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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
851
Barrett & Company
Rhode Island
$1.25M +$34.5K +178 +3%
Luther King Capital Management (LKCM)
852
Luther King Capital Management (LKCM)
Texas
$1.25M – – –
CIC
853
Carnegie Investment Counsel
Ohio
$1.25M +$11.8K +61 +0.9%
AL
854
ACAS LLC
California
$1.25M +$12.4K +64 +1%
BWM
855
BCS Wealth Management
Tennessee
$1.25M +$304K +1,565 +31%
AP
856
Adero Partners
California
$1.25M – – –
MWM
857
Modera Wealth Management
New Jersey
$1.24M +$124K +639 +11%
SIA
858
Soltis Investment Advisors
Utah
$1.23M +$680K +3,506 +118%
VC
859
Vicus Capital
Pennsylvania
$1.23M -$24.6K -127 -2%
FCP
860
Fidelis Capital Partners
Florida
$1.23M +$1.28M +6,610 New
EBA
861
Eagle Bay Advisors
New York
$1.22M -$6.79K -35 -0.5%
SC
862
SouthState Corp
Florida
$1.21M +$1.94K +10 +0.2%
BMCM
863
Bryn Mawr Capital Management
Pennsylvania
$1.2M +$14.7K +76 +1%
CPA
864
Cardiff Park Advisors
California
$1.19M +$10.5K +54 +0.9%
SSW
865
Stone Summit Wealth
Florida
$1.19M +$110K +566 +10%
ES
866
Eagle Strategies
New York
$1.18M -$178K -918 -13%
EAM
867
Evanson Asset Management
California
$1.18M +$1.94K +10 +0.2%
MFWP
868
Mosaic Family Wealth Partners
Missouri
$1.18M -$134K -692 -10%
RIM
869
Rockbridge Investment Management
New York
$1.17M -$1.16K -6 -0.1%
SSWG
870
Seven Springs Wealth Group
Tennessee
$1.17M -$20.6K -106 -2%
BFIM
871
Beese Fulmer Investment Management
Ohio
$1.17M -$35.7K -184 -3%
FI
872
FIDELIS iM
Oregon
$1.15M – – –
WPC
873
Waters Parkerson & Co
Louisiana
$1.15M +$19.4K +100 +2%
LG
874
LAM Group
Oregon
$1.15M -$30.1K -155 -2%
FCM
875
Family Capital Management
Michigan
$1.15M -$153K -788 -12%