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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2326
Navigoe Wealth Management
California
$25K – – –
PS
2327
Pinney & Scofield
Massachusetts
$23.8K +$24.6K +91 New
CFG
2328
Chapman Financial Group
Hawaii
$23.6K – – –
GTAM
2329
Global Trust Asset Management
Florida
$22.3K -$48.7K -180 -68%
WA
2330
Walsh & Associates
Florida
$22.1K – – –
AEPWM
2331
Atlantic Edge Private Wealth Management
Florida
$21.5K – – –
AW
2332
Avion Wealth
Texas
$21K -$8.93K -33 -28%
CW
2333
Curio Wealth
Maryland
$19.1K -$22.7K -84 -54%
IA
2334
IFG Advisory
Georgia
$18.9K -$894K -3,305 -98%
WPA
2335
West Paces Advisors
Georgia
$18.9K – – –
PP
2336
Pacifica Partners
Canada
$18.7K +$19.2K +71 New
CFO
2337
Cambient Family Office
Michigan
$18.6K – – –
TIM
2338
Thompson Investment Management
Wisconsin
$18.6K +$271 +1 +1%
TFG
2339
Team Financial Group
California
$17.8K -$3.79K -14 -17%
MFC
2340
Morris Financial Concepts
South Carolina
$17K – – –
TCM
2341
Tradewinds Capital Management
Washington
$17K – – –
WSFG
2342
Wall Street Financial Group
Illinois
$17K +$17.6K +65 New
T
2343
Tidemark
California
$16.8K – – –
BA
2344
Ballast Advisors
Minnesota
$16.8K – – –
PWS
2345
Pursuit Wealth Strategies
North Carolina
$16.5K +$4.6K +17 +37%
FF
2346
Friedenthal Financial
New Jersey
$16.5K – – –
RMP
2347
Richards, Merrill & Peterson
Washington
$16.2K – – –
DCM
2348
Dorato Capital Management
Colorado
$15.8K – – –
BWM
2349
Bernard Wealth Management
Michigan
$15.2K +$13.5K +50 +625%
CPBTD
2350
Central Pacific Bank - Trust Division
Hawaii
$14.9K +$15.4K +57 New