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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
2051
Evergreen Advisors
Tennessee
$235K +$812 +3 +0.3%
FFG
2052
Frisch Financial Group
New York
$235K +$243K +898 New
LWA
2053
LifeGoal Wealth Advisors
New York
$235K
RWM
2054
Refined Wealth Management
Utah
$235K -$3.59M -13,270 -94%
CSA
2055
Cottage Street Advisors
Massachusetts
$234K +$541 +2 +0.2%
WCM
2056
Wealthcare Capital Management
Virginia
$234K +$242K +893 New
BWL
2057
Beacon Wealthcare LLC
North Carolina
$232K
WCM
2058
WLTH Capital Management
Arizona
$232K -$2.17K -8 -0.9%
TWD
2059
True Wealth Design
Ohio
$231K +$239K +882 New
MWM
2060
Melfa Wealth Management
Massachusetts
$231K +$8.39K +31 +4%
RWPA
2061
Richard W. Paul & Associates
Michigan
$231K +$7.04K +26 +3%
RIS
2062
Retirement Income Solutions
Michigan
$230K
DAS
2063
Daybright Advisory Services
Florida
$230K +$812 +3 +0.3%
NFP
2064
NorthLanding Financial Partners
New York
$230K -$27.1K -100 -10%
CB
2065
Community Bank
New York
$229K
NA
2066
Nottingham Advisors
New York
$229K
BWL
2067
Bogart Wealth LLC
Virginia
$228K -$73.9K -273 -24%
CTA
2068
Camelot Technology Advisors
California
$228K
RAM
2069
Revere Asset Management
Texas
$227K
SRS
2070
Strong Retirement Solutions
Washington
$227K +$234K +866 New
CWRP
2071
Cassady Wealth & Retirement Planning
Nevada
$226K +$2.98K +11 +1%
WWM
2072
Waterway Wealth Management
Texas
$226K +$234K +864 New
BW
2073
Blalock Williams
Alabama
$226K -$29.8K -110 -11%
YWM
2074
Yukon Wealth Management
Kansas
$226K
E
2075
EntreWealth
Texas
$225K