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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
826
Tempus Wealth Planning
California
$950K -$641K -2,892 -41%
CFAM
827
Center For Asset Management
Florida
$949K -$68K -307 -7%
BWA
828
Burt Wealth Advisors
Maryland
$939K
LNWWM
829
Laird Norton Wetherby Wealth Management
California
$935K +$284K +1,282 +45%
PO
830
Private Ocean
California
$931K -$8.2K -37 -0.9%
LDB
831
Lee, Danner & Bass
Tennessee
$923K +$9.97K +45 +1%
EFG
832
Everhart Financial Group
Ohio
$921K +$15.3K +69 +2%
TC
833
TAP Consulting
Missouri
$918K -$505K -2,281 -36%
RHBC
834
R.H. Bluestein & Co
Michigan
$917K +$185K +835 +26%
SFG
835
Sovereign Financial Group
Connecticut
$915K
CSPAM
836
Cary Street Partners Asset Management
Virginia
$915K +$4.21K +19 +0.5%
PAM
837
Peak Asset Management
Colorado
$915K +$435K +1,965 +94%
SEP
838
Southland Equity Partners
Missouri
$909K +$46.5K +210 +5%
AssetMark Inc
839
AssetMark Inc
California
$902K -$80.9K -365 -8%
LCM
840
Logan Capital Management
Pennsylvania
$900K
VFA
841
Valeo Financial Advisors
Indiana
$897K -$222 -1 -0%
1SB
842
1ST Source Bank
Indiana
$886K +$8.86K +40 +1%
BAS
843
Brown Advisory Securities
Maryland
$874K +$163K +735 +23%
RC
844
Rinet Company
Massachusetts
$873K
BCP
845
Berkeley Capital Partners
Georgia
$872K +$13.5K +61 +2%
CPSAC
846
Chas P. Smith & Associates (CPS)
Florida
$868K
SFP
847
Strategic Financial Partners
Oregon
$867K +$72.7K +328 +9%
FFN
848
Focus Financial Network
Minnesota
$859K +$16.2K +73 +2%
MPCG
849
Matrix Private Capital Group
New York
$858K -$1.55K -7 -0.2%
NSIM
850
North Star Investment Management
Illinois
$855K +$103K +465 +14%