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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
801
Moneywise Inc
Virginia
$1.16M +$15.3K +81 +1%
VC
802
Veery Capital
Delaware
$1.16M -$107K -568 -8%
ES
803
Eagle Strategies
New York
$1.16M +$406K +2,152 +46%
NEGWA
804
New England Guild Wealth Advisors
Connecticut
$1.16M -$86.7K -459 -6%
PTC
805
Private Trust Company
Ohio
$1.16M +$187K +989 +17%
PAM
806
Peak Asset Management
Colorado
$1.16M +$170K +903 +15%
PCM
807
Passive Capital Management
Maryland
$1.15M – – –
ESB
808
Essex Savings Bank
Connecticut
$1.15M -$18.9K -100 -1%
LNWTC
809
Laird Norton Wetherby Trust Company
Washington
$1.14M +$591K +3,130 +88%
TFF
810
The Family Firm
Maryland
$1.14M -$155K -821 -11%
SS
811
Simplicity Solutions
Minnesota
$1.14M -$62.3K -330 -5%
AW
812
ACG Wealth
Georgia
$1.14M -$56.6K -300 -4%
MSS
813
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$203K +1,075 +19%
FB
814
Fulton Bank
Pennsylvania
$1.13M -$34.2K -181 -3%
JAG
815
Journey Advisory Group
Kentucky
$1.12M -$70.4K -373 -5%
CWA
816
Cornerstone Wealth Advisors
Minnesota
$1.12M -$63.4K -336 -5%
DP
817
Denver PWM
Colorado
$1.12M +$111K +587 +10%
BWP
818
BSW Wealth Partners
Colorado
$1.12M -$7.74K -41 -0.6%
API
819
Advisor Partners II
California
$1.12M +$1.23M +6,537 New
LPP
820
Life Planning Partners
Florida
$1.11M +$44.2K +234 +4%
EAM
821
Evanson Asset Management
California
$1.11M -$159K -842 -11%
BWM
822
Baystate Wealth Management
Massachusetts
$1.11M -$12.7K -67 -1%
CIC
823
Carnegie Investment Counsel
Ohio
$1.11M +$16.8K +89 +1%
RIM
824
Rockbridge Investment Management
New York
$1.1M +$67.4K +357 +6%
JA
825
JVL Associates
Michigan
$1.1M +$1.22M +6,449 New