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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
876
RegentAtlantic Capital
New Jersey
$788K +$65.4K +295 +9%
BFO
877
Biltmore Family Office
North Carolina
$785K – – –
ASW
878
Astoria Strategic Wealth
Texas
$783K -$886 -4 -0.1%
IFG
879
Independent Financial Group
California
$780K +$29.5K +133 +4%
MFA
880
Mayflower Financial Advisors
Massachusetts
$770K +$19.3K +87 +3%
NWS
881
Newport Wealth Strategies
California
$768K -$17.7K -80 -2%
Renaissance Technologies
882
Renaissance Technologies
New York
$766K -$1.75M -7,900 -70%
SWM
883
Stockman Wealth Management
Montana
$759K +$44.3K +200 +6%
FPTW
884
Franklin, Parlapiano, Turner & Welch
Texas
$754K – – –
NAM
885
NorthCoast Asset Management
Connecticut
$749K +$65.8K +297 +10%
RM
886
Resource Management
Louisiana
$748K +$232K +1,048 +46%
CFO
887
CVA Family Office
Colorado
$745K +$30.6K +138 +4%
GG
888
Gofen & Glossberg
Illinois
$740K +$4.88K +22 +0.7%
AC
889
Abbrea Capital
California
$738K – – –
DI
890
Disciplined Investments
Oklahoma
$734K -$19.3K -87 -3%
DI
891
DFPG Investments
Utah
$733K -$76.2K -344 -9%
SWP
892
Strategic Wealth Partners
Ohio
$729K +$717K +3,236 New
AT
893
Arden Trust
Delaware
$728K -$212K -956 -23%
SFG
894
StrategIQ Financial Group
Indiana
$728K -$6.65K -30 -0.9%
ZB
895
Zions Bancorporation
Utah
$725K – – –
LNWTC
896
Laird Norton Wetherby Trust Company
Washington
$722K +$57.4K +259 +9%
CCA
897
Cobblestone Capital Advisors
New York
$720K -$105K -475 -13%
ATIA
898
American Trust Investment Advisors
New Hampshire
$718K +$19.3K +87 +3%
AFG
899
Allegheny Financial Group
Pennsylvania
$718K +$706K +3,188 New
CIA
900
Capital Investment Advisors
Georgia
$717K +$222 +1 +0%