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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HK
426
Horizon Kinetics
New York
$463K -$35.7K -288 -7%
NSIM
427
North Star Investment Management
Illinois
$461K +$9.18K +74 +2%
BPCE
428
Bank Pictet & Cie (Europe)
Germany
$460K +$443K +3,570 New
EMA
429
Efficient Market Advisors
California
$459K -$285K -2,295 -39%
WF
430
Welch & Forbes
Massachusetts
$459K -$18.6K -150 -4%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$452K -$232K -1,866 -35%
RFM
432
Royal Fund Management
Florida
$447K +$431K +3,470 New
RBC
433
Roble Belko & Company
Pennsylvania
$441K +$419K +3,376 +7,502%
CAM
434
Crestone Asset Management
Colorado
$437K +$421K +3,391 New
IUHSA
435
Itau Unibanco Holding S.A.
Brazil
$431K -$93.5K -753 -18%
BG
436
Bahl & Gaynor
Ohio
$431K -$25.4K -205 -6%
FPTW
437
Franklin, Parlapiano, Turner & Welch
Texas
$431K
HFA
438
High Falls Advisors
New York
$431K +$124 +1 +0%
CCM
439
Coe Capital Management
Illinois
$430K +$1.24K +10 +0.3%
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$426K +$410K +3,307 New
AF
441
Alerus Financial
North Dakota
$426K +$36.1K +291 +10%
LI
442
LVZ Inc
Michigan
$426K +$84.3K +679 +26%
IC
443
Intersect Capital
California
$424K
BFM
444
Boston Financial Management
Massachusetts
$422K +$112K +900 +38%
FUBT
445
First United Bank & Trust
Maryland
$417K +$401K +3,233 New
GAM
446
Gemmer Asset Management
California
$408K -$61.7K -497 -14%
OC
447
Oarsman Capital
Wisconsin
$406K -$262K -2,111 -40%
Kovitz Investment Group Partners
448
Kovitz Investment Group Partners
Illinois
$402K -$4.22K -34 -1%
IF
449
Ironwood Financial
Arizona
$395K -$35K -282 -8%
CMO
450
Covenant Multifamily Offices
Texas
$395K