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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
826
TPG Financial Advisors
Oregon
$325K -$40.6K -255 -11%
NAM
827
NTV Asset Management
West Virginia
$323K
CAL
828
Capital Advisors Ltd
Ohio
$323K +$31.9K +200 +11%
HPWM
829
Highland Private Wealth Management
Washington
$322K +$310K +1,944 New
SKK
830
Shepherd Kaplan Krochuk
Massachusetts
$318K +$11.6K +73 +4%
BFS
831
Bradley Foster & Sargent
Connecticut
$317K +$60.8K +382 +25%
PCM
832
Poehling Capital Management
Wisconsin
$315K +$303K +1,904 New
VBFP
833
Valtinson Bruner Financial Planning
Minnesota
$314K +$302K +1,898 New
FWP
834
FAS Wealth Partners
Kansas
$313K
BC
835
Burney Company
Virginia
$312K +$17K +107 +6%
MA
836
Modus Advisors
Minnesota
$312K +$300K +1,882 New
TFF
837
The Family Firm
Maryland
$310K -$30.3K -190 -9%
SFSIG
838
San Francisco Sentry Investment Group
California
$309K
MIC
839
Meridian Investment Counsel
California
$308K +$4.78K +30 +2%
EA
840
Evergreen Advisors
Tennessee
$307K +$1.59K +10 +0.5%
CIBC World Market
841
CIBC World Market
Ontario, Canada
$307K +$13.2K +83 +5%
NCM
842
Northwest Capital Management
Oregon
$306K +$294K +1,843 New
SCA
843
Stokes Capital Advisors
South Carolina
$304K
HR
844
Howe & Rusling
New York
$303K +$9.56K +60 +3%
MIC
845
Means Investment Company
Maine
$301K -$37.8K -237 -12%
TA
846
Trellis Advisors
Washington
$301K +$47.5K +298 +20%
CT
847
Cambridge Trust
Massachusetts
$301K +$289K +1,815 New
SWM
848
Stockman Wealth Management
Montana
$299K
ACM
849
Advisors Capital Management
New Jersey
$299K +$45.4K +285 +19%
HR
850
Hayden Royal
North Carolina
$297K -$6.21K -39 -2%