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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
726
Marble Harbor Investment Counsel
Massachusetts
$2.75M +$43.7K +203 +2%
GWA
727
Gibson Wealth Advisors
Texas
$2.73M +$2.57M +11,963 New
TF
728
Tompkins Financial
New York
$2.73M +$189K +878 +8%
OGF
729
Orin Green Financial
California
$2.71M -$2.76M -12,842 Closed
MGWA
730
Monument Group Wealth Advisors
Massachusetts
$2.71M -$287K -1,332 -10%
OWA
731
Octavia Wealth Advisors
Ohio
$2.7M +$30.8K +143 +1%
DT
732
Diversified Trust
Tennessee
$2.69M +$518K +2,407 +26%
Fiera Capital (Canada)
733
Fiera Capital (Canada)
Quebec, Canada
$2.69M – – –
SEI Investments
734
SEI Investments
Pennsylvania
$2.66M +$136K +634 +6%
PA
735
Procyon Advisors
Connecticut
$2.66M +$63K +293 +3%
TWM
736
Tanager Wealth Management
United Kingdom
$2.66M +$189K +878 +8%
PWP
737
Principle Wealth Partners
Connecticut
$2.66M +$21.9K +102 +0.9%
FC
738
Forte Capital
New York
$2.66M -$510K -2,371 -17%
ASG
739
Ariston Services Group
California
$2.65M -$17.9K -83 -0.7%
CFS
740
Coordinated Financial Services
Colorado
$2.63M +$2.48M +11,519 New
CFA
741
CWS Financial Advisors
Michigan
$2.63M +$207K +961 +9%
TFM
742
TFC Financial Management
Massachusetts
$2.62M +$27.5K +128 +1%
NEWAS
743
N.E.W. Advisory Services
Wisconsin
$2.61M +$113K +524 +5%
FAIM
744
Financial Advocates Investment Management
Washington
$2.6M -$34.8K -162 -1%
FA
745
Flagstar Advisors
New York
$2.6M -$36.6K -170 -1%
G
746
Gainplan
Michigan
$2.6M +$187K +871 +8%
MBI
747
May Barnhard Investments
Maryland
$2.58M -$7.96K -37 -0.3%
WI
748
Wintrust Investments
Illinois
$2.58M +$1.51K +7 +0.1%
KA
749
Klingman & Associates
New York
$2.57M +$10.3K +48 +0.4%
HFAS
750
Hummer Financial Advisory Services
Illinois
$2.56M +$36.1K +168 +2%