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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
2051
Wealth Preservation Advisors
Tennessee
$75K – – –
CHC
2052
City Holding Co
West Virginia
$74.8K – – –
BDPWM
2053
Barnes Dennig Private Wealth Management
Ohio
$74K +$72.2K +291 New
VWWMG
2054
Vermillion & White Wealth Management Group
Pennsylvania
$73.5K – – –
FP
2055
Financial Perspectives
Minnesota
$72.9K +$248 +1 +0.3%
LCOV
2056
London Company of Virginia
Virginia
$72.7K -$35K -141 -33%
RF
2057
Rossby Financial
Florida
$71.9K +$496 +2 +0.7%
CWM
2058
Crowley Wealth Management
Delaware
$70.7K – – –
NRC
2059
New Republic Capital
North Carolina
$69.9K – – –
MMCM
2060
Murphy & Mullick Capital Management
New York
$69.7K – – –
TC
2061
Trust Company
Kansas
$67.4K – – –
OAJ
2062
Ogorek Anthony Joseph
New York
$67K -$1.98K -8 -3%
HWM
2063
HighMark Wealth Management
Minnesota
$66.8K +$5.46K +22 +9%
PW
2064
Pandora Wealth
Illinois
$66.6K – – –
CSPIA
2065
Cary Street Partners Investment Advisory
Virginia
$65.3K +$63.7K +257 New
FCG
2066
Financial Connections Group
California
$65K – – –
EWM
2067
Evolution Wealth Management
Florida
$63.1K – – –
CFP
2068
Comprehensive Financial Planning
Pennsylvania
$63K +$248 +1 +0.4%
CB
2069
CNB Bank
Pennsylvania
$62.3K +$55.3K +223 +1,014%
SC
2070
Sawyer & Company
Massachusetts
$62K -$4.96K -20 -7%
HCM
2071
Hollencrest Capital Management
California
$61.8K – – –
SWP
2072
SIMA Wealth Partners
Virginia
$61.4K – – –
SA
2073
SRH Advisors
Kansas
$61K – – –
HDIM
2074
Hanson & Doremus Investment Management
Vermont
$61K – – –
KFGG
2075
Keystone Financial Group (Georgia)
Georgia
$60.2K – – –