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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
351
Peddock Capital Advisors
Massachusetts
$8.51M +$145K +662 +2%
BWA
352
BlueSky Wealth Advisors
North Carolina
$8.47M +$8.53M +38,829 New
DC
353
Dorval Corp
Minnesota
$8.43M +$199K +908 +2%
WB
354
Webster Bank
Connecticut
$8.41M +$166K +754 +2%
SHWM
355
Smith & Howard Wealth Management
Georgia
$8.38M +$66.8K +304 +0.8%
JFG
356
JDM Financial Group
Texas
$8.36M +$587K +2,672 +7%
MAV
357
Mason & Associates (Virginia)
Virginia
$8.36M +$8.42M +38,323 New
CGPCS
358
Capital Group Private Client Services
California
$8.32M +$1.15M +5,240 +16%
CANC
359
Culbertson A N & Co
Virginia
$8.32M -$176K -800 -2%
ECM
360
Evergreen Capital Management
Washington
$8.31M +$501K +2,283 +6%
SCTC
361
Sanibel Captiva Trust Company
Florida
$8.22M -$164K -748 -2%
KPWS
362
Kestra Private Wealth Services
Texas
$8.22M +$178K +811 +2%
BP
363
Ballentine Partners
Massachusetts
$8.2M -$253K -1,150 -3%
TCOTS
364
Trust Company of the South
North Carolina
$8.19M
EWA
365
Exencial Wealth Advisors
Oklahoma
$8.16M -$1.05M -4,764 -11%
GM
366
GeoWealth Management
Illinois
$8.13M +$367K +1,673 +5%
H
367
HoyleCohen
California
$8.09M -$150K -685 -2%
GHAM
368
Gilman Hill Asset Management
Connecticut
$8.07M +$620K +2,825 +8%
BDFN
369
Bond & Devick Financial Network
Minnesota
$8.02M +$210K +957 +3%
CFP
370
Curran Financial Partners
South Carolina
$7.96M +$383K +1,745 +5%
UFA
371
US Financial Advisors
Massachusetts
$7.95M -$5.16M -23,520 -39%
BKA
372
Brick & Kyle Associates
Pennsylvania
$7.95M +$634K +2,887 +9%
WA
373
Waverly Advisors
Alabama
$7.85M +$1.02M +4,630 +15%
Empower Advisory Group
374
Empower Advisory Group
Colorado
$7.83M -$515K -2,345 -6%
Lazard Asset Management
375
Lazard Asset Management
New York
$7.83M -$1.16M -5,300 -13%