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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1076
HBW Advisory Services
California
$561K -$2.74K -13 -0.5%
ERWM
1077
Elk River Wealth Management
Colorado
$559K
BWM
1078
Birchcreek Wealth Management
Ohio
$557K +$56.6K +269 +11%
CCG
1079
Cypress Capital Group
Florida
$555K -$458K -2,175 -45%
BS
1080
Boenning & Scattergood
Pennsylvania
$554K -$1.57M -7,469 -74%
BMCM
1081
Bryn Mawr Capital Management
Pennsylvania
$554K -$15.4K -73 -3%
Vanguard Personalized Indexing Management
1082
Vanguard Personalized Indexing Management
California
$551K -$205K -975 -27%
MGWM
1083
Marks Group Wealth Management
Minnesota
$548K +$542K +2,577 New
WG
1084
Welch Group
Alabama
$546K -$66.5K -316 -11%
RWMH
1085
Riverpoint Wealth Management Holdings
Illinois
$546K +$84.6K +402 +19%
SWA
1086
Sax Wealth Advisors
New Jersey
$543K -$196K -932 -27%
MFW
1087
Meristem Family Wealth
Minnesota
$542K -$85.3K -405 -14%
CCA
1088
Conservest Capital Advisors
Pennsylvania
$542K +$842 +4 +0.2%
FPCG
1089
Forum Private Client Group
Indiana
$542K +$537K +2,550 New
GD
1090
Grandfield & Dodd
New York
$540K +$82.1K +390 +18%
SPWM
1091
Schrum Private Wealth Management
Florida
$539K +$19.2K +91 +3%
JEST
1092
JTC Employer Solutions Trustee
Jersey
$537K
CAG
1093
Csenge Advisory Group
Florida
$537K +$532K +2,525 New
FC
1094
Family CFO
California
$536K
GP
1095
Girard Partners
Pennsylvania
$528K +$5.05K +24 +1%
BBHC
1096
Brown Brothers Harriman & Co
New York
$525K -$73.3K -348 -12%
HHRDM
1097
H&H Retirement Design & Management
Nevada
$524K -$243K -1,156 -31%
WSFS
1098
Wilmington Savings Fund Society
Delaware
$523K -$203K -963 -28%
AC
1099
Avestar Capital
New York
$522K +$105K +500 +26%
PL
1100
Plancorp LLC
Missouri
$517K -$1.26K -6 -0.2%