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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICG
1026
InterOcean Capital Group
Tennessee
$566K +$424K +2,197 +216%
SF
1027
SBK Financial
Virginia
$563K -$579 -3 -0.1%
NRI
1028
NFP Retirement Inc
California
$562K +$56.8K +294 +10%
CFO
1029
CVA Family Office
Colorado
$561K -$23.2K -120 -4%
TA
1030
TrueWealth Advisors
Alabama
$559K -$1.57M -8,138 -72%
SIA
1031
Soltis Investment Advisors
Utah
$559K -$26.3K -136 -4%
PWM
1032
Penobscot Wealth Management
Maine
$555K +$181K +936 +42%
GG
1033
Gofen & Glossberg
Illinois
$553K +$966 +5 +0.2%
SEIA
1034
Signature Estate & Investment Advisors
California
$551K -$21.2K -110 -3%
TH
1035
TCTC Holdings
Texas
$550K – – –
FWM
1036
Fingerlakes Wealth Management
New York
$544K -$6.18K -32 -1%
CIAS
1037
Capital Investment Advisory Services
North Carolina
$544K +$8.3K +43 +1%
AMCA
1038
Arthur M. Cohen & Associates
Illinois
$541K +$1.35K +7 +0.2%
JSL
1039
JT Stratford LLC
Georgia
$539K +$10.4K +54 +2%
WAM
1040
WNY Asset Management
New York
$538K -$208K -1,078 -26%
3LCM
1041
3D/L Capital Management
Connecticut
$536K +$16.4K +85 +3%
EA
1042
Eudaimonia Advisors
Tennessee
$535K -$132K -683 -18%
SFI
1043
SPC Financial Inc
Maryland
$534K -$130K -672 -18%
GSWM
1044
Greenup Street Wealth Management
Michigan
$533K -$440K -2,279 -43%
AGP
1045
Autumn Glory Partners
Texas
$533K – – –
Principal Financial Group
1046
Principal Financial Group
Iowa
$532K +$136K +705 +30%
FIA
1047
Foundations Investment Advisors
Arizona
$529K +$574K +2,971 New
TNB
1048
Thomasville National Bank
Georgia
$528K – – –
IC
1049
Intersect Capital
California
$525K -$96.6K -500 -14%
HCM
1050
Hall Capital Management
Rhode Island
$525K +$265K +1,374 +85%