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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2251
One Wealth Advisors
California
$200K +$189K +660 New
PCFFS
2252
Pacific Center for Financial Services
California
$199K +$8.31K +29 +5%
VWM
2253
Vermillion Wealth Management
Minnesota
$197K +$287 +1 +0.2%
Allspring Global Investments
2254
Allspring Global Investments
North Carolina
$196K +$96.3K +336 +106%
SW
2255
StrongBox Wealth
Missouri
$192K +$182K +635 New
AFC
2256
Ares Financial Consulting
California
$191K – – –
SIM
2257
Synergy Investment Management
Florida
$189K -$15.2K -53 -8%
NRG
2258
Nemes Rush Group
Michigan
$188K +$25.5K +89 +17%
AT
2259
Avalon Trust
New Mexico
$185K -$115K -400 -40%
CMP
2260
Coston McIsaac & Partners
Maine
$179K – – –
BWA
2261
Basecamp Wealth Advisors
Washington
$171K -$60.2K -210 -27%
IFWM
2262
Institute for Wealth Management
Colorado
$170K -$58.5K -204 -27%
EWM
2263
Evolution Wealth Management
Florida
$169K +$4.58K +16 +3%
UIA
2264
Ulland Investment Advisors
Minnesota
$168K – – –
Kayne Anderson Rudnick Investment Management
2265
Kayne Anderson Rudnick Investment Management
California
$167K – – –
DWA
2266
Delos Wealth Advisors
Texas
$166K – – –
SFC
2267
SYM Financial Corp
Indiana
$166K +$287 +1 +0.2%
LCOV
2268
London Company of Virginia
Virginia
$163K -$36.1K -126 -19%
TCWA
2269
Turtle Creek Wealth Advisors
Texas
$161K – – –
GA
2270
GFS Advisors
Texas
$160K – – –
OCM
2271
Orion Capital Management
California
$157K -$860 -3 -0.6%
GIL
2272
Go Invest LLC
Utah
$152K +$1.43K +5 +1%
OL
2273
one8zero8 LLC
North Carolina
$152K -$40.1K -140 -22%
MFA
2274
Morling Financial Advisors
California
$152K +$4.3K +15 +3%
1NWS
2275
1 North Wealth Services
Maryland
$147K -$27.8K -97 -17%