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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
526
Boston Financial Management
Massachusetts
$452K -$30.4K -210 -6%
OC
527
Oarsman Capital
Wisconsin
$448K -$98.5K -681 -18%
RCAG
528
Rehmann Capital Advisory Group
Michigan
$448K +$868 +6 +0.2%
GJIC
529
Gamble Jones Investment Counsel
California
$447K -$29.4K -203 -6%
WEC
530
Winslow Evans & Crocker
Massachusetts
$444K +$30.4K +210 +8%
GWM
531
Geneos Wealth Management
Colorado
$441K -$8.24K -57 -2%
SCM
532
Sterling Capital Management
North Carolina
$433K +$147K +1,015 +53%
VFP
533
Verus Financial Partners
Virginia
$432K -$7.38K -51 -2%
DWM
534
Doyle Wealth Management
Florida
$432K +$192K +1,327 +83%
WFG
535
Wills Financial Group
Virginia
$428K +$419K +2,896 New
MIA
536
MainStreet Investment Advisors
Illinois
$428K +$419K +2,897 New
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$427K -$723 -5 -0.2%
WPC
538
Waters Parkerson & Co
Louisiana
$427K
SIC
539
Sigma Investment Counselors
Michigan
$426K
LRIA
540
Leonard Rickey Investment Advisors
Washington
$425K +$416K +2,878 New
CC
541
Claybrook Capital
Massachusetts
$421K +$412K +2,850 New
ATIA
542
American Trust Investment Advisors
New Hampshire
$419K -$723 -5 -0.2%
ECM
543
EagleClaw Capital Management
Massachusetts
$416K
PWW
544
Pettyjohn Wood & White
Virginia
$415K +$33.3K +230 +9%
VHAM
545
Van Hulzen Asset Management
California
$409K -$64.2K -444 -14%
Thrivent Financial for Lutherans
546
Thrivent Financial for Lutherans
Minnesota
$409K +$3.33K +23 +0.8%
IF
547
Ironwood Financial
Arizona
$403K +$1.88K +13 +0.5%
DIA
548
Denver Investment Advisors
Colorado
$403K +$33K +228 +9%
DCM
549
Dimension Capital Management
Florida
$403K +$395K +2,728 New
CAM
550
Crestone Asset Management
Colorado
$400K -$98.6K -682 -20%