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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1001
Boston Family Office
Massachusetts
$492K -$17.3K -78 -3%
RG
1002
Rathbones Group
United Kingdom
$481K -$66.7K -300 -12%
MWA
1003
Moser Wealth Advisors
Washington
$481K – – –
AWM
1004
AllSquare Wealth Management
New York
$481K +$2.67K +12 +0.5%
CFO
1005
CVA Family Office
Colorado
$480K -$41.8K -188 -6%
EWM
1006
Evermay Wealth Management
Virginia
$480K +$28.5K +128 +6%
FCBT
1007
First Citizens Bank & Trust
North Carolina
$480K +$55.6K +250 +13%
RFA
1008
Reilly Financial Advisors
California
$478K +$75.4K +339 +18%
KWM
1009
Kingsview Wealth Management
Oregon
$477K -$25.8K -116 -5%
OAM
1010
Oppenheimer Asset Management
New York
$475K -$26.9K -121 -5%
GD
1011
Grandfield & Dodd
New York
$470K +$13.3K +60 +3%
HAS
1012
HBW Advisory Services
California
$470K +$231K +1,038 +93%
CH
1013
Canton Hathaway
Rhode Island
$470K +$445K +2,000 +1,333%
ACM
1014
Armbruster Capital Management
New York
$468K -$136K -614 -22%
MAM
1015
McCarthy Asset Management
California
$468K +$11.6K +52 +2%
AT
1016
Arden Trust
Delaware
$466K -$245K -1,100 -34%
PWM
1017
Penobscot Wealth Management
Maine
$466K -$40K -180 -8%
MCP
1018
Mirador Capital Partners
California
$462K -$10.4K -47 -2%
BC
1019
Burney Company
Virginia
$461K +$3.33K +15 +0.7%
RB
1020
Renasant Bank
Mississippi
$459K – – –
FMBTD
1021
First Midwest Bank Trust Division
Illinois
$457K +$15.6K +70 +3%
BFA
1022
Beaumont Financial Advisors
Massachusetts
$456K -$111K -500 -19%
DLCIG
1023
D.L. Carlson Investment Group
New Hampshire
$451K – – –
HC
1024
HNP Capital
New York
$450K -$40.9K -184 -8%
VRM
1025
Vectors Research Management
New York
$450K -$40.9K -184 -8%