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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
651
Beese Fulmer Investment Management
Ohio
$522K +$679K +4,518 New
FWM
652
Frontier Wealth Management
Missouri
$513K +$104K +691 +18%
DWM
653
Doyle Wealth Management
Florida
$512K +$56.1K +373 +9%
SFWC
654
Strategic Family Wealth Counselors
New Jersey
$511K -$668K -4,444 -50%
LDB
655
Lee, Danner & Bass
Tennessee
$510K
BWA
656
Burt Wealth Advisors
Maryland
$509K +$46.9K +312 +8%
LCOV
657
London Company of Virginia
Virginia
$507K +$660K +4,390 New
WCFA
658
Walkner Condon Financial Advisors
Wisconsin
$504K -$27.8K -185 -4%
NGA
659
Naples Global Advisors
Florida
$504K -$3.01K -20 -0.5%
IWMA
660
Ironwood Wealth Management (Arizona)
Arizona
$500K -$69K -459 -10%
GFPC
661
Global Financial Private Client
Florida
$498K +$3.31K +22 +0.5%
BOM
662
Bank of Marin
California
$497K +$646K +4,300 New
RWRC
663
R.W. Roge & Company
New York
$491K -$137K -912 -18%
RCA
664
Rex Capital Advisors
Rhode Island
$491K
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$491K +$637K +4,236 +30,257%
PO
666
Private Ocean
California
$488K
SPA
667
Sentinel Pension Advisors
Massachusetts
$486K +$264K +1,757 +72%
BCM
668
Breiter Capital Management
Florida
$485K +$631K +4,200 New
SNBOSD
669
Security National Bank of So Dak
Iowa
$484K -$14.7K -98 -2%
MHIC
670
Marble Harbor Investment Counsel
Massachusetts
$478K +$622K +4,140 New
ACP
671
Ashfield Capital Partners
California
$477K -$991K -6,596 -62%
VFA
672
Valeo Financial Advisors
Indiana
$476K +$37.7K +251 +7%
W
673
WealthStone
Ohio
$474K -$164K -1,091 -21%
ESB
674
Essex Savings Bank
Connecticut
$473K +$61K +406 +11%
CIC
675
Carnegie Investment Counsel
Ohio
$468K +$145K +965 +31%