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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Arete Wealth Advisors
Illinois
$756K +$729K +5,352 New
TI
377
Truepoint Inc
Ohio
$750K +$48.9K +359 +7%
RC
378
Roundview Capital
New Jersey
$748K +$85.4K +627 +13%
HWM
379
Highwater Wealth Management
Colorado
$745K -$43.7K -321 -6%
CAM
380
Columbia Asset Management
Michigan
$745K +$120K +882 +20%
ACP
381
Aveo Capital Partners
Colorado
$739K -$65.3K -479 -8%
PA
382
Probity Advisors
Texas
$737K
CBU
383
CIBC Bank USA
Illinois
$736K +$10.9K +80 +2%
CCM
384
Chilton Capital Management
Texas
$735K +$205K +1,505 +41%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$719K
CL
386
CPWM LLC
Washington
$707K -$63.4K -465 -9%
SDWMA
387
Schneider Downs Wealth Management Advisors
Pennsylvania
$706K -$2.73K -20 -0.4%
GC
388
Gilbert & Cook
Iowa
$691K -$19.9K -146 -3%
PTC
389
Private Trust Company
Ohio
$679K -$145K -1,067 -18%
FUBT
390
First United Bank & Trust
Maryland
$678K -$7.9K -58 -1%
BSB
391
Bangor Savings Bank
Maine
$677K
MWAC
392
Mariner Wealth Advisors (Cincinnati)
Ohio
$673K +$171K +1,252 +36%
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$670K +$202K +1,485 +47%
KA
394
Klingman & Associates
New York
$667K -$27.9K -205 -4%
CCP
395
Clarkston Capital Partners
Michigan
$661K +$22.3K +164 +4%
GP
396
Girard Partners
Pennsylvania
$659K -$20.3K -149 -3%
BA
397
BKS Advisors
Michigan
$656K -$11.9K -87 -2%
SC
398
SouthState Corp
Florida
$649K -$81.8K -600 -12%
PCTC
399
Perkins Coie Trust Company
Washington
$649K
RMAM
400
Raab & Moskowitz Asset Management
New Jersey
$648K -$121K -891 -16%