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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
326
CRA Financial Services
New Jersey
$14.6M -$287K -1,001 -2%
HNW
327
High Note Wealth
Minnesota
$14.6M +$84.3K +294 +0.6%
JJBC
328
James J. Burns & Company
New York
$14.5M +$433K +1,510 +3%
BMC
329
Bear Mountain Capital
Washington
$14.4M +$147K +512 +1%
VF
330
Vawter Financial
Ohio
$14.4M -$107K -375 -0.8%
KI
331
KTF Investments
California
$14.3M -$657K -2,293 -5%
SWP
332
Stratos Wealth Partners
Ohio
$14.3M -$121K -421 -0.9%
CPA
333
Capital Performance Advisors
California
$14.3M +$1.45M +5,066 +12%
BCWM
334
Bartlett & Co Wealth Management
Ohio
$14.3M -$198K -691 -1%
BWCS
335
Beirne Wealth Consulting Services
Connecticut
$14.3M +$39.5K +138 +0.3%
DK
336
David Kennon
Florida
$14.2M -$158K -553 -1%
IIA
337
Integral Investment Advisors
California
$14.2M +$27.2K +95 +0.2%
AP
338
Americana Partners
Texas
$14.2M +$9.43M +32,916 +237%
GM
339
GeoWealth Management
Illinois
$14.1M +$38.1K +133 +0.3%
AWM
340
Apollon Wealth Management
South Carolina
$14.1M +$2.02M +7,059 +18%
VT
341
Vise Technologies
New York
$14.1M +$4.33M +15,092 +48%
CG
342
Caprock Group
Idaho
$14.1M +$677K +2,362 +5%
CNBT
343
Canandaigua National Bank & Trust
New York
$14M +$13.2M +46,232 New
MAV
344
Mason & Associates (Virginia)
Virginia
$14M +$87.4K +305 +0.7%
DC
345
Dorval Corp
Minnesota
$14M +$209K +728 +2%
WT
346
Whittier Trust
California
$13.9M -$51.3K -179 -0.4%
AA
347
Apriem Advisors
California
$13.7M +$1.24M +4,310 +11%
BEI
348
Benjamin Edwards Inc
Missouri
$13.7M -$1.43M -4,984 -10%
NAC
349
NI Acquisitions Company
Pennsylvania
$13.6M +$12.9M +44,993 New
CW
350
Code Waechter
Florida
$13.6M +$838K +2,925 +7%