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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
826
Fort Point Capital Partners
California
$980K -$682K -3,070 -41%
SL
827
Systelligence LLC
Minnesota
$975K +$361K +1,626 +57%
VFIC
828
Valley Forge Investment Consultants
Pennsylvania
$968K +$1.11K +5 +0.1%
SFP
829
Strategic Financial Partners
Oregon
$968K +$129K +581 +15%
RM
830
Resource Management
Louisiana
$968K +$246K +1,106 +33%
SFA
831
Souders Financial Advisors
Ohio
$948K +$2.67K +12 +0.3%
BOM
832
Bank of Marin
California
$940K
BWA
833
Burt Wealth Advisors
Maryland
$935K +$23.8K +107 +3%
RCA
834
Rex Capital Advisors
Rhode Island
$930K
LNWWM
835
Laird Norton Wetherby Wealth Management
California
$929K +$22.5K +101 +2%
XF
836
XML Financial
Maryland
$925K -$4.67K -21 -0.5%
CFAM
837
Center For Asset Management
Florida
$913K -$8K -36 -0.9%
Chevy Chase Trust
838
Chevy Chase Trust
Maryland
$912K -$106K -475 -10%
MWA
839
MFA Wealth Advisors
Pennsylvania
$908K -$128K -578 -12%
BAS
840
Brown Advisory Securities
Maryland
$907K +$58.9K +265 +7%
PO
841
Private Ocean
California
$904K
LDB
842
Lee, Danner & Bass
Tennessee
$901K +$5.33K +24 +0.6%
TC
843
TAP Consulting
Missouri
$896K +$4.22K +19 +0.5%
SEP
844
Southland Equity Partners
Missouri
$893K +$11.6K +52 +1%
EFG
845
Everhart Financial Group
Ohio
$891K -$3.11K -14 -0.3%
NGA
846
Naples Global Advisors
Florida
$890K -$44.5K -200 -5%
PFM
847
Parsec Financial Management
North Carolina
$889K
FIA
848
Foundations Investment Advisors
Arizona
$885K +$891K +4,007 New
LCM
849
Logan Capital Management
Pennsylvania
$877K +$3.33K +15 +0.4%
WAM
850
WNY Asset Management
New York
$873K +$83.1K +374 +10%