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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1076
Adero Partners
California
$1.33M -$25.6K -104 -2%
BFIM
1077
Beese Fulmer Investment Management
Ohio
$1.33M +$241K +981 +22%
QCG
1078
Quadrant Capital Group
Ohio
$1.33M -$10.8K -44 -0.8%
DWM
1079
Defined Wealth Management
Oregon
$1.32M -$5.91K -24 -0.4%
TP
1080
Tranquility Partners
Tennessee
$1.32M +$33.7K +137 +3%
CIA
1081
Capital Investment Advisors
Georgia
$1.32M +$137K +557 +11%
QCM
1082
Quantinno Capital Management
New York
$1.32M +$246K +1,000 +22%
NJIM
1083
Nabity-Jensen Investment Management
Nebraska
$1.31M +$47K +191 +4%
CIC
1084
Carnegie Investment Counsel
Ohio
$1.31M +$80K +325 +6%
KFP
1085
KMG Fiduciary Partners
Ohio
$1.31M +$246 +1 +0%
BAM
1086
Belpointe Asset Management
Nevada
$1.3M -$223K -905 -14%
TA
1087
TFG Advisers
Michigan
$1.3M +$23.9K +97 +2%
KWMG
1088
King Wealth Management Group
Florida
$1.3M +$1.33M +5,403 New
Barrow, Hanley, Mewhinney & Strauss
1089
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3M +$1.33M +5,397 New
BMCM
1090
Bryn Mawr Capital Management
Pennsylvania
$1.3M -$103K -420 -7%
SWM
1091
Silverlake Wealth Management
Vermont
$1.29M -$208K -846 -14%
SHFA
1092
SC&H Financial Advisors
Maryland
$1.29M – – –
JWM
1093
Jeppson Wealth Management
California
$1.29M -$492 -2 -0%
RCG
1094
Regatta Capital Group
California
$1.28M +$374K +1,520 +40%
BTI
1095
Blue Trust Inc
Georgia
$1.28M -$423K -1,719 -24%
FWA
1096
Flagship Wealth Advisors
Massachusetts
$1.27M +$1.3M +5,294 New
AC
1097
Addison Capital
Pennsylvania
$1.27M +$272K +1,105 +26%
MW
1098
Maia Wealth
Colorado
$1.26M +$157K +639 +14%
FI
1099
FIDELIS iM
Oregon
$1.25M – – –
ORC
1100
O'Rourke & Company
Massachusetts
$1.25M +$42.8K +174 +3%