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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
2176
TS Financial Group (TSFG)
Illinois
$173K +$15.2K +56 +9%
VWM
2177
Vermillion Wealth Management
Minnesota
$170K +$541 +2 +0.3%
OL
2178
one8zero8 LLC
North Carolina
$168K -$1.89K -7 -1%
CFO
2179
CVA Family Office
Colorado
$167K +$271 +1 +0.2%
AFC
2180
Ares Financial Consulting
California
$166K – – –
FA
2181
Fountainhead AM
New Jersey
$165K +$60.3K +223 +55%
PCFFS
2182
Pacific Center for Financial Services
California
$165K +$19.2K +71 +13%
SS
2183
Sunbelt Securities
Texas
$154K +$55.2K +204 +53%
CMP
2184
Coston McIsaac & Partners
Maine
$154K – – –
1NWS
2185
1 North Wealth Services
Maryland
$152K +$11.1K +41 +8%
LWMI
2186
Legacy Wealth Management (Idaho)
Idaho
$151K -$29K -107 -16%
GFA
2187
Gladwyn Financial Advisors
Virginia
$146K +$541 +2 +0.4%
UIA
2188
Ulland Investment Advisors
Minnesota
$145K – – –
Kayne Anderson Rudnick Investment Management
2189
Kayne Anderson Rudnick Investment Management
California
$144K -$2.71K -10 -2%
DWA
2190
Delos Wealth Advisors
Texas
$144K +$149K +549 New
SFC
2191
SYM Financial Corp
Indiana
$143K -$87.1K -322 -37%
EWM
2192
Evolution Wealth Management
Florida
$142K +$27.3K +101 +23%
RF
2193
RetireMitten Financial
Michigan
$142K +$146K +541 New
TCWA
2194
Turtle Creek Wealth Advisors
Texas
$139K -$122K -452 -46%
NRG
2195
Nemes Rush Group
Michigan
$139K -$10.6K -39 -7%
OCM
2196
Orion Capital Management
California
$136K – – –
TWIM
2197
TIAA Wealth Investment Management
New York
$135K +$144K +533 New
TAM
2198
Townsend Asset Management
North Carolina
$131K +$271 +1 +0.2%
MMG
2199
Monetary Management Group
Missouri
$131K +$135K +500 New
GIL
2200
Go Invest LLC
Utah
$130K +$4.06K +15 +3%