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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1001
Hanson & Doremus Investment Management
Vermont
$17K
SNT
1002
Security National Trust
West Virginia
$17K
LS
1003
Leelyn Smith
Illinois
$16K -$74.5K -496 -78%
CAAS
1004
Capital Asset Advisory Services
Michigan
$16K -$22.8K -152 -54%
BWM
1005
Baystate Wealth Management
Massachusetts
$16K
WQ
1006
Wealth Quarterback
New Jersey
$15.5K -$4.41M -29,377 -100%
HF
1007
Halpern Financial
Virginia
$15K
EIP
1008
Ellis Investment Partners
Pennsylvania
$15K
FBT
1009
First Bank & Trust
South Dakota
$15K
JGIA
1010
Jackson Grant Investment Advisers
Connecticut
$15K
MA
1011
MCF Advisors
Kentucky
$14K +$5.86K +39 +48%
CBT
1012
Central Bank & Trust
Kentucky
$13K -$39.5K -263 -70%
CCM
1013
Cribstone Capital Management
Maine
$12K -$22.5K -150 -60%
TSW
1014
Thompson Siegel & Walmsley
Virginia
$12K
SIM
1015
Sonora Investment Management
Arizona
$12K +$15.2K +101 New
LWANC
1016
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
WB
1017
West Bancorporation
Iowa
$10K
SMG
1018
Spectrum Management Group
Indiana
$9K
RDWM
1019
Red Door Wealth Management
Tennessee
$9K +$12.6K +84 New
AIA
1020
Arcadia Investment Advisors
Idaho
$8.43K -$21K -140 -66%
TPWA
1021
TRUE Private Wealth Advisors
Oregon
$8K
CI
1022
Cordant Inc
Oregon
$8K +$6.76K +45 +167%
WAS
1023
Winch Advisory Services
Wisconsin
$8K +$10.5K +70 New
FP
1024
Financial Perspectives
Minnesota
$7.62K
PAIM
1025
Punch & Associates Investment Management
Minnesota
$7K -$84.3K -561 -91%