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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
976
Security National Bank of So Dak
Iowa
$798K -$200K -950 -20%
TWM
977
Trevian Wealth Management
Massachusetts
$797K +$7.79K +37 +1%
BONH
978
Bank of New Hampshire
New Hampshire
$791K +$63.6K +302 +9%
EA
979
Eudaimonia Advisors
Tennessee
$790K +$11.8K +56 +2%
ACP
980
Ashfield Capital Partners
California
$789K -$10.5K -50 -1%
MFGM
981
Marshall Financial Group (Maryland)
Maryland
$788K +$343K +1,631 +79%
SFI
982
SPC Financial Inc
Maryland
$787K
FPCP
983
Fort Point Capital Partners
California
$785K -$194K -920 -20%
GWM
984
Geneos Wealth Management
Colorado
$784K +$159K +757 +26%
Janus Henderson Group
985
Janus Henderson Group
$780K -$61.4M -291,595 -99%
KAM
986
KEB Asset Management
Illinois
$778K
RWA
987
River Wealth Advisors
Pennsylvania
$772K +$14.1K +67 +2%
TC
988
TownSquare Capital
Utah
$763K +$251K +1,194 +50%
TPA
989
Trivium Point Advisory
Connecticut
$761K +$20.4K +97 +3%
FLA
990
Financial Life Advisors
Texas
$758K -$40.2K -191 -5%
HSA
991
HBK Sorce Advisory
Pennsylvania
$756K -$973K -4,622 -57%
RSS
992
Rosenblum Silverman Sutton
California
$755K -$152K -722 -17%
SWM
993
Segment Wealth Management
Texas
$751K +$91.6K +435 +14%
PWW
994
Pettyjohn Wood & White
Virginia
$746K -$31.4K -149 -4%
NWM
995
Northwest Wealth Management
Iowa
$746K +$739K +3,509 New
FCC
996
Flower City Capital
New York
$745K +$69.9K +332 +10%
CI
997
Chartist Inc
California
$745K -$9.26K -44 -1%
AC
998
Abbrea Capital
California
$742K
ATIA
999
American Trust Investment Advisors
New Hampshire
$742K +$42.7K +203 +6%
BFO
1000
Biltmore Family Office
North Carolina
$741K +$211 +1 +0%