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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
926
Strategic Financial Services
New York
$463K +$13.8K +78 +3%
MCP
927
Mirador Capital Partners
California
$463K +$420K +2,380 New
RVPG
928
Relative Value Partners Group
$462K -$11.1K -63 -3%
SWM
929
Soundmark Wealth Management
Washington
$461K +$418K +2,367 New
Fisher Asset Management
930
Fisher Asset Management
Washington
$457K +$415K +2,350 New
NWS
931
Newport Wealth Strategies
California
$449K
HIA
932
Harbor Investment Advisory
Maryland
$444K +$75.2K +426 +23%
HWA
933
Heritage Wealth Advisors
Virginia
$439K
ECM
934
EagleClaw Capital Management
Massachusetts
$438K
FRA
935
Front Row Advisors
California
$438K
CAM
936
Carret Asset Management
New York
$428K -$88.2K -500 -19%
MWA
937
Moser Wealth Advisors
Washington
$428K -$6.17K -35 -2%
OC
938
Oakworth Capital
Alabama
$427K
LWM
939
Lyell Wealth Management
California
$426K +$386K +2,188 New
ICP
940
Interchange Capital Partners
Pennsylvania
$425K +$386K +2,188 New
SBH
941
Segall Bryant & Hamill
Illinois
$423K -$176 -1 -0%
CFC
942
Coyle Financial Counsel
Illinois
$422K -$17.3K -98 -4%
CTA
943
Colonial Trust Advisors
South Carolina
$420K +$381K +2,157 New
PFGIA
944
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$146K +830 +63%
WAM
945
WNY Asset Management
New York
$419K +$376K +2,131 New
TC
946
Toews Corporation
New Jersey
$418K -$2.65K -15 -0.7%
BDFN
947
Bond & Devick Financial Network
Minnesota
$418K +$379K +2,148 New
LGA
948
Lebenthal Global Advisors
New York
$418K +$379K +2,150 New
NPF
949
Norris Perne & French
Michigan
$416K
SPA
950
Sentinel Pension Advisors
Massachusetts
$413K -$20.6K -117 -5%