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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$357K -$142K -1,374 -30%
BBHC
352
Brown Brothers Harriman & Co
New York
$352K -$45.8K -442 -12%
MCM
353
MAI Capital Management
Ohio
$346K -$9.32K -90 -3%
DWT
354
Dorsey & Whitney Trust
South Dakota
$343K
HFA
355
High Falls Advisors
New York
$343K
CMO
356
Covenant Multifamily Offices
Texas
$342K -$59.1K -571 -16%
SC
357
SouthState Corp
Florida
$340K -$161K -1,553 -34%
AIA
358
Alerus Investment Advisors
Minnesota
$336K +$15.8K +153 +5%
LCM
359
Logan Capital Management
Pennsylvania
$334K
BP
360
BBR Partners
New York
$334K +$311K +3,000 New
AF
361
Affiance Financial
Minnesota
$333K -$94.7K -914 -23%
SNBOSD
362
Security National Bank of So Dak
Iowa
$333K +$310K +2,989 New
SLF
363
Sun Life Financial
Ontario, Canada
$329K
ACM
364
Armbruster Capital Management
New York
$327K -$5.18K -50 -2%
ATIA
365
American Trust Investment Advisors
New Hampshire
$323K +$5.7K +55 +2%
FPCP
366
Fort Point Capital Partners
California
$320K -$49.3K -476 -14%
MWAC
367
Mariner Wealth Advisors (Cincinnati)
Ohio
$318K +$5.18K +50 +2%
LNC
368
Lincoln National Corp
Pennsylvania
$316K +$294K +2,835 New
UB
369
UMB Bank
Missouri
$311K +$41.4K +400 +17%
FWP
370
FAS Wealth Partners
Kansas
$307K
Chevy Chase Trust
371
Chevy Chase Trust
Maryland
$307K +$285K +2,750 New
BA
372
Boston Advisors
Massachusetts
$304K -$509K -4,916 -64%
UBWV
373
United Bank (West Virginia)
West Virginia
$304K -$252K -2,432 -47%
NFG
374
Nations Financial Group
Iowa
$301K +$19.4K +187 +7%
CWM
375
Cornerstone Wealth Management
Missouri
$300K +$273K +2,640 New