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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2051
Retirement Income Solutions
Michigan
$227K – – –
CB
2052
Community Bank
New York
$226K +$15.9K +62 +8%
DAS
2053
Daybright Advisory Services
Florida
$225K +$224K +874 New
NA
2054
Nottingham Advisors
New York
$225K – – –
CTA
2055
Camelot Technology Advisors
California
$224K – – –
SFC
2056
SYM Financial Corp
Indiana
$224K – – –
TPW
2057
Tiller Private Wealth
Pennsylvania
$224K – – –
RAM
2058
Revere Asset Management
Texas
$224K +$222K +867 New
RW
2059
Regimen Wealth
Georgia
$222K +$1.54K +6 +0.7%
SIA
2060
Serenity Investment Advisors
Illinois
$222K +$211K +824 New
WG
2061
Welch Group
Alabama
$222K +$256 +1 +0.1%
SC
2062
Stephenson & Company
California
$222K – – –
CFS
2063
CGC Financial Services
Oregon
$221K – – –
NCM
2064
Novare Capital Management
North Carolina
$221K – – –
BTW
2065
Boston Trust Walden
Massachusetts
$221K -$73.8K -288 -25%
RS
2066
Retirement Solution
Washington
$221K +$2.31K +9 +1%
RCI
2067
RS Crum Inc
California
$221K – – –
RWPA
2068
Richard W. Paul & Associates
Michigan
$220K +$1.28K +5 +0.6%
MFF
2069
Michels Family Financial
Texas
$220K +$1.54K +6 +0.7%
RFA
2070
Reyes Financial Architecture
California
$220K +$3.07K +12 +1%
RW
2071
RVW Wealth
California
$219K -$30.5K -119 -12%
MWM
2072
Melfa Wealth Management
Massachusetts
$219K – – –
TFP
2073
Tilia Fiduciary Partners
North Carolina
$219K +$3.84K +15 +2%
CC
2074
Commons Capital
Massachusetts
$218K -$25.4K -99 -10%
MS
2075
Monetary Solutions
Ohio
$218K +$216K +845 New