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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
401
Warwick Investment Management
Texas
$8.08M +$8.41K +37 +0.1%
CTA
402
Chesley Taft & Associates
Illinois
$8.06M +$445K +1,960 +6%
BDF
403
Black Diamond Financial
Maryland
$8.03M -$38.2K -168 -0.5%
HAC
404
Harbor Advisory Corp
New Hampshire
$8.02M +$63.9K +281 +0.8%
IIA
405
Integral Investment Advisors
California
$8.02M +$2.37M +10,436 +45%
JJBC
406
James J. Burns & Company
New York
$7.97M +$610K +2,684 +9%
AOI
407
Auto-Owners Insurance
Michigan
$7.97M
DWM
408
Dynasty Wealth Management
Florida
$7.95M +$120K +529 +2%
BIM
409
Bridges Investment Management
Nebraska
$7.8M +$5.91K +26 +0.1%
HWM
410
Howard Wealth Management
Connecticut
$7.78M +$192K +845 +3%
LCM
411
Logan Capital Management
Pennsylvania
$7.77M +$54.1K +238 +0.7%
TWM
412
TriaGen Wealth Management
California
$7.75M +$340K +1,498 +5%
AGA
413
Arkos Global Advisors
Texas
$7.7M -$59.1K -260 -0.8%
DF
414
Dunhill Financial
United Kingdom
$7.69M +$2.15M +9,467 +41%
CAG
415
Crestwood Advisors Group
Massachusetts
$7.68M -$74.8K -329 -1%
BWCS
416
Beirne Wealth Consulting Services
Connecticut
$7.63M +$1.47M +6,478 +25%
RWP
417
RWA Wealth Partners
Massachusetts
$7.62M +$737K +3,242 +11%
LFP
418
Leeward Financial Partners
Washington
$7.6M +$151K +665 +2%
JBA
419
Johnson Bixby & Associates
Washington
$7.59M -$32K -141 -0.4%
FFA
420
Fi3 Financial Advisors
Indiana
$7.56M -$132K -581 -2%
MCA
421
Magnolia Capital Advisors
Mississippi
$7.54M -$832K -3,663 -10%
FIC
422
Family Investment Center
Missouri
$7.54M -$141K -620 -2%
HTC
423
Haverford Trust Company
Pennsylvania
$7.54M +$64.8K +285 +0.9%
AA
424
Ancora Advisors
Ohio
$7.52M +$11.8K +52 +0.2%
P
425
&Partners
Tennessee
$7.51M +$1.8M +7,934 +33%