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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1001
BOS Asset Management
Illinois
$1.17M -$36.7K -167 -3%
SHFA
1002
SC&H Financial Advisors
Maryland
$1.17M +$5.05K +23 +0.4%
WWM
1003
Western Wealth Management
Colorado
$1.17M +$58.6K +267 +5%
JWM
1004
Jeppson Wealth Management
California
$1.17M -$9.44K -43 -0.8%
FAB
1005
First American Bank
Illinois
$1.17M -$6.15K -28 -0.5%
TA
1006
TFG Advisers
Michigan
$1.17M -$36.5K -166 -3%
HWMO
1007
Heritage Wealth Management (Ohio)
Ohio
$1.17M +$1.18M +5,383 New
FFA
1008
Founders Financial Alliance
North Carolina
$1.15M -$29.9K -136 -3%
AFG
1009
Allegheny Financial Group
Pennsylvania
$1.15M +$55.6K +253 +5%
CMBA
1010
C.M. Bidwell & Associates
Hawaii
$1.15M -$48.1K -219 -4%
RWM
1011
Rockwood Wealth Management
Pennsylvania
$1.14M +$221K +1,006 +24%
VA
1012
Vident Advisory
Georgia
$1.14M – – –
FFO
1013
Fortitude Family Office
Arizona
$1.14M – – –
FI
1014
FIDELIS iM
Oregon
$1.13M – – –
GFP
1015
Gryphon Financial Partners
Ohio
$1.13M +$84.8K +386 +8%
Squarepoint
1016
Squarepoint
New York
$1.12M +$1.13M +5,132 New
TP
1017
Tranquility Partners
Tennessee
$1.12M +$23.9K +109 +2%
FBFS
1018
First Business Financial Services
Wisconsin
$1.12M – – –
NJIM
1019
Nabity-Jensen Investment Management
Nebraska
$1.12M +$49.6K +226 +5%
PWS
1020
Precision Wealth Strategies
Missouri
$1.11M +$1.12M +5,103 New
NPT
1021
National Philanthropic Trust
Pennsylvania
$1.11M – – –
CAM
1022
CPA Asset Management
Florida
$1.11M – – –
Fisher Asset Management
1023
Fisher Asset Management
Washington
$1.11M +$52.3K +238 +5%
ORC
1024
O'Rourke & Company
Massachusetts
$1.1M – – –
CT
1025
Coastline Trust
Rhode Island
$1.1M +$98.8K +450 +10%