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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBB
2051
Fulton Breakefield Broenniman
Maryland
$237K -$1.35K -5 -0.6%
ACM
2052
Andina Capital Management
Utah
$237K -$129K -477 -35%
APW
2053
Aurora Private Wealth
New Jersey
$236K – – –
SGCA
2054
Steel Grove Capital Advisors
Tennessee
$236K -$20.8K -77 -8%
PCM
2055
Park Capital Management
Wisconsin
$235K – – –
EA
2056
Evergreen Advisors
Tennessee
$235K +$812 +3 +0.3%
FFG
2057
Frisch Financial Group
New York
$235K +$243K +898 New
LWA
2058
LifeGoal Wealth Advisors
New York
$235K – – –
RWM
2059
Refined Wealth Management
Utah
$235K -$3.59M -13,270 -94%
CSA
2060
Cottage Street Advisors
Massachusetts
$234K +$541 +2 +0.2%
WCM
2061
Wealthcare Capital Management
Virginia
$234K +$242K +893 New
BWL
2062
Beacon Wealthcare LLC
North Carolina
$232K – – –
WCM
2063
WLTH Capital Management
Arizona
$232K -$2.17K -8 -0.9%
TWD
2064
True Wealth Design
Ohio
$231K +$239K +882 New
MWM
2065
Melfa Wealth Management
Massachusetts
$231K +$8.39K +31 +4%
RWPA
2066
Richard W. Paul & Associates
Michigan
$231K +$7.04K +26 +3%
RIS
2067
Retirement Income Solutions
Michigan
$230K – – –
DAS
2068
Daybright Advisory Services
Florida
$230K +$812 +3 +0.3%
NFP
2069
NorthLanding Financial Partners
New York
$230K -$27.1K -100 -10%
CB
2070
Community Bank
New York
$229K – – –
NA
2071
Nottingham Advisors
New York
$229K – – –
BWL
2072
Bogart Wealth LLC
Virginia
$228K -$73.9K -273 -24%
CTA
2073
Camelot Technology Advisors
California
$228K – – –
RAM
2074
Revere Asset Management
Texas
$227K – – –
SRS
2075
Strong Retirement Solutions
Washington
$227K +$234K +866 New