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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
801
Bradley Foster & Sargent
Connecticut
$998K +$134K +634 +16%
DSA
802
Droms Strauss Advisors
Missouri
$997K +$21.5K +102 +2%
TCA
803
Transcend Capital Advisors
New Jersey
$993K +$55.4K +263 +6%
MWA
804
MFA Wealth Advisors
Pennsylvania
$992K +$1,000K +4,746 New
Fisher Asset Management
805
Fisher Asset Management
Washington
$988K +$477K +2,265 +96%
TFA
806
Teamwork Financial Advisors
Texas
$988K +$973K +4,617 New
LWM
807
Lyell Wealth Management
California
$982K +$506K +2,400 +110%
TP
808
Tranquility Partners
Tennessee
$981K +$25.7K +122 +3%
DAS
809
Dynamic Advisor Solutions
Arizona
$980K -$4.18M -19,846 -81%
CIAS
810
Capital Investment Advisory Services
North Carolina
$974K -$14.1K -67 -1%
OFG
811
Oxford Financial Group
Indiana
$974K – – –
SYBT
812
Stock Yards Bank & Trust
Kentucky
$969K -$141K -668 -13%
CFAM
813
Center For Asset Management
Florida
$967K -$120K -570 -11%
SCI
814
Stableford Capital II
Arizona
$966K -$158K -751 -14%
RA
815
Rodgers & Associates
Pennsylvania
$964K -$26.8K -127 -3%
GJIC
816
Gamble Jones Investment Counsel
California
$963K +$105K +500 +13%
VRM
817
Vectors Research Management
New York
$948K -$124K -587 -12%
KF
818
Krilogy Financial
Missouri
$947K +$113K +537 +14%
SGCA
819
Steel Grove Capital Advisors
Tennessee
$937K -$120K -568 -11%
AssetMark Inc
820
AssetMark Inc
California
$935K -$666K -3,163 -42%
SDWMA
821
Schneider Downs Wealth Management Advisors
Pennsylvania
$935K -$13.3K -63 -1%
SNBOSD
822
Security National Bank of So Dak
Iowa
$933K -$82.2K -390 -8%
SWM
823
Soundmark Wealth Management
Washington
$926K +$412K +1,956 +83%
NGA
824
Naples Global Advisors
Florida
$925K -$6.95K -33 -0.8%
BOM
825
Bank of Marin
California
$921K – – –