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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
826
Beam Wealth Advisors
Louisiana
$957K +$70.5K +318 +8%
TWP
827
Tempus Wealth Planning
California
$950K -$641K -2,892 -41%
CFAM
828
Center For Asset Management
Florida
$949K -$68K -307 -7%
BWA
829
Burt Wealth Advisors
Maryland
$939K – – –
LNWWM
830
Laird Norton Wetherby Wealth Management
California
$935K +$284K +1,282 +45%
PO
831
Private Ocean
California
$931K -$8.2K -37 -0.9%
LDB
832
Lee, Danner & Bass
Tennessee
$923K +$9.97K +45 +1%
EFG
833
Everhart Financial Group
Ohio
$921K +$15.3K +69 +2%
TC
834
TAP Consulting
Missouri
$918K -$505K -2,281 -36%
RHBC
835
R.H. Bluestein & Co
Michigan
$917K +$185K +835 +26%
SFG
836
Sovereign Financial Group
Connecticut
$915K – – –
CSPAM
837
Cary Street Partners Asset Management
Virginia
$915K +$4.21K +19 +0.5%
PAM
838
Peak Asset Management
Colorado
$915K +$435K +1,965 +94%
SEP
839
Southland Equity Partners
Missouri
$909K +$46.5K +210 +5%
AssetMark Inc
840
AssetMark Inc
California
$902K -$80.9K -365 -8%
LCM
841
Logan Capital Management
Pennsylvania
$900K – – –
VFA
842
Valeo Financial Advisors
Indiana
$897K -$222 -1 -0%
1SB
843
1ST Source Bank
Indiana
$886K +$8.86K +40 +1%
BAS
844
Brown Advisory Securities
Maryland
$874K +$163K +735 +23%
RC
845
Rinet Company
Massachusetts
$873K – – –
BCP
846
Berkeley Capital Partners
Georgia
$872K +$13.5K +61 +2%
CPSAC
847
Chas P. Smith & Associates (CPS)
Florida
$868K – – –
SFP
848
Strategic Financial Partners
Oregon
$867K +$72.7K +328 +9%
FFN
849
Focus Financial Network
Minnesota
$859K +$16.2K +73 +2%
MPCG
850
Matrix Private Capital Group
New York
$858K -$1.55K -7 -0.2%