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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIC
601
Bassett Hargrove Investment Counsel
Delaware
$2.19M +$2.16M +9,740 New
RWA
602
Ropes Wealth Advisors
Massachusetts
$2.19M
IWM
603
IHT Wealth Management
Illinois
$2.18M +$482K +2,177 +29%
PWA
604
Peterson Wealth Advisors
Utah
$2.18M +$142K +641 +7%
GCP
605
Gill Capital Partners
Colorado
$2.17M +$656K +2,962 +44%
SFPM
606
Sensible Financial Planning & Management
Massachusetts
$2.17M -$149K -672 -7%
ACI
607
Alpha Cubed Investments
California
$2.15M +$47.2K +213 +2%
TFO
608
Tarbox Family Office
California
$2.13M +$94K +424 +5%
FAIM
609
Financial Advocates Investment Management
Washington
$2.13M -$581K -2,620 -22%
PFG
610
PAX Financial Group
Texas
$2.12M -$116K -525 -5%
CFA
611
Carroll Financial Associates
North Carolina
$2.12M +$78.5K +354 +4%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$2.1M +$203K +917 +11%
SC
613
Schoolcraft Capital
Colorado
$2.1M -$70.9K -320 -3%
RI
614
Ridgewood Investments
New Jersey
$2.1M -$27.5K -124 -1%
BAMG
615
Brand Asset Management Group
Missouri
$2.09M +$2.44K +11 +0.1%
B
616
Bailard
California
$2.08M +$56.3K +254 +3%
SAF
617
Smith Anglin Financial
Texas
$2.08M -$65.8K -297 -3%
CM
618
Columbus Macro
Pennsylvania
$2.07M -$7.76K -35 -0.4%
Luther King Capital Management (LKCM)
619
Luther King Capital Management (LKCM)
Texas
$2.07M
TA
620
TrueWealth Advisors
Alabama
$2.07M +$212K +956 +12%
FNBT
621
FineMark National Bank & Trust
Florida
$2.06M +$371K +1,673 +22%
SPIO
622
Seven Post Investment Office
California
$2.05M
GLA
623
Great Lakes Advisors
Illinois
$2.05M +$58.1K +262 +3%
CFA
624
Cahill Financial Advisors
Minnesota
$2.04M -$172K -777 -8%
FA
625
Fermata Advisors
California
$2.04M +$705K +3,180 +54%