS
2037
Rakuten Securities
Japan
$45.5K -$135K -567 -73%
Loomis, Sayles & Company
2038
Loomis, Sayles & Company
Massachusetts
$45K +$48.7K +204 New
WW
2039
Winnow Wealth
Texas
$44.9K +$239 +1 +0.5%
AFS
2040
Anderson Financial Strategies
Ohio
$44.4K +$47.8K +200 New
WTFG
2041
Wood Tarver Financial Group
Idaho
$43.9K – – –
BAM
2042
Byrne Asset Management
New Jersey
$43.5K +$46.8K +196 New
TVWM
2043
Tower View Wealth Management
Wisconsin
$43.3K – – –
FMTCOCP
2044
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K – – –
OP
2045
ORG Partners
Indiana
$40.9K -$287K -1,200 -87%
TFA
2046
Toth Financial Advisory
Virginia
$39.8K -$21.3K -89 -33%
PA
2047
PSI Advisors
Florida
$38.8K -$75.9K -318 -65%
ANBT
2048
American National Bank & Trust
Texas
$37.9K -$2.15K -9 -5%
FAM
2049
Flaharty Asset Management
Florida
$37.7K +$40.6K +170 New
POIA
2050
Pin Oak Investment Advisors
Texas
$37K – – –