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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$4.21M +$233K +1,599 +5%
CB
202
Cadence Bank
Mississippi
$4.13M -$313K -2,153 -6%
WFPG
203
Waller Financial Planning Group
Ohio
$4.13M +$4.55M +31,283 New
BDF
204
Black Diamond Financial
Maryland
$4.11M +$4.23M +29,041 New
AGA
205
Arkos Global Advisors
Texas
$4.04M +$4.45M +30,595 New
VFA
206
Voya Financial Advisors
Connecticut
$4.02M -$273K -1,876 -6%
MIAN
207
Mariner Independent Advisor Network
Kansas
$4.02M +$4.15M +28,518 New
LFA
208
Landmark Financial Advisors
Kentucky
$3.99M -$223K -1,533 -5%
CTA
209
Chesley Taft & Associates
Illinois
$3.98M -$25.5K -175 -0.6%
JIC
210
Joel Isaacson & Co
New York
$3.98M -$243K -1,670 -6%
CA
211
Cambridge Advisors
Nebraska
$3.98M +$408K +2,800 +10%
Nuveen
212
Nuveen
North Carolina
$3.96M +$3.49M +24,000 +400%
MNG
213
Manning & Napier Group
New York
$3.93M
PFA
214
Pathway Financial Advisors
Vermont
$3.89M +$25K +172 +0.6%
RCM
215
Riverhead Capital Management
Delaware
$3.86M
HL
216
HeadInvest LLC
Maine
$3.86M +$2.12M +14,573 +100%
PCA
217
Peddock Capital Advisors
Massachusetts
$3.8M -$153K -1,048 -4%
CAM
218
Cresset Asset Management
Illinois
$3.77M +$4.16M +28,572 New
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$3.76M +$4.15M +28,519 New
PWP
220
Principle Wealth Partners
Connecticut
$3.74M +$4.12M +28,313 New
AWM
221
Aries Wealth Management
Maine
$3.73M +$169K +1,160 +4%
RFM
222
Royal Fund Management
Florida
$3.72M +$534K +3,671 +15%
CW
223
CreativeOne Wealth
Kansas
$3.71M +$227K +1,561 +6%
EWM
224
Endurance Wealth Management
Rhode Island
$3.67M -$480K -3,300 -11%
JFA
225
JNBA Financial Advisors
Minnesota
$3.59M +$3.87M +26,559 +4,024%