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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FB
801
Fulton Bank
Pennsylvania
$408K +$407K +2,650 New
BFO
802
Boston Family Office
Massachusetts
$406K – – –
CAL
803
Capital Advisors Ltd
Ohio
$402K +$56.1K +365 +16%
TP
804
Tranquility Partners
Tennessee
$401K +$16.7K +109 +4%
KL
805
KWMG LLC
Kansas
$399K -$5.84K -38 -1%
ECM
806
Exchange Capital Management
Michigan
$399K – – –
CCA
807
Conservest Capital Advisors
Pennsylvania
$395K +$307 +2 +0.1%
BMCM
808
Bryn Mawr Capital Management
Pennsylvania
$388K – – –
SIA
809
Soltis Investment Advisors
Utah
$388K – – –
FWIA
810
Fort Washington Investment Advisors
Ohio
$387K +$24.9K +162 +7%
OSNBOA
811
Old Second National Bank of Aurora
Illinois
$385K – – –
BW
812
Bison Wealth
Georgia
$385K +$38.9K +253 +11%
PWP
813
Personal Wealth Partners
Minnesota
$382K – – –
AA
814
Advisory Alpha
Michigan
$378K -$153K -999 -30%
WP
815
WMS Partners
Maryland
$378K – – –
WPC
816
Waters Parkerson & Co
Louisiana
$378K +$5.84K +38 +2%
GSWM
817
Golden State Wealth Management
California
$377K -$494K -3,213 -57%
SHJ
818
Sharkey, Howes & Javer
Colorado
$376K +$375K +2,443 New
GP
819
Girard Partners
Pennsylvania
$375K -$7.99K -52 -2%
RVPG
820
Relative Value Partners Group
$375K +$1.38K +9 +0.4%
SC
821
Scotia Capital
Ontario, Canada
$374K +$19.7K +128 +6%
ACM
822
Advisors Capital Management
New Jersey
$369K +$14K +91 +4%
DI
823
Disciplined Investments
Oklahoma
$368K -$32.1K -209 -8%
PJB
824
Paul John Balson
California
$365K -$125K -815 -26%
GL
825
Graypoint LLC
New York
$364K – – –