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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCFA
251
William Howard & Co Financial Advisors
Tennessee
$220K – – –
LKWM
252
Lee-Kelleher Wealth Management
Maryland
$219K – – –
BHBT
253
Burke & Herbert Bank & Trust
Virginia
$218K +$211K +1,975 New
FIA
254
Foundations Investment Advisors
Arizona
$217K -$1.9M -17,812 -90%
CRC
255
Curi RMB Capital
Illinois
$215K +$208K +1,947 New
AAS
256
Ameritas Advisory Services
Nebraska
$213K +$72.9K +683 +55%
VR
257
Valued Retirements
Texas
$210K – – –
EFA
258
Evernest Financial Advisors
Indiana
$210K +$203K +1,900 New
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$203K -$42.7K -400 -18%
LEA
260
Legacy Edge Advisors
New York
$200K +$193K +1,811 New
LFG
261
Larson Financial Group
Missouri
$172K +$59.3K +556 +56%
TCM
262
TruNorth Capital Management
Michigan
$169K +$164K +1,534 New
OCM
263
Osterweis Capital Management
California
$168K – – –
CF
264
Centaurus Financial
California
$147K -$31.3K -293 -18%
EWM
265
Evermay Wealth Management
Virginia
$140K – – –
FHC
266
First Horizon Corporation
Tennessee
$139K +$135K +1,262 New
FC
267
Financial Consulate
Maryland
$135K +$131K +1,225 New
CA
268
CoreCap Advisors
Michigan
$134K +$18.1K +170 +16%
AG
269
AmeriFlex Group
Nevada
$131K +$68.3K +640 +118%
FFA
270
Farther Finance Advisors
California
$127K +$106K +995 +650%
OA
271
Operose Advisors
Wisconsin
$118K – – –
CIAS
272
Capital Investment Advisory Services
North Carolina
$116K +$112K +1,053 New
PS
273
Principal Securities
Iowa
$110K -$14.1K -132 -12%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$107K +$85.7K +803 +493%
MWA
275
Medallion Wealth Advisors
Connecticut
$98.2K -$6.61K -62 -7%