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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
951
Private Ocean
California
$934K -$227 -1 -0%
NCM
952
Northwest Capital Management
Oregon
$933K +$227 +1 +0%
LDB
953
Lee, Danner & Bass
Tennessee
$932K – – –
RTS
954
Round Table Services
New Jersey
$931K +$204K +896 +28%
AGP
955
Autumn Glory Partners
Texas
$927K +$932K +4,103 New
EFG
956
Everhart Financial Group
Ohio
$925K +$4.09K +18 +0.4%
NSIM
957
North Star Investment Management
Illinois
$925K +$97K +427 +12%
TC
958
TAP Consulting
Missouri
$924K -$1.36K -6 -0.1%
SHFA
959
SC&H Financial Advisors
Maryland
$921K +$926K +4,077 New
SWM
960
SeaCrest Wealth Management
New York
$917K +$322K +1,417 +54%
NGA
961
Naples Global Advisors
Florida
$914K -$5.68K -25 -0.6%
OL
962
Optas LLC
Texas
$909K +$914K +4,021 New
CAAS
963
Capital Asset Advisory Services
Michigan
$908K +$104K +457 +13%
SEP
964
Southland Equity Partners
Missouri
$905K -$18K -79 -2%
TCOV
965
Trust Company of Vermont
Vermont
$905K +$289K +1,270 +46%
SOAG
966
Silver Oak Advisory Group
Oregon
$902K +$907K +3,990 New
HWM
967
Hohimer Wealth Management
Washington
$897K +$902K +3,969 New
BCP
968
Berkeley Capital Partners
Georgia
$895K -$3.41K -15 -0.4%
LCM
969
Logan Capital Management
Pennsylvania
$886K -$23K -101 -3%
1SB
970
1ST Source Bank
Indiana
$885K – – –
Chevy Chase Trust
971
Chevy Chase Trust
Maryland
$875K -$67.3K -296 -7%
CPSAC
972
Chas P. Smith & Associates (CPS)
Florida
$871K – – –
SWPG
973
Strategic Wealth Partners Group
Illinois
$870K +$2.5K +11 +0.3%
AssetMark Inc
974
AssetMark Inc
California
$870K +$16.4K +72 +2%
CA
975
CGN Advisors
Kansas
$866K -$1.17M -5,158 -57%