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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
601
Kohmann Bosshard Financial Services
Ohio
$604K +$596K +3,854 New
ESB
602
Essex Savings Bank
Connecticut
$603K +$65.7K +425 +12%
FBFS
603
First Business Financial Services
Wisconsin
$602K
RMAM
604
Raab & Moskowitz Asset Management
New Jersey
$598K -$68.3K -442 -10%
DWM
605
Doyle Wealth Management
Florida
$596K +$17K +110 +3%
PFS
606
Prospera Financial Services
Texas
$595K -$120K -774 -17%
UWM
607
USAdvisors Wealth Management
Minnesota
$593K +$585K +3,784 New
NEGWA
608
New England Guild Wealth Advisors
Connecticut
$592K -$2.94K -19 -0.5%
WA
609
WESPAC Advisors
California
$592K +$309 +2 +0.1%
SXL
610
Summit X LLC
Missouri
$591K
TW
611
TrinityPoint Wealth
Connecticut
$590K +$309 +2 +0.1%
MFGP
612
Marshall Financial Group (Pennsylvania)
Pennsylvania
$589K +$81.4K +527 +16%
PPA
613
Parametric Portfolio Associates
Washington
$585K +$154K +995 +36%
BFO
614
Boston Family Office
Massachusetts
$580K +$24.7K +160 +5%
BW
615
Bison Wealth
Georgia
$579K -$26.1K -169 -4%
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$578K +$15.6K +101 +3%
SIC
617
Sigma Investment Counselors
Michigan
$574K +$137K +889 +32%
UB
618
UMB Bank
Missouri
$572K -$32.1K -208 -5%
GWM
619
Geneos Wealth Management
Colorado
$568K +$56.9K +368 +11%
BC
620
Brinker Capital
Pennsylvania
$550K -$4.17K -27 -0.8%
CFC
621
Coyle Financial Counsel
Illinois
$547K -$70.9K -459 -12%
CWP
622
Capital Wealth Planning
Florida
$545K +$537K +3,478 New
SCM
623
Sterling Capital Management
North Carolina
$541K -$27.2K -176 -5%
FTI
624
Fiduciary Trust International
Massachusetts
$541K +$533K +3,451 New
Janus Henderson Group
625
Janus Henderson Group
$536K -$67.5K -437 -11%