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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1001
Cassady Schiller Wealth Management
Ohio
$1.14M -$78.2K -406 -7%
FAB
1002
First American Bank
Illinois
$1.14M +$49.7K +258 +5%
Two Sigma Advisers
1003
Two Sigma Advisers
New York
$1.13M +$1.02M +5,300 New
SWA
1004
Sightline Wealth Advisors
Connecticut
$1.13M +$67.8K +352 +7%
SWM
1005
Silverlake Wealth Management
Vermont
$1.13M +$20K +104 +2%
Principal Financial Group
1006
Principal Financial Group
Iowa
$1.13M +$59.9K +311 +6%
SHFA
1007
SC&H Financial Advisors
Maryland
$1.12M +$1.73K +9 +0.2%
PTC
1008
Private Trust Company
Ohio
$1.11M +$8.67K +45 +0.9%
FFO
1009
Fortitude Family Office
Arizona
$1.11M +$1M +5,214 New
VA
1010
Vident Advisory
Georgia
$1.11M – – –
FI
1011
FIDELIS iM
Oregon
$1.11M – – –
CMBA
1012
C.M. Bidwell & Associates
Hawaii
$1.11M +$3.85K +20 +0.4%
S
1013
Sachetta
Massachusetts
$1.1M +$992K +5,150 New
SWM
1014
SeaCrest Wealth Management
New York
$1.1M +$151K +783 +17%
FBFS
1015
First Business Financial Services
Wisconsin
$1.1M -$250K -1,299 -20%
BWP
1016
BSW Wealth Partners
Colorado
$1.09M -$28.1K -146 -3%
WWM
1017
Western Wealth Management
Colorado
$1.09M +$151K +784 +18%
CAM
1018
CPA Asset Management
Florida
$1.09M +$138K +714 +16%
SCA
1019
Stillwater Capital Advisors
Pennsylvania
$1.08M +$179K +930 +22%
AC
1020
Applied Capital
Arkansas
$1.08M +$979K +5,081 New
CAM
1021
Cidel Asset Management
Ontario, Canada
$1.08M – – –
PA
1022
Probity Advisors
Texas
$1.07M – – –
MPW
1023
MGO Private Wealth
California
$1.07M +$307K +1,592 +46%
NFP
1024
NorthLanding Financial Partners
New York
$1.07M -$19.8K -103 -2%
JCM
1025
Jag Capital Management
Missouri
$1.07M – – –