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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1051
KMG Fiduciary Partners
Ohio
$1.34M
CMBA
1052
C.M. Bidwell & Associates
Hawaii
$1.34M +$74.7K +335 +6%
CWM
1053
Cherrydale Wealth Management
New Jersey
$1.33M +$155K +694 +14%
DFC
1054
DBK Financial Counsel
Ohio
$1.33M -$24.5K -110 -2%
FDCDDQ
1055
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.33M -$449K -2,012 -26%
CIG
1056
CHB Investment Group
Pennsylvania
$1.32M -$32.8K -147 -3%
CIC
1057
Carnegie Investment Counsel
Ohio
$1.32M +$72.7K +326 +6%
SWM
1058
Spire Wealth Management
Virginia
$1.32M -$1.2M -5,371 -49%
XF
1059
XML Financial
Maryland
$1.32M +$154K +690 +14%
HH
1060
Hilltop Holdings
Texas
$1.31M +$170K +763 +16%
BC
1061
Brio Consultants
California
$1.3M -$1.39M -6,224 -53%
AF
1062
Amara Financial
California
$1.3M +$719K +3,222 +141%
IBOK
1063
Independence Bank of Kentucky
Kentucky
$1.3M -$43.3K -194 -3%
CPSC
1064
Carl P. Sherr & Co
Massachusetts
$1.3M -$331K -1,485 -21%
WWM
1065
Western Wealth Management
Colorado
$1.3M +$76.3K +342 +7%
DWM
1066
Defined Wealth Management
Oregon
$1.29M +$12.5K +56 +1%
CAM
1067
Cidel Asset Management
Ontario, Canada
$1.29M +$15.6K +70 +1%
TC
1068
TownSquare Capital
Utah
$1.29M -$19.8M -88,756 -94%
BPC
1069
Bearing Point Capital
Minnesota
$1.28M +$469K +2,103 +64%
GSF
1070
Grove Street Fiduciary
New Hampshire
$1.28M -$45.3K -203 -4%
WEG
1071
World Equity Group
Illinois
$1.28M +$277K +1,242 +30%
SIS
1072
Strategic Investment Solutions
Illinois
$1.28M +$267K +1,197 +29%
SHFA
1073
SC&H Financial Advisors
Maryland
$1.28M
KWMG
1074
King Wealth Management Group
Florida
$1.27M -$4.91K -22 -0.4%
DOA
1075
D'Orazio & Associates
Virginia
$1.27M -$1.21M -5,423 -50%