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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1051
Wells Trecaso Financial Group
Ohio
$709K +$11.6K +58 +2%
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$708K +$11K +55 +1%
CWM
1053
CCG Wealth Management
California
$704K +$398 +2 +0.1%
BSWA
1054
Bromfield Sneider Wealth Advisors
Massachusetts
$704K +$1.59K +8 +0.2%
HCM
1055
Hall Capital Management
Rhode Island
$700K -$14.3K -72 -2%
AWA
1056
Aaron Wealth Advisors
Illinois
$697K +$34.3K +172 +5%
UB
1057
UMB Bank
Missouri
$695K -$1.84M -9,221 -71%
BFM
1058
Boston Financial Management
Massachusetts
$694K -$13.9K -70 -2%
AG
1059
Advocate Group
Minnesota
$692K +$172K +861 +31%
FIA
1060
Foundations Investment Advisors
Arizona
$689K -$190K -953 -21%
SWPG
1061
Strategic Wealth Partners Group
Illinois
$689K -$19.5K -98 -3%
AC
1062
Abbrea Capital
California
$685K +$398 +2 +0.1%
BSB
1063
Bangor Savings Bank
Maine
$685K -$3.59K -18 -0.5%
LFS
1064
Lutz Financial Services
Nebraska
$684K -$236K -1,183 -25%
NAS
1065
NWF Advisory Services
California
$681K +$23.1K +116 +3%
RIA
1066
Realta Investment Advisors
Delaware
$680K +$14.9K +75 +2%
SOAG
1067
Silver Oak Advisory Group
Oregon
$680K +$199 +1 +0%
HKIMG
1068
Hutchens & Kramer Investment Management Group
Indiana
$680K – – –
SEP
1069
Southland Equity Partners
Missouri
$680K -$7.37K -37 -1%
EFL
1070
ERn Financial LLC
Wisconsin
$675K -$3.19K -16 -0.4%
HIA
1071
Harbor Investment Advisory
Maryland
$674K +$33.7K +169 +5%
Fisher Asset Management
1072
Fisher Asset Management
Washington
$669K +$269K +1,349 +62%
JCM
1073
J2 Capital Management
Michigan
$665K -$44.2K -222 -6%
TWM
1074
Trevian Wealth Management
Massachusetts
$663K +$699K +3,507 New
1WM
1075
1900 Wealth Management
Texas
$663K -$12.2K -61 -2%