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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1076
Fortis Capital Management
Washington
$662K +$109K +545 +18%
RG
1077
Rathbones Group
United Kingdom
$660K -$4.78K -24 -0.7%
MWM
1078
Maripau Wealth Management
Indiana
$657K +$92K +462 +15%
BAM
1079
Belpointe Asset Management
Nevada
$656K +$117K +588 +20%
RSS
1080
Rosenblum Silverman Sutton
California
$655K -$15.9K -80 -2%
SFS
1081
Strategic Financial Services
New York
$653K – – –
MPW
1082
MGO Private Wealth
California
$651K +$44.6K +224 +7%
CF
1083
Centaurus Financial
California
$650K +$47.8K +240 +8%
BP
1084
BBR Partners
New York
$649K – – –
SWM
1085
Segment Wealth Management
Texas
$649K +$58.2K +292 +9%
SJL
1086
Shayne & Jacobs LLC
Tennessee
$649K +$683K +3,430 New
FA
1087
FC Advisory
Pennsylvania
$642K +$62K +311 +10%
YIA
1088
YHB Investment Advisors
Connecticut
$640K -$96.6K -485 -13%
SWM
1089
Stockman Wealth Management
Montana
$639K +$19.9K +100 +3%
FPTW
1090
Franklin, Parlapiano, Turner & Welch
Texas
$632K – – –
FA
1091
Fiduciary Alliance
South Carolina
$632K +$67.1K +337 +11%
BFO
1092
Biltmore Family Office
North Carolina
$627K – – –
OIA
1093
Optimum Investment Advisors
Illinois
$626K – – –
TC
1094
TAP Consulting
Missouri
$623K +$33.5K +168 +5%
TWM
1095
Thrive Wealth Management
Pennsylvania
$623K +$3.19K +16 +0.5%
National Bank of Canada
1096
National Bank of Canada
Quebec, Canada
$620K -$8.37K -42 -1%
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$618K +$105K +526 +19%
LWM
1098
Lyell Wealth Management
California
$616K -$29.3K -147 -4%
WCF
1099
West Coast Financial
California
$615K – – –
HAIM
1100
Hunter Associates Investment Management
Pennsylvania
$613K +$49.6K +249 +8%