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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
651
Bernardo Wealth Planning
Pennsylvania
$476K +$2.53K +17 +0.5%
WF
652
Welch & Forbes
Massachusetts
$475K -$3.72K -25 -0.8%
Kovitz Investment Group Partners
653
Kovitz Investment Group Partners
Illinois
$475K +$1.34K +9 +0.3%
CMO
654
Covenant Multifamily Offices
Texas
$468K
WFG
655
Wills Financial Group
Virginia
$464K +$48.3K +325 +12%
BFM
656
Boston Financial Management
Massachusetts
$463K
AWM
657
Avior Wealth Management
Nebraska
$461K -$8.18K -55 -2%
FPGK
658
Financial Partners Group (Kansas)
Kansas
$459K +$14.9K +100 +3%
LCM
659
Logan Capital Management
Pennsylvania
$458K
AA
660
Ancora Advisors
Ohio
$451K +$91.6K +616 +26%
RWMH
661
Riverpoint Wealth Management Holdings
Illinois
$450K
ATIA
662
American Trust Investment Advisors
New Hampshire
$450K +$84.7K +570 +24%
FHA
663
First Horizon Advisors
Tennessee
$449K +$2.97K +20 +0.7%
GAM
664
Griffin Asset Management
New York
$448K +$9.22K +62 +2%
SWM
665
SeaCrest Wealth Management
New York
$443K +$5.05K +34 +1%
CIC
666
Carnegie Investment Counsel
Ohio
$439K +$9.07K +61 +2%
AFNAS
667
American Financial Network Advisory Services
California
$437K -$1.07M -7,168 -71%
1SB
668
1ST Source Bank
Indiana
$434K +$2.97K +20 +0.7%
SBH
669
Segall Bryant & Hamill
Illinois
$432K +$2.23K +15 +0.5%
ECM
670
EagleClaw Capital Management
Massachusetts
$431K
LC
671
Lindbrook Capital
California
$424K -$6.99K -47 -2%
SIC
672
Sigma Investment Counselors
Michigan
$424K
SBIA
673
Sheaff Brock Investment Advisors
Indiana
$419K
PPA
674
Parametric Portfolio Associates
Washington
$419K +$145K +978 +56%
SWM
675
SigFig Wealth Management
California
$416K -$16.9K -114 -4%