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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
901
Brown Brothers Harriman & Co
New York
$1.94M +$317K +1,423 +21%
GWMR
902
GC Wealth Management RIA
Massachusetts
$1.94M +$64.9K +291 +4%
FA
903
FDx Advisors
Illinois
$1.93M +$28.6K +128 +2%
PVI
904
Pine Valley Investments
New Jersey
$1.93M +$892 +4 +0%
CP
905
Camelot Portfolios
Ohio
$1.91M -$185K -828 -9%
BHWM
906
Beaird Harris Wealth Management
Texas
$1.89M -$33.9K -152 -2%
CFA
907
Cahill Financial Advisors
Minnesota
$1.89M -$54K -242 -3%
TFA
908
TPG Financial Advisors
Oregon
$1.88M -$8.25K -37 -0.5%
ACA
909
Affinity Capital Advisors
California
$1.88M -$19.4K -87 -1%
ACM
910
AlphaStar Capital Management
North Carolina
$1.88M +$1.77M +7,942 New
FW
911
Fairway Wealth
Ohio
$1.88M +$551K +2,472 +45%
MCM
912
MidAtlantic Capital Management
Virginia
$1.88M +$6.47K +29 +0.4%
WS
913
Wedbush Securities
California
$1.88M -$263K -1,179 -13%
PFSC
914
Peoples Financial Services Corp
Pennsylvania
$1.86M -$578K -2,591 -25%
DL
915
DOHJ LLC
Washington
$1.86M +$1.69M +7,557 +598%
CCM
916
Canal Capital Management
Virginia
$1.85M – – –
SL
917
SFM LLC
New Hampshire
$1.85M -$132K -593 -7%
HAIM
918
Hunter Associates Investment Management
Pennsylvania
$1.84M +$50K +224 +3%
TCM
919
Traynor Capital Management
Pennsylvania
$1.84M +$872K +3,909 +103%
ESB
920
Essex Savings Bank
Connecticut
$1.83M +$29K +130 +2%
BlackRock
921
BlackRock
New York
$1.82M +$129K +579 +8%
MFG
922
MidWestOne Financial Group
Iowa
$1.82M -$19.4K -87 -1%
PAM
923
Peak Asset Management
Colorado
$1.81M – – –
KHCM
924
Kirtland Hills Capital Management
Ohio
$1.81M -$760K -3,406 -31%
SFS
925
Sowell Financial Services
Arkansas
$1.81M -$5.13K -23 -0.3%