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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
2101
Briaud Financial Planning
Texas
$20K
BA
2102
Ballast Advisors
Minnesota
$19.7K +$2.45K +11 +15%
TFG
2103
Team Financial Group
California
$19.3K +$18.3K +82 New
T
2104
Tidemark
California
$19.3K
TIM
2105
Total Investment Management
Arizona
$19.2K +$18.1K +81 New
CW
2106
Curio Wealth
Maryland
$18.5K +$16.7K +75 +2,500%
IRC
2107
Investors Research Corp
Georgia
$17.3K
WPA
2108
West Paces Advisors
Georgia
$17.1K
PA
2109
Pineridge Advisors
Missouri
$15.7K -$3.35K -15 -19%
TCM
2110
Tradewinds Capital Management
Washington
$15.4K
MFC
2111
Morris Financial Concepts
South Carolina
$15.4K +$2.23K +10 +18%
FF
2112
Friedenthal Financial
New Jersey
$14.9K
RMP
2113
Richards, Merrill & Peterson
Washington
$14.7K
KTC
2114
Kentucky Trust Company
Kentucky
$14.5K
CAM
2115
Chesapeake Asset Management
New York
$14.5K -$10.3K -46 -43%
RWS
2116
Retirement Wealth Solutions
Wisconsin
$13.8K
SC
2117
Solstein Capital
California
$13.5K +$12.7K +57 New
DRP
2118
Decker Retirement Planning
Utah
$13K +$12.3K +55 New
PCA
2119
PMV Capital Advisers
Texas
$13K +$12.3K +55 New
WOSD
2120
WFA of San Diego
California
$12.3K +$11.6K +52 New
MWM
2121
MGB Wealth Management
Texas
$11.8K
RTL
2122
Red Tortoise LLC
Georgia
$11.4K
HC
2123
Hurley Capital
New York
$11.4K -$46.2K -207 -81%
NMG
2124
New Millennium Group
Utah
$10.4K
PP
2125
PFS Partners
New Jersey
$10.3K