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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
976
Biltmore Capital Advisors
New Jersey
$855K +$288K +1,266 +50%
RCG
977
Regatta Capital Group
California
$854K +$859K +3,779 New
BCA
978
Bay Colony Advisors
Massachusetts
$853K +$19.5K +86 +2%
ACP
979
Ashfield Capital Partners
California
$850K
FLA
980
Financial Life Advisors
Texas
$849K
KSWA
981
Kathleen S. Wright Associates
Pennsylvania
$848K +$852K +3,750 New
SF
982
SBK Financial
Virginia
$846K +$851K +3,744 New
PFM
983
Parsec Financial Management
North Carolina
$842K
KNFPWM
984
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$841K +$846K +3,722 New
CFA
985
Carroll Financial Associates
North Carolina
$841K -$1.24M -5,470 -60%
ZB
986
Zions Bancorporation
Utah
$840K -$13.2K -58 -2%
TWM
987
Trevian Wealth Management
Massachusetts
$839K +$845K +3,717 New
SFI
988
SPC Financial Inc
Maryland
$837K -$2.27K -10 -0.3%
MFA
989
Mayflower Financial Advisors
Massachusetts
$835K +$70.7K +311 +9%
TWM
990
Tanager Wealth Management
United Kingdom
$833K +$838K +3,687 New
CCA
991
Cadent Capital Advisors
Oklahoma
$832K +$56.8K +250 +7%
EA
992
Eudaimonia Advisors
Tennessee
$828K +$832K +3,662 New
PWW
993
Pettyjohn Wood & White
Virginia
$827K -$13.2K -58 -2%
KAM
994
KEB Asset Management
Illinois
$827K +$832K +3,661 New
UBV
995
United Bank (Virginia)
Virginia
$823K -$2.27K -10 -0.3%
GSWM
996
Greenup Street Wealth Management
Michigan
$814K +$818K +3,601 New
Vanguard Personalized Indexing Management
997
Vanguard Personalized Indexing Management
California
$806K -$60.7K -267 -7%
TPA
998
Trivium Point Advisory
Connecticut
$806K -$27.7K -122 -3%
RWA
999
River Wealth Advisors
Pennsylvania
$806K -$11.8K -52 -1%
CGPCS
1000
Capital Group Private Client Services
California
$805K +$47.9K +211 +6%