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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Spirepoint Private Client
Florida
$351K +$352K +3,164 New
KPWS
227
Kestra Private Wealth Services
Texas
$350K +$12.2K +110 +4%
WEG
228
World Equity Group
Illinois
$340K
TCWA
229
Turtle Creek Wealth Advisors
Texas
$340K +$340K +3,060 New
PG
230
Prostatis Group
Maryland
$338K -$3K -27 -0.9%
AWE
231
Avidian Wealth Enterprises
Texas
$336K +$334 +3 +0.1%
IWM
232
Integris Wealth Management
California
$329K -$8.23K -74 -2%
IPAM
233
Investment Partners Asset Management
New Jersey
$326K -$1.22K -11 -0.4%
BHWM
234
Beaird Harris Wealth Management
Texas
$322K
MAS
235
Meeder Advisory Services
Ohio
$322K +$323K +2,903 New
PFS
236
Prospera Financial Services
Texas
$322K +$323K +2,901 New
FSA
237
Fort Sheridan Advisors
Illinois
$319K -$143K -1,283 -31%
AFG
238
Atomi Financial Group
New York
$314K +$445 +4 +0.1%
SAM
239
Smartleaf Asset Management
Massachusetts
$310K +$307K +2,763 New
JBA
240
Johnson Bixby & Associates
Washington
$309K -$46.2K -415 -13%
AOWM
241
Asset One Wealth Management
Washington
$305K +$287K +2,576 New
NHC
242
Nicholas Hoffman & Company
Georgia
$305K +$305K +2,745 New
MFG
243
Merit Financial Group
Georgia
$299K
GCP
244
GSA Capital Partners
United Kingdom
$282K +$282K +2,538 New
OFG
245
Opulen Financial Group
Virginia
$278K +$9.23K +83 +3%
YWS
246
Yarger Wealth Strategies
Ohio
$274K +$3.56K +32 +1%
Vanguard Capital Wealth Advisors
247
Vanguard Capital Wealth Advisors
Colorado
$270K +$271K +2,433 New
SMA
248
Sage Mountain Advisors
Georgia
$267K
SA
249
Sovran Advisors
California
$265K -$17.8K -160 -7%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$265K -$80.4K -723 -23%