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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1076
Kendall Capital Management
Maryland
$564K -$183K -870 -25%
HAS
1077
HBW Advisory Services
California
$561K -$2.74K -13 -0.5%
ERWM
1078
Elk River Wealth Management
Colorado
$559K – – –
BWM
1079
Birchcreek Wealth Management
Ohio
$557K +$56.6K +269 +11%
CCG
1080
Cypress Capital Group
Florida
$555K -$458K -2,175 -45%
BS
1081
Boenning & Scattergood
Pennsylvania
$554K -$1.57M -7,469 -74%
BMCM
1082
Bryn Mawr Capital Management
Pennsylvania
$554K -$15.4K -73 -3%
Vanguard Personalized Indexing Management
1083
Vanguard Personalized Indexing Management
California
$551K -$205K -975 -27%
MGWM
1084
Marks Group Wealth Management
Minnesota
$548K +$542K +2,577 New
WG
1085
Welch Group
Alabama
$546K -$66.5K -316 -11%
RWMH
1086
Riverpoint Wealth Management Holdings
Illinois
$546K +$84.6K +402 +19%
SWA
1087
Sax Wealth Advisors
New Jersey
$543K -$196K -932 -27%
MFW
1088
Meristem Family Wealth
Minnesota
$542K -$85.3K -405 -14%
CCA
1089
Conservest Capital Advisors
Pennsylvania
$542K +$842 +4 +0.2%
FPCG
1090
Forum Private Client Group
Indiana
$542K +$537K +2,550 New
GD
1091
Grandfield & Dodd
New York
$540K +$82.1K +390 +18%
SPWM
1092
Schrum Private Wealth Management
Florida
$539K +$19.2K +91 +3%
JEST
1093
JTC Employer Solutions Trustee
Jersey
$537K – – –
CAG
1094
Csenge Advisory Group
Florida
$537K +$532K +2,525 New
FC
1095
Family CFO
California
$536K – – –
GP
1096
Girard Partners
Pennsylvania
$528K +$5.05K +24 +1%
BBHC
1097
Brown Brothers Harriman & Co
New York
$525K -$73.3K -348 -12%
HHRDM
1098
H&H Retirement Design & Management
Nevada
$524K -$243K -1,156 -31%
WSFS
1099
Wilmington Savings Fund Society
Delaware
$523K -$203K -963 -28%
AC
1100
Avestar Capital
New York
$522K +$105K +500 +26%