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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
751
SkyOak Wealth
Michigan
$2.34M +$118K +611 +6%
BRM
752
Boston Research & Management
Massachusetts
$2.33M -$47.4K -246 -2%
BJL
753
Brighton Jones LLC
Washington
$2.33M +$209K +1,086 +11%
SPIO
754
Seven Post Investment Office
California
$2.33M
NEWAS
755
N.E.W. Advisory Services
Wisconsin
$2.33M +$5.59K +29 +0.3%
TIM
756
Tortoise Investment Management
New York
$2.33M +$3.27K +17 +0.2%
CP
757
Camelot Portfolios
Ohio
$2.32M +$279K +1,450 +15%
PCS
758
Private Client Services
Kentucky
$2.32M +$2.09M +10,870 New
BWM
759
Boyd Wealth Management
California
$2.32M +$444K +2,305 +27%
RCM
760
Radnor Capital Management
Pennsylvania
$2.32M +$48K +249 +2%
AWM
761
Apollon Wealth Management
South Carolina
$2.3M +$12.5K +65 +0.6%
SL
762
SFM LLC
New Hampshire
$2.3M +$2.08M +10,783 New
TWM
763
Tanager Wealth Management
United Kingdom
$2.3M +$24.3K +126 +1%
IAA
764
Independent Advisor Alliance
North Carolina
$2.29M +$1.1M +5,685 +100%
Vontobel Holding
765
Vontobel Holding
Switzerland
$2.28M -$23.1K -120 -1%
KFA
766
Kelleher Financial Advisors
New York
$2.26M +$116K +600 +6%
MFGM
767
Marshall Financial Group (Maryland)
Maryland
$2.26M -$238K -1,235 -10%
CFA
768
CWS Financial Advisors
Michigan
$2.25M +$58.6K +304 +3%
SWA
769
Strategies Wealth Advisors
Michigan
$2.25M -$8.09K -42 -0.4%
EGWAG
770
Elwood & Goetz Wealth Advisory Group
Georgia
$2.25M +$13.9K +72 +0.7%
SYBT
771
Stock Yards Bank & Trust
Kentucky
$2.24M +$7.13K +37 +0.4%
MAM
772
Marquette Asset Management
Minnesota
$2.24M -$16.2K -84 -0.8%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$2.24M -$12.5K -65 -0.6%
G
774
Gainplan
Michigan
$2.24M +$32.6K +169 +2%
SF
775
SWP Financial
California
$2.23M +$2.02M +10,464 New