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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
901
Fermata Advisors
California
$717K -$1.28M -5,748 -64%
SFG
902
StrategIQ Financial Group
Indiana
$711K +$4.22K +19 +0.6%
CIA
903
Capital Investment Advisors
Georgia
$711K +$15.1K +68 +2%
TC
904
TownSquare Capital
Utah
$710K +$94K +423 +15%
ATIA
905
American Trust Investment Advisors
New Hampshire
$708K +$11.1K +50 +2%
BA
906
Bridgewater Advisors
New York
$706K +$59.4K +267 +9%
AFG
907
Allegheny Financial Group
Pennsylvania
$705K +$8.22K +37 +1%
RTS
908
Round Table Services
New Jersey
$704K +$14.7K +66 +2%
LNWTC
909
Laird Norton Wetherby Trust Company
Washington
$700K
HIA
910
Harbor Investment Advisory
Maryland
$694K +$187K +843 +36%
DL
911
DOHJ LLC
Washington
$693K +$672K +3,021 New
LA
912
LexAurum Advisors
Kansas
$688K +$19.8K +89 +3%
BFC
913
Bedel Financial Consulting
Indiana
$686K +$1.78K +8 +0.3%
AAMC
914
Asset Allocation & Management Company
Illinois
$684K -$1.63M -7,325 -70%
JSL
915
JT Stratford LLC
Georgia
$684K +$42.7K +192 +7%
CAL
916
Capital Advisors Ltd
Ohio
$682K
KCM
917
Kendall Capital Management
Maryland
$679K +$62.7K +282 +10%
SWM
918
Segment Wealth Management
Texas
$676K +$889 +4 +0.1%
WP
919
WMS Partners
Maryland
$673K
BBHC
920
Brown Brothers Harriman & Co
New York
$671K -$1.29M -5,812 -65%
GWM
921
Geneos Wealth Management
Colorado
$670K -$22K -99 -3%
TNB
922
Thomasville National Bank
Georgia
$667K
LFF
923
Level Four Financial
Texas
$663K +$150K +675 +29%
WWM
924
Windsor Wealth Management
Indiana
$660K +$118K +533 +22%
QCM
925
Quest Capital Management
Texas
$659K +$195K +878 +41%