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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
1026
Brown Brothers Harriman & Co
New York
$564K +$199K +1,054 +47%
MPCG
1027
Matrix Private Capital Group
New York
$562K -$170K -899 -21%
MWM
1028
Maripau Wealth Management
Indiana
$562K +$99.3K +526 +21%
MIG
1029
McGuire Investment Group
Rhode Island
$561K +$12.7K +67 +2%
AC
1030
Abbrea Capital
California
$560K -$17K -90 -3%
OIA
1031
Optimum Investment Advisors
Illinois
$560K -$1.32K -7 -0.2%
NWM
1032
Northwest Wealth Management
Iowa
$555K -$9.82K -52 -2%
HCM
1033
Hall Capital Management
Rhode Island
$555K +$50.4K +267 +9%
RWM
1034
Rockwood Wealth Management
Pennsylvania
$555K -$3.21K -17 -0.5%
CPO
1035
Cerity Partners OCIO
New York
$552K +$74.6K +395 +14%
CIA
1036
Capital Investment Advisors
Georgia
$543K -$91.8K -486 -13%
NRI
1037
NFP Retirement Inc
California
$543K -$2.08K -11 -0.3%
OA
1038
Operose Advisors
Wisconsin
$539K +$565K +2,995 +1,872%
SF
1039
SBK Financial
Virginia
$537K -$10.2K -54 -2%
JSL
1040
JT Stratford LLC
Georgia
$536K +$14K +74 +2%
TH
1041
TCTC Holdings
Texas
$534K – – –
SWM
1042
Segment Wealth Management
Texas
$533K -$79.9K -423 -12%
1SB
1043
1ST Source Bank
Indiana
$532K +$56.1K +297 +11%
FIA
1044
Foundations Investment Advisors
Arizona
$530K +$24.2K +128 +4%
ZCM
1045
Ziegler Capital Management
Illinois
$527K -$561K -2,972 -49%
SBH
1046
Segall Bryant & Hamill
Illinois
$527K -$228K -1,210 -28%
AMCA
1047
Arthur M. Cohen & Associates
Illinois
$527K +$1.51K +8 +0.3%
MWM
1048
Modera Wealth Management
New Jersey
$526K -$88.5K -469 -13%
PWM
1049
Penobscot Wealth Management
Maine
$524K -$16.4K -87 -3%
ONB
1050
Old National Bancorp
Indiana
$521K +$182K +963 +46%