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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFC
276
Coyle Financial Counsel
Illinois
$620K +$26.8K +218 +4%
LCM
277
Lucas Capital Management
New Jersey
$618K
SWA
278
SFMG Wealth Advisors
Texas
$617K -$1.25M -10,163 -67%
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$616K +$23.1K +188 +4%
MSS
280
Mitchell Sinkler & Starr
Pennsylvania
$612K +$160K +1,300 +35%
BG
281
Bahl & Gaynor
Ohio
$610K +$3.07K +25 +0.5%
QCG
282
Quadrant Capital Group
Ohio
$609K +$617K +5,027 New
IWA
283
Inspirion Wealth Advisors
Illinois
$608K +$204K +1,663 +50%
BJL
284
Brighton Jones LLC
Washington
$606K +$26K +212 +4%
CB
285
Chemical Bank
Michigan
$597K
ASN
286
Advisory Services Network
Georgia
$595K
SC
287
SouthState Corp
Florida
$573K +$57.2K +466 +11%
VNA
288
Valley National Advisers
Pennsylvania
$570K +$138K +1,127 +32%
BAAM
289
Baker Avenue Asset Management
California
$560K +$40.5K +330 +8%
DC
290
Davenport & Co
Virginia
$551K +$4.3K +35 +0.8%
HCM
291
Horan Capital Management
Maryland
$524K +$531K +4,321 New
BFO
292
Boston Family Office
Massachusetts
$521K -$2.46K -20 -0.5%
CPA
293
Capital Planning Advisors
California
$512K -$10.4K -85 -2%
SFPM
294
Sensible Financial Planning & Management
Massachusetts
$511K
LA
295
LVW Advisors
New York
$497K +$19.5K +159 +4%
LDB
296
Lee, Danner & Bass
Tennessee
$493K +$28.6K +233 +6%
SSB
297
Sandy Spring Bank
Maryland
$488K
JWBC
298
J.W. Burns & Co
New York
$486K +$492K +4,005 New
SIC
299
Sigma Investment Counselors
Michigan
$483K
MCM
300
MAI Capital Management
Ohio
$474K