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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCTC
1076
New Covenant Trust Company
Indiana
$1.57M
BCP
1077
Berkeley Capital Partners
Georgia
$1.56M +$2.56K +10 +0.2%
TCA
1078
Transcend Capital Advisors
New Jersey
$1.56M -$1.4M -5,483 -48%
CSIC
1079
Clifford Swan Investment Counsel
California
$1.56M +$12K +47 +0.8%
EFG
1080
Everhart Financial Group
Ohio
$1.55M +$152K +595 +11%
MWM
1081
MorganRosel Wealth Management
Colorado
$1.55M +$118K +461 +8%
CMBA
1082
C.M. Bidwell & Associates
Hawaii
$1.55M +$8.71K +34 +0.6%
TPA
1083
Trivium Point Advisory
Connecticut
$1.55M -$6.15K -24 -0.4%
MAS
1084
Madden Advisory Services
Florida
$1.55M +$10.8K +42 +0.7%
CF
1085
Calder Financial
Pennsylvania
$1.55M +$1.54M +6,007 New
WWA
1086
Wisconsin Wealth Advisors
Wisconsin
$1.54M -$1.28K -5 -0.1%
AWM
1087
Aberdeen Wealth Management
Illinois
$1.54M +$1.53M +5,981 New
WJWM
1088
Williams Jones Wealth Management
New York
$1.54M +$10.8K +42 +0.7%
SPWM
1089
Schrum Private Wealth Management
Florida
$1.53M -$40.5K -158 -3%
CWA
1090
Cornerstone Wealth Advisors
Minnesota
$1.53M +$40.5K +158 +3%
FB
1091
Fulton Bank
Pennsylvania
$1.52M +$63.3K +247 +4%
KCM
1092
Kendall Capital Management
Maryland
$1.52M
MWA
1093
Muirfield Wealth Advisors
North Carolina
$1.52M -$57.9K -226 -4%
CFP
1094
Cascade Financial Partners
California
$1.52M
CSF
1095
Capital Squared Financial
Maryland
$1.51M +$58.9K +230 +4%
DWM
1096
Dogwood Wealth Management
Kansas
$1.51M -$256 -1 -0%
CT
1097
Colonial Trust
South Carolina
$1.5M -$28.2K -110 -2%
RWM
1098
Rockwood Wealth Management
Pennsylvania
$1.5M +$9.48K +37 +0.6%
IBOK
1099
Independence Bank of Kentucky
Kentucky
$1.49M +$30.2K +118 +2%
PRP
1100
Peak Retirement Planning
Ohio
$1.49M +$611K +2,385 +70%