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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
2076
Realta Investment Advisors
Delaware
$53.9K +$9.6K +39 +21%
APW
2077
Acima Private Wealth
Virginia
$52.1K – – –
CW
2078
Curio Wealth
Maryland
$51.7K +$52.9K +215 New
JGIA
2079
Jackson Grant Investment Advisers
Connecticut
$50.8K – – –
KWM
2080
Kiker Wealth Management
Georgia
$50.7K +$51.9K +211 New
WW
2081
Winnow Wealth
Texas
$48.5K +$49.7K +202 New
DRP
2082
Decker Retirement Planning
Utah
$48.1K +$49.2K +200 New
WTFG
2083
Wood Tarver Financial Group
Idaho
$47K +$48.7K +198 New
FP
2084
Financial Perspectives
Minnesota
$46.9K +$8.37K +34 +21%
TVWM
2085
Tower View Wealth Management
Wisconsin
$46.7K +$492 +2 +1%
CAM
2086
Chesapeake Asset Management
New York
$45.7K -$984 -4 -2%
SFC
2087
SYM Financial Corp
Indiana
$45.6K +$2.46K +10 +6%
FMTCOCP
2088
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$46.5K +189 New
BAM
2089
Byrne Asset Management
New Jersey
$44.2K -$44.5K -181 Closed
ANBT
2090
American National Bank & Trust
Texas
$43.3K +$44.3K +180 New
FGC
2091
Financial Gravity Companies
Texas
$42.6K – – –
SR
2092
Syntax Research
Florida
$40.7K – – –
EPIM
2093
Evelyn Partners Investment Management
$38.4K +$39.4K +160 New
POIA
2094
Pin Oak Investment Advisors
Texas
$38K – – –
HNB
2095
Hilltop National Bank
Wyoming
$38K +$17.7K +72 +84%
OCM
2096
Orion Capital Management
California
$38K +$38.9K +158 New
USB
2097
Union Savings Bank
Connecticut
$38K – – –
WAS
2098
Winch Advisory Services
Wisconsin
$36.9K -$11.1K -45 -23%
SIM
2099
Studio Investment Management
Illinois
$36.3K +$37.2K +151 New
FM
2100
Family Management
New York
$36K – – –