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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
701
Rex Capital Advisors
Rhode Island
$620K
BCP
702
Berkeley Capital Partners
Georgia
$618K -$442K -3,288 -44%
PO
703
Private Ocean
California
$617K
QIM
704
Quantitative Investment Management
Virginia
$609K +$562K +4,186 New
FIM
705
Frontier Investment Management
Texas
$607K +$210K +1,561 +60%
WF
706
Welch & Forbes
Massachusetts
$599K +$101K +750 +22%
W
707
WealthStone
Ohio
$598K
MSS
708
Mitchell Sinkler & Starr
Pennsylvania
$597K -$814K -6,061 -60%
B
709
Bailard
California
$597K -$185K -1,377 -25%
CIC
710
Carnegie Investment Counsel
Ohio
$586K -$4.43K -33 -0.8%
SWA
711
Sutton Wealth Advisors
Florida
$581K +$314K +2,338 +142%
VFA
712
Voya Financial Advisors
Connecticut
$579K -$488K -3,632 -47%
RI
713
Ridgewood Investments
New Jersey
$577K +$531K +3,957 New
GWM
714
Greenwich Wealth Management
Connecticut
$570K +$525K +3,911 New
MCM
715
MAI Capital Management
Ohio
$569K -$822K -6,124 -61%
Prudential Financial
716
Prudential Financial
New Jersey
$567K -$652K -4,858 -56%
ZCM
717
Ziegler Capital Management
Illinois
$567K -$403K -3,000 -44%
ASW
718
Astoria Strategic Wealth
Texas
$563K -$331K -2,468 -39%
CPSAC
719
Chas P. Smith & Associates (CPS)
Florida
$562K
UBV
720
United Bank (Virginia)
Virginia
$562K
XF
721
XML Financial
Maryland
$558K +$514K +3,828 New
G
722
Gainplan
Michigan
$555K +$39.6K +295 +8%
WCFA
723
Walkner Condon Financial Advisors
Wisconsin
$553K -$76.4K -569 -13%
SFG
724
StrategIQ Financial Group
Indiana
$546K -$18K -134 -3%
BWL
725
Bogart Wealth LLC
Virginia
$545K -$495K -3,685 -50%