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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
926
Legacy Private Trust
Wisconsin
$1.06M -$351K -1,860 -26%
SHFA
927
SC&H Financial Advisors
Maryland
$1.06M -$8.13K -43 -0.8%
SF
928
Safeguard Financial
Wisconsin
$1.06M -$1.89K -10 -0.2%
SGCA
929
Steel Grove Capital Advisors
Tennessee
$1.05M -$56.9K -301 -5%
VFA
930
Valeo Financial Advisors
Indiana
$1.05M -$5.48K -29 -0.5%
CSPAM
931
Cary Street Partners Asset Management
Virginia
$1.05M – – –
ASW
932
Astoria Strategic Wealth
Texas
$1.05M +$53.9K +285 +6%
SFC
933
Strategic Financial Concepts
Texas
$1.04M +$16.1K +85 +2%
Neuberger Berman Group
934
Neuberger Berman Group
New York
$1.03M -$71.6K -379 -7%
SWM
935
Silverlake Wealth Management
Vermont
$1.03M -$567 -3 -0.1%
BWM
936
Baystate Wealth Management
Massachusetts
$1.03M +$340K +1,800 +54%
CMBA
937
C.M. Bidwell & Associates
Hawaii
$1.02M +$23.6K +125 +2%
SFP
938
Strategic Financial Partners
Oregon
$1.02M +$61.4K +325 +7%
Fiera Capital (Canada)
939
Fiera Capital (Canada)
Quebec, Canada
$1.02M – – –
TA
940
Tiedemann Advisors
New York
$1.01M -$156K -825 -14%
ZF
941
Zhang Financial
Michigan
$1.01M -$1.51K -8 -0.2%
CAM
942
Cidel Asset Management
Ontario, Canada
$1M – – –
PA
943
Probity Advisors
Texas
$1M +$952K +5,037 New
VIM
944
Vista Investment Management
Pennsylvania
$1,000K -$30K -159 -3%
WRPWM
945
Werba Rubin Papier Wealth Management
California
$998K -$10.4K -55 -1%
JCM
946
Jag Capital Management
Missouri
$998K – – –
CWMGP
947
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$998K -$1.89K -10 -0.2%
FAB
948
First American Bank
Illinois
$996K +$1.89K +10 +0.2%
DFA
949
Delta Financial Advisors
Louisiana
$992K +$1.32K +7 +0.1%
MOS
950
MGO One Seven
Ohio
$983K -$744K -3,939 -44%