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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAH
601
Kathryn A. Hall
$991K -$363K -2,366 -27%
KTA
602
Keeley-Teton Advisors
Illinois
$988K -$89.2K -581 -8%
VBFP
603
Valtinson Bruner Financial Planning
Minnesota
$985K +$600K +3,907 +172%
CCP
604
Clarkston Capital Partners
Michigan
$984K +$2K +13 +0.2%
PG
605
Proffitt & Goodson
Tennessee
$979K +$526K +3,424 +116%
EPP
606
ETF Portfolio Partners
Kansas
$975K +$10.8K +70 +1%
Millennium Management
607
Millennium Management
New York
$974K -$296K -1,929 -23%
LPIC
608
LeJeune Puetz Investment Counsel
Michigan
$970K – – –
RWG
609
Regal Wealth Group
California
$970K – – –
CCM
610
Covington Capital Management
California
$969K – – –
SCA
611
Stillwater Capital Advisors
Pennsylvania
$958K – – –
PTC
612
Private Trust Company
Ohio
$957K -$4.92K -32 -0.5%
WS
613
Wedbush Securities
California
$953K +$84.8K +552 +10%
HCMT
614
Highland Capital Management (Tennessee)
Tennessee
$953K +$169K +1,103 +22%
PSF
615
Pacific Sun Financial
California
$949K +$6.14K +40 +0.7%
SC
616
SouthState Corp
Florida
$945K +$34.6K +225 +4%
SFWC
617
Strategic Family Wealth Counselors
New Jersey
$943K +$44.5K +290 +5%
BPA
618
Beacon Pointe Advisors
California
$934K -$153K -993 -14%
TFCP
619
Twin Focus Capital Partners
Massachusetts
$933K – – –
PCM
620
Parsons Capital Management
Rhode Island
$931K -$7.53K -49 -0.8%
WP
621
WealthSource Partners
California
$930K – – –
MAS
622
Madden Advisory Services
Florida
$923K -$633K -4,120 -41%
OIA
623
Optimum Investment Advisors
Illinois
$923K -$115K -750 -11%
AIC
624
Ameritas Investment Company
Nebraska
$922K – – –
TCPWM
625
Traverso Chambers Private Wealth Management
California
$921K -$135K -879 -13%