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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$399K +$46K +482 +14%
PPW
202
PACK Private Wealth
Minnesota
$394K -$38.9K -407 -9%
IF
203
Ironwood Financial
Arizona
$387K
FFL
204
Financial Freedom LLC
Ohio
$379K -$94.3K -987 -21%
BCWM
205
Bartlett & Co Wealth Management
Ohio
$377K +$9.55K +100 +3%
PI
206
Pachira Investments
California
$376K +$355K +3,713 New
DAS
207
Diversify Advisory Services
Utah
$375K +$17.2K +180 +5%
AF
208
Affiance Financial
Minnesota
$375K
PWA
209
Principia Wealth Advisory
Texas
$370K -$44.7K -468 -11%
JBA
210
Johnson Bixby & Associates
Washington
$361K -$5.73K -60 -2%
KNFPWM
211
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$360K
TFS
212
Thoroughbred Financial Services
Tennessee
$353K -$6.4K -67 -2%
William Blair & Company
213
William Blair & Company
Illinois
$347K
AO
214
Advisor OS
Illinois
$335K -$248K -2,600 -44%
AT
215
American Trust
Kentucky
$334K +$315K +3,295 New
DWM
216
Diversify Wealth Management
Utah
$334K
1IA
217
1834 Investment Advisors
Wisconsin
$333K +$19.6K +205 +7%
BCP
218
Blackhawk Capital Partners
Wisconsin
$333K +$65.1K +682 +26%
PPG
219
Peak Planning Group
Colorado
$328K
Truist Financial
220
Truist Financial
North Carolina
$327K -$191 -2 -0.1%
FA
221
Financial Advisors
Massachusetts
$316K
USWIA
222
UP Strategic Wealth Investment Advisors
Pennsylvania
$315K -$4.39K -46 -1%
WEG
223
World Equity Group
Illinois
$312K +$295K +3,087 New
KPWS
224
Kestra Private Wealth Services
Texas
$309K +$39.5K +414 +16%
IWM
225
Integris Wealth Management
California
$308K +$291K +3,043 New