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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Diversify Advisory Services
Utah
$402K +$12.8K +120 +3%
TFS
202
Thoroughbred Financial Services
Tennessee
$396K +$10.5K +98 +3%
KNFPWM
203
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$393K
PWW
204
Pettyjohn Wood & White
Virginia
$392K -$109K -1,020 -22%
ACA
205
Anchor Capital Advisors
Massachusetts
$388K +$375K +3,514 New
AT
206
American Trust
Kentucky
$377K +$12.5K +117 +4%
AO
207
Advisor OS
Illinois
$362K -$3.41K -32 -1%
PPG
208
Peak Planning Group
Colorado
$357K
JBA
209
Johnson Bixby & Associates
Washington
$354K -$39.1K -367 -10%
DWM
210
Diversify Wealth Management
Utah
$346K
FA
211
Financial Advisors
Massachusetts
$345K
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$343K +$27.3K +256 +9%
PG
213
Prostatis Group
Maryland
$340K +$18.1K +170 +6%
WEG
214
World Equity Group
Illinois
$339K -$2.13K -20 -0.6%
WAM
215
WNY Asset Management
New York
$338K -$343K -3,220 -51%
1IA
216
1834 Investment Advisors
Wisconsin
$338K -$24.2K -227 -7%
KPWS
217
Kestra Private Wealth Services
Texas
$337K
USWIA
218
UP Strategic Wealth Investment Advisors
Pennsylvania
$337K -$8.43K -79 -3%
IWM
219
Integris Wealth Management
California
$336K
AWE
220
Avidian Wealth Enterprises
Texas
$334K
CAL
221
Capital Analysts LLC
Pennsylvania
$333K +$88.1K +826 +38%
IPAM
222
Investment Partners Asset Management
New Jersey
$326K +$8K +75 +3%
RG
223
Rathbones Group
United Kingdom
$325K +$59.7K +560 +24%
BHWM
224
Beaird Harris Wealth Management
Texas
$321K
AFG
225
Atomi Financial Group
New York
$312K +$40.1K +376 +15%