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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
751
Boston Family Office
Massachusetts
$437K -$143K -900 -25%
BC
752
Brinker Capital
Pennsylvania
$436K -$3.5K -22 -0.8%
ECM
753
Exchange Capital Management
Michigan
$436K
MFWM
754
Motley Fool Wealth Management
Virginia
$432K -$11.8K -74 -3%
KL
755
KWMG LLC
Kansas
$431K +$67.2K +422 +19%
AssetMark Inc
756
AssetMark Inc
California
$427K -$6.21K -39 -1%
KCM
757
Kendall Capital Management
Maryland
$427K
PWW
758
Pettyjohn Wood & White
Virginia
$427K +$478 +3 +0.1%
RMAM
759
Raab & Moskowitz Asset Management
New Jersey
$425K -$76.3K -479 -16%
Allianz Asset Management
760
Allianz Asset Management
Germany
$425K +$409K +2,565 New
TP
761
Tranquility Partners
Tennessee
$424K -$13.2K -83 -3%
LFA
762
Lighthouse Financial Advisors
Maryland
$423K +$407K +2,554 New
BMCM
763
Bryn Mawr Capital Management
Pennsylvania
$421K
PIG
764
Pantheon Investment Group
California
$414K +$398K +2,500 New
WPC
765
Waters Parkerson & Co
Louisiana
$413K -$6.69K -42 -2%
SP
766
Symmetry Partners
Connecticut
$412K
CAC
767
Certified Advisory Corp
Florida
$410K +$300K +1,883 +318%
SWP
768
Strategic Wealth Partners
Ohio
$408K +$5.89K +37 +2%
PIA
769
Pinion Investment Advisors
Kansas
$407K
SPA
770
Sentinel Pension Advisors
Massachusetts
$406K +$390K +2,449 New
PPA
771
Parametric Portfolio Associates
Washington
$404K -$28.5K -179 -7%
GLLW
772
Graves Light Lenhart Wealth
Virginia
$403K
MC
773
Moors & Cabot
Massachusetts
$403K +$20.1K +126 +5%
BWM
774
BigSur Wealth Management
Florida
$402K
TCOV
775
Trust Company of Vermont
Vermont
$401K +$58K +364 +18%