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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$5.7M -$648K -4,823 -11%
BC
227
Bartlett & Co
Ohio
$5.7M -$648K -4,823 -11%
Betterment LLC
228
Betterment LLC
New York
$5.66M -$1.17M -8,725 -18%
HHRDM
229
H&H Retirement Design & Management
Nevada
$5.62M -$49.8K -371 -1%
RPG
230
Resource Planning Group
Georgia
$5.61M +$1.83M +13,620 +54%
PCG
231
Private Capital Group
Connecticut
$5.6M -$312K -2,325 -6%
KP
232
Keel Point
Alabama
$5.55M -$4.43M -32,982 -46%
PA
233
Paracle Advisors
Washington
$5.51M -$2.97M -22,110 -37%
BWM
234
Benchmark Wealth Management
Connecticut
$5.42M -$20.9K -156 -0.4%
WFM
235
Wolff Financial Management
Michigan
$5.4M +$150K +1,120 +3%
CG
236
Colony Group
Massachusetts
$5.36M +$1.94M +14,447 +65%
MWC
237
MBM Wealth Consultants
Missouri
$5.27M +$251K +1,866 +5%
BF
238
BOK Financial
Oklahoma
$5.26M +$558K +4,157 +13%
BAM
239
Baldrige Asset Management
Pennsylvania
$5.25M +$819K +6,099 +20%
BDF
240
Black Diamond Financial
Maryland
$5.21M -$385K -2,867 -7%
FFG
241
Frisch Financial Group
New York
$5.18M -$40.3K -300 -0.8%
FNC
242
First National Corp
Massachusetts
$5.16M +$809K +6,026 +21%
JIC
243
Johnson Investment Counsel
Ohio
$5.05M -$4.02M -29,910 -46%
EWM
244
Evercore Wealth Management
New York
$5.01M -$97.4K -725 -2%
JWM
245
JFG Wealth Management
Colorado
$5M +$2.58M +19,233 +127%
CMO
246
Covenant Multifamily Offices
Texas
$4.98M +$3.81M +28,394 +489%
MWM
247
Merriman Wealth Management
Washington
$4.86M +$4.48M +33,356 New
OC
248
Oppenheimer & Co
New York
$4.83M +$1.3M +9,668 +41%
HWM
249
Howard Wealth Management
Connecticut
$4.82M +$358K +2,668 +9%
NIM
250
Northeast Investment Management
Massachusetts
$4.82M -$1.38M -10,291 -24%