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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$235K +$234K +1,445 New
ONST
702
Old North State Trust
North Carolina
$234K +$233K +1,442 New
LF
703
Lee Financial
Texas
$232K
LWA
704
Lenox Wealth Advisors
New York
$232K
FANJ
705
Financial Architects (New Jersey)
New Jersey
$228K
FNBOMD
706
First National Bank of Mount Dora
Florida
$228K
PCP
707
Proficio Capital Partners
Massachusetts
$228K
EWA
708
Exencial Wealth Advisors
Oklahoma
$228K +$227K +1,401 New
FPCG
709
Fort Pitt Capital Group
Pennsylvania
$226K
GHA
710
GW Henssler & Associates
Georgia
$226K
SWM
711
Segment Wealth Management
Texas
$226K
FIM
712
Frontier Investment Management
Texas
$226K +$225K +1,391 New
KTC
713
Kistler-Tiffany Companies
Pennsylvania
$225K
WA
714
WealthTrust Axiom
Pennsylvania
$225K
BUB
715
BBVA USA Bancshares
Texas
$222K +$220K +1,363 New
BCM
716
Bienville Capital Management
New York
$216K
PWLP
717
Prio Wealth Limited Partnership
Massachusetts
$216K
MIC
718
Meridian Investment Counsel
California
$216K +$214K +1,326 New
CA
719
Continuum Advisory
Idaho
$215K +$216K +1,338 New
FA
720
FCG Advisors
New Jersey
$210K -$51.1K -316 -20%
FT
721
Fiduciary Trust
Massachusetts
$209K
HCMT
722
Highland Capital Management (Tennessee)
Tennessee
$208K +$207K +1,277 New
Lido Advisors
723
Lido Advisors
California
$207K -$2.35M -14,522 -92%
CB
724
Community Bank
New York
$207K
FCIM
725
Fairview Capital Investment Management
California
$204K -$64.5K -399 -24%