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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
726
First United Bank & Trust
Maryland
$2.52M +$40.7K +211 +2%
CGPCS
727
Capital Group Private Client Services
California
$2.52M +$456K +2,367 +25%
Fiera Capital (Canada)
728
Fiera Capital (Canada)
Quebec, Canada
$2.51M +$1.28M +6,644 +130%
ASG
729
Ariston Services Group
California
$2.49M +$2.25M +11,662 New
OWA
730
Octavia Wealth Advisors
Ohio
$2.49M -$45.7K -237 -2%
FA
731
Flagstar Advisors
New York
$2.46M +$250K +1,296 +13%
FAIM
732
Financial Advocates Investment Management
Washington
$2.46M +$1.35M +7,010 +155%
CI
733
Cordant Inc
Oregon
$2.46M -$163K -847 -7%
PWP
734
Principle Wealth Partners
Connecticut
$2.46M -$132K -684 -6%
PA
735
Procyon Advisors
Connecticut
$2.42M -$93.8K -487 -4%
TFM
736
TFC Financial Management
Massachusetts
$2.42M +$101K +522 +5%
GSIS
737
Global Strategic Investment Solutions
Arizona
$2.42M -$309K -1,605 -12%
Koshinski Asset Management
738
Koshinski Asset Management
Illinois
$2.42M -$8.17M -42,397 -79%
MBI
739
May Barnhard Investments
Maryland
$2.42M +$2.18M +11,333 New
EWM
740
Evermay Wealth Management
Virginia
$2.41M -$150K -780 -6%
WI
741
Wintrust Investments
Illinois
$2.4M -$23.5K -122 -1%
RA
742
RFG Advisory
Alabama
$2.4M +$421K +2,186 +24%
GLLW
743
Graves Light Lenhart Wealth
Virginia
$2.4M -$35.3K -183 -2%
WP
744
WealthSource Partners
California
$2.4M -$155K -805 -7%
KA
745
Klingman & Associates
New York
$2.39M -$149K -774 -6%
MFT
746
Moisand Fitzgerald Tamayo
Florida
$2.38M -$124K -645 -5%
TF
747
Tompkins Financial
New York
$2.36M +$269K +1,397 +14%
HFAS
748
Hummer Financial Advisory Services
Illinois
$2.35M – – –
SEI Investments
749
SEI Investments
Pennsylvania
$2.35M +$77.1K +400 +4%
TI
750
Tidal Investments
Wisconsin
$2.35M +$35.8K +186 +2%