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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNB
801
Camden National Bank
Maine
$257K -$15.5K -100 -6%
EW
802
Evoke Wealth
California
$256K +$258K +1,661 New
BCP
803
Blue Chip Partners
Michigan
$255K +$1.55K +10 +0.6%
CDH
804
Charles D. Hyman
$253K
MPM
805
Meritage Portfolio Management
Kansas
$253K +$465 +3 +0.2%
VFA
806
Valeo Financial Advisors
Indiana
$250K +$60.6K +391 +32%
JSL
807
JT Stratford LLC
Georgia
$249K
PWM
808
Perigon Wealth Management
California
$248K -$80.5K -519 -24%
EWA
809
Exencial Wealth Advisors
Oklahoma
$247K +$249K +1,608 New
1IA
810
1834 Investment Advisors
Wisconsin
$246K -$3.88K -25 -2%
Fisher Asset Management
811
Fisher Asset Management
Washington
$243K -$3.72K -24 -1%
BUB
812
BBVA USA Bancshares
Texas
$243K +$2.64K +17 +1%
BWP
813
BSW Wealth Partners
Colorado
$240K +$465 +3 +0.2%
CL
814
CPWM LLC
Washington
$239K +$465 +3 +0.2%
RFA
815
Reilly Financial Advisors
California
$237K +$137K +883 +134%
BFS
816
Bradley Foster & Sargent
Connecticut
$236K -$80.6K -520 -25%
RWA
817
River Wealth Advisors
Pennsylvania
$235K -$10.2K -66 -4%
PA
818
Parkside Advisors
California
$234K -$20.2K -130 -8%
ACM
819
Advisors Capital Management
New Jersey
$234K +$22.6K +146 +11%
FCB
820
First Command Bank
Texas
$233K -$15.5K -100 -6%
FCFS
821
First Command Financial Services
Texas
$233K -$15.5K -100 -6%
TA
822
Trellis Advisors
Washington
$233K
DE
823
Day & Ennis
Georgia
$232K +$1.4K +9 +0.6%
SG
824
StoneX Group
New York
$231K -$8.68K -56 -4%
HT
825
Heritage Trust
Oklahoma
$230K -$113K -726 -33%