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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1051
NorthCrest Asset Manangement
Minnesota
$1.34M – – –
KFP
1052
KMG Fiduciary Partners
Ohio
$1.34M – – –
CMBA
1053
C.M. Bidwell & Associates
Hawaii
$1.34M +$74.7K +335 +6%
CWM
1054
Cherrydale Wealth Management
New Jersey
$1.33M +$155K +694 +14%
DFC
1055
DBK Financial Counsel
Ohio
$1.33M -$24.5K -110 -2%
FDCDDQ
1056
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.33M -$449K -2,012 -26%
CIG
1057
CHB Investment Group
Pennsylvania
$1.32M -$32.8K -147 -3%
CIC
1058
Carnegie Investment Counsel
Ohio
$1.32M +$72.7K +326 +6%
SWM
1059
Spire Wealth Management
Virginia
$1.32M -$1.2M -5,371 -49%
XF
1060
XML Financial
Maryland
$1.32M +$154K +690 +14%
HH
1061
Hilltop Holdings
Texas
$1.31M +$170K +763 +16%
BC
1062
Brio Consultants
California
$1.3M -$1.39M -6,224 -53%
AF
1063
Amara Financial
California
$1.3M +$719K +3,222 +141%
IBOK
1064
Independence Bank of Kentucky
Kentucky
$1.3M -$43.3K -194 -3%
CPSC
1065
Carl P. Sherr & Co
Massachusetts
$1.3M -$331K -1,485 -21%
WWM
1066
Western Wealth Management
Colorado
$1.3M +$76.3K +342 +7%
DWM
1067
Defined Wealth Management
Oregon
$1.29M +$12.5K +56 +1%
CAM
1068
Cidel Asset Management
Ontario, Canada
$1.29M +$15.6K +70 +1%
TC
1069
TownSquare Capital
Utah
$1.29M -$19.8M -88,756 -94%
BPC
1070
Bearing Point Capital
Minnesota
$1.28M +$469K +2,103 +64%
GSF
1071
Grove Street Fiduciary
New Hampshire
$1.28M -$45.3K -203 -4%
WEG
1072
World Equity Group
Illinois
$1.28M +$277K +1,242 +30%
SIS
1073
Strategic Investment Solutions
Illinois
$1.28M +$267K +1,197 +29%
SHFA
1074
SC&H Financial Advisors
Maryland
$1.28M – – –
KWMG
1075
King Wealth Management Group
Florida
$1.27M -$4.91K -22 -0.4%