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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
876
Biltmore Family Office
North Carolina
$785K
ASW
877
Astoria Strategic Wealth
Texas
$783K -$886 -4 -0.1%
IFG
878
Independent Financial Group
California
$780K +$29.5K +133 +4%
MFA
879
Mayflower Financial Advisors
Massachusetts
$770K +$19.3K +87 +3%
NWS
880
Newport Wealth Strategies
California
$768K -$17.7K -80 -2%
Renaissance Technologies
881
Renaissance Technologies
New York
$766K -$1.75M -7,900 -70%
SWM
882
Stockman Wealth Management
Montana
$759K +$44.3K +200 +6%
FPTW
883
Franklin, Parlapiano, Turner & Welch
Texas
$754K
NAM
884
NorthCoast Asset Management
Connecticut
$749K +$65.8K +297 +10%
RM
885
Resource Management
Louisiana
$748K +$232K +1,048 +46%
CFO
886
CVA Family Office
Colorado
$745K +$30.6K +138 +4%
GG
887
Gofen & Glossberg
Illinois
$740K +$4.88K +22 +0.7%
AC
888
Abbrea Capital
California
$738K
DI
889
Disciplined Investments
Oklahoma
$734K -$19.3K -87 -3%
DI
890
DFPG Investments
Utah
$733K -$76.2K -344 -9%
SWP
891
Strategic Wealth Partners
Ohio
$729K +$717K +3,236 New
AT
892
Arden Trust
Delaware
$728K -$212K -956 -23%
SFG
893
StrategIQ Financial Group
Indiana
$728K -$6.65K -30 -0.9%
ZB
894
Zions Bancorporation
Utah
$725K
LNWTC
895
Laird Norton Wetherby Trust Company
Washington
$722K +$57.4K +259 +9%
CCA
896
Cobblestone Capital Advisors
New York
$720K -$105K -475 -13%
ATIA
897
American Trust Investment Advisors
New Hampshire
$718K +$19.3K +87 +3%
AFG
898
Allegheny Financial Group
Pennsylvania
$718K +$706K +3,188 New
CIA
899
Capital Investment Advisors
Georgia
$717K +$222 +1 +0%
OIA
900
Optimum Investment Advisors
Illinois
$715K -$393K -1,775 -36%