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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
1026
H&H Retirement Design & Management
Nevada
$754K -$3.34M -14,716 -80%
MCG
1027
McCollum Christoferson Group
New York
$754K +$102K +450 +16%
BCM
1028
Barden Capital Management
Texas
$753K +$757K +3,330 New
LC
1029
Lindbrook Capital
California
$752K +$75K +330 +11%
CIA
1030
Capital Investment Advisors
Georgia
$748K +$13K +57 +2%
GKIM
1031
GW&K Investment Management
Massachusetts
$748K +$740K +3,255 +6,142%
CFO
1032
CVA Family Office
Colorado
$747K +$42.7K +188 +6%
DI
1033
Disciplined Investments
Oklahoma
$743K -$909 -4 -0.1%
ATIA
1034
American Trust Investment Advisors
New Hampshire
$743K +$11.6K +51 +2%
OIA
1035
Optimum Investment Advisors
Illinois
$742K -$1.14K -5 -0.2%
AFG
1036
Allegheny Financial Group
Pennsylvania
$732K +$2.73K +12 +0.4%
GG
1037
Gofen & Glossberg
Illinois
$731K -$12.3K -54 -2%
BA
1038
Bridgewater Advisors
New York
$726K -$3.41K -15 -0.5%
JSL
1039
JT Stratford LLC
Georgia
$726K +$18.9K +83 +3%
BSWA
1040
Bromfield Sneider Wealth Advisors
Massachusetts
$725K +$729K +3,208 New
LNWTC
1041
Laird Norton Wetherby Trust Company
Washington
$721K -$2.73K -12 -0.4%
TC
1042
Trilogy Capital
California
$718K -$8.44M -37,163 -92%
FCC
1043
Flower City Capital
New York
$717K +$721K +3,172 New
HIA
1044
Harbor Investment Advisory
Maryland
$716K -$1.36K -6 -0.2%
BFC
1045
Bedel Financial Consulting
Indiana
$713K +$3.18K +14 +0.4%
ACA
1046
Aptus Capital Advisors
Alabama
$710K +$52.7K +232 +8%
TH
1047
TCTC Holdings
Texas
$706K +$633K +2,784 +819%
FWM
1048
Fingerlakes Wealth Management
New York
$705K +$702K +3,090 New
SWM
1049
Segment Wealth Management
Texas
$700K +$1.82K +8 +0.3%
PFGIA
1050
Patriot Financial Group Insurance Agency
Massachusetts
$700K +$77.5K +341 +12%