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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$1.23M +$215K +1,160 +21%
Luther King Capital Management (LKCM)
852
Luther King Capital Management (LKCM)
Texas
$1.23M – – –
KWM
853
Kingsview Wealth Management
Oregon
$1.21M +$494K +2,668 +68%
MSS
854
Mitchell Sinkler & Starr
Pennsylvania
$1.21M -$5.56K -30 -0.5%
VC
855
Vicus Capital
Pennsylvania
$1.21M -$176K -947 -13%
IC
856
IEQ Capital
California
$1.21M -$141K -763 -10%
AP
857
Adero Partners
California
$1.21M – – –
SVWAG
858
Sound View Wealth Advisors Group
Georgia
$1.2M +$542K +2,924 +108%
API
859
Advisor Partners II
California
$1.2M – – –
CIC
860
Carnegie Investment Counsel
Ohio
$1.2M +$10.2K +55 +0.8%
AL
861
ACAS LLC
California
$1.2M +$1.21M +6,526 New
EBA
862
Eagle Bay Advisors
New York
$1.19M +$398K +2,145 +50%
CFO
863
Collective Family Office
Pennsylvania
$1.18M -$738K -3,983 -38%
BC
864
Barrett & Company
Rhode Island
$1.18M – – –
PCIA
865
Prime Capital Investment Advisors
Kansas
$1.18M +$527K +2,845 +80%
SC
866
SouthState Corp
Florida
$1.17M -$1.11K -6 -0.1%
BFIM
867
Beese Fulmer Investment Management
Ohio
$1.17M +$25.8K +139 +2%
GJIC
868
Gamble Jones Investment Counsel
California
$1.17M – – –
SSWG
869
Seven Springs Wealth Group
Tennessee
$1.16M – – –
BMCM
870
Bryn Mawr Capital Management
Pennsylvania
$1.15M +$661K +3,564 +133%
RWM
871
Refined Wealth Management
Utah
$1.14M +$22.8K +123 +2%
CPA
872
Cardiff Park Advisors
California
$1.14M +$15.6K +84 +1%
LG
873
LAM Group
Oregon
$1.14M +$1.15M +6,210 New
RIM
874
Rockbridge Investment Management
New York
$1.14M -$47.3K -255 -4%
EAM
875
Evanson Asset Management
California
$1.14M -$52.3K -282 -4%