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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAC
501
Harbor Advisory Corp
New Hampshire
$3.18M +$181K +815 +6%
FB
502
First Bancorp
Maine
$3.17M +$3.22M +14,500 New
WJWM
503
Williams Jones Wealth Management
New York
$3.17M +$26.2K +118 +0.8%
GL
504
Graypoint LLC
New York
$3.17M +$518K +2,329 +19%
BIM
505
Bridges Investment Management
Nebraska
$3.13M -$38.9K -175 -1%
DWM
506
Dakota Wealth Management
Florida
$3.11M -$73.4K -330 -2%
FPS
507
Fieldpoint Private Securities
Connecticut
$3.1M +$162K +730 +5%
GPWA
508
Great Point Wealth Advisors
Massachusetts
$3.08M – – –
BKA
509
Brick & Kyle Associates
Pennsylvania
$3.08M +$2K +9 +0.1%
IA
510
IFG Advisors
Missouri
$3.08M +$34K +153 +1%
BAM
511
Belpointe Asset Management
Nevada
$3.08M +$507K +2,279 +19%
IP
512
Investment Partners
Ohio
$3.07M -$53.8K -242 -2%
MFT
513
Moisand Fitzgerald Tamayo
Florida
$3.07M -$26.7K -120 -0.8%
IFAM
514
Institutional & Family Asset Management
Colorado
$3.05M -$1.62M -7,286 -34%
SLT
515
St Louis Trust
Missouri
$3.03M +$193K +868 +7%
CTC
516
Central Trust Company
Missouri
$3.03M +$411K +1,849 +15%
WF
517
Welch & Forbes
Massachusetts
$3.02M +$1.99M +8,950 +184%
AL
518
Aspiriant LLC
California
$2.99M -$128K -575 -4%
KP
519
Keel Point
Alabama
$2.98M -$225K -1,013 -7%
FUBT
520
First United Bank & Trust
Maryland
$2.98M -$104K -470 -3%
CWM
521
Cranbrook Wealth Management
Michigan
$2.97M -$21.1K -95 -0.7%
ACA
522
Affinity Capital Advisors
California
$2.96M -$43.1K -194 -1%
MHIC
523
Marble Harbor Investment Counsel
Massachusetts
$2.93M +$394K +1,773 +15%
Renaissance Technologies
524
Renaissance Technologies
New York
$2.93M +$2.22M +10,000 +294%
CI
525
Conning Inc
Connecticut
$2.93M – – –