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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$506K +$495K +3,425 New
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$502K -$8.97K -62 -2%
FPTW
503
Franklin, Parlapiano, Turner & Welch
Texas
$494K
BFO
504
Biltmore Family Office
North Carolina
$494K +$483K +3,342 New
NSIM
505
North Star Investment Management
Illinois
$492K -$2.31K -16 -0.5%
IC
506
Intersect Capital
California
$491K
SYBT
507
Stock Yards Bank & Trust
Kentucky
$491K +$34.3K +237 +8%
CCM
508
Coe Capital Management
Illinois
$489K +$8.68K +60 +2%
BG
509
Bahl & Gaynor
Ohio
$488K -$5.79K -40 -1%
WA1
510
Wimmer Associates 1
California
$477K -$57.1K -395 -11%
AF
511
Alerus Financial
North Dakota
$475K -$9.98K -69 -2%
GG
512
Gofen & Glossberg
Illinois
$473K
RRC
513
Relaxing Retirement Coach
Massachusetts
$473K +$461K +3,190 New
FPGK
514
Financial Partners Group (Kansas)
Kansas
$472K +$462K +3,196 New
CA
515
Continuum Advisory
Idaho
$469K +$14K +97 +3%
SXL
516
Summit X LLC
Missouri
$462K
AWM
517
Avior Wealth Management
Nebraska
$461K -$23.1K -160 -5%
Kovitz Investment Group Partners
518
Kovitz Investment Group Partners
Illinois
$461K
LCM
519
Logan Capital Management
Pennsylvania
$458K -$24.6K -170 -5%
HFA
520
High Falls Advisors
New York
$458K -$5.21K -36 -1%
DWT
521
Dorsey & Whitney Trust
South Dakota
$458K +$19.5K +135 +5%
CFIA
522
Cantor Fitzgerald Investment Advisors
New York
$457K
FC
523
Financial Consulate
Maryland
$456K -$72K -498 -14%
CMO
524
Covenant Multifamily Offices
Texas
$453K
HTC
525
Haverford Trust Company
Pennsylvania
$453K +$32.7K +226 +8%