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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1101
Berman Capital Advisors
Georgia
$326K +$99.9K +474 +45%
QCM
1102
Quest Capital Management
Texas
$324K +$319K +1,513 New
GC
1103
Gilbert & Cook
Iowa
$322K -$29.9K -142 -9%
TI
1104
Truepoint Inc
Ohio
$320K -$77.1K -366 -20%
SXL
1105
Summit X LLC
Missouri
$320K – – –
FA
1106
FC Advisory
Pennsylvania
$319K +$5.06K +24 +2%
LW
1107
Linscomb Wealth
Texas
$319K +$314K +1,491 New
Lido Advisors
1108
Lido Advisors
California
$318K -$35K -166 -10%
IC
1109
Inverness Counsel
New York
$313K – – –
SAM
1110
SignalPoint Asset Management
Missouri
$313K +$308K +1,463 New
MIM
1111
Marco Investment Management
Georgia
$310K – – –
PAMG
1112
Patton Albertson Miller Group
Tennessee
$310K +$211 +1 +0.1%
EW
1113
Evoke Wealth
California
$308K -$7.37K -35 -2%
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K +$15.8K +75 +5%
FWM
1115
Frontier Wealth Management
Missouri
$307K -$236K -1,120 -44%
CAM
1116
Crestone Asset Management
Colorado
$307K +$27.2K +129 +10%
AIP
1117
Almanack Investment Partners
Pennsylvania
$307K +$302K +1,432 New
MBT
1118
Montecito Bank & Trust
California
$305K -$19K -90 -6%
TCM
1119
Tradewinds Capital Management
Washington
$305K – – –
AA
1120
Argent Advisors
Louisiana
$304K – – –
EWM
1121
Elmwood Wealth Management
California
$301K +$297K +1,408 New
CB
1122
Community Bank
New York
$297K -$138K -656 -32%
WA
1123
WealthTrust Axiom
Pennsylvania
$296K – – –
PJSIMP
1124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K +$276K +1,308 New
AIC
1125
Archer Investment Corporation
Indiana
$295K +$18.5K +88 +7%