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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1126
Asset Dedication LLC
California
$531K +$159K +860 +42%
3LCM
1127
3D/L Capital Management
Connecticut
$531K -$21.3K -115 -4%
VNA
1128
Valley National Advisers
Pennsylvania
$529K -$539K -2,909 -51%
NG
1129
Northstar Group
New York
$528K +$927 +5 +0.2%
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$528K +$116K +628 +28%
CAI
1131
Capital Advisors Inc
Oklahoma
$527K -$87.1K -470 -14%
GKIM
1132
GW&K Investment Management
Massachusetts
$523K +$371K +2,004 +238%
HAS
1133
HBW Advisory Services
California
$522K +$87.1K +470 +20%
TNB
1134
Thomasville National Bank
Georgia
$518K +$6.49K +35 +1%
CFO
1135
CVA Family Office
Colorado
$517K -$8.34K -45 -2%
AG
1136
Advocate Group
Minnesota
$517K +$51.7K +279 +11%
EA
1137
Eudaimonia Advisors
Tennessee
$517K -$42.3K -228 -7%
RWA
1138
Redmont Wealth Advisors
Illinois
$514K – – –
SPWM
1139
Schrum Private Wealth Management
Florida
$510K -$741 -4 -0.1%
BHIA
1140
Birch Hill Investment Advisors
Massachusetts
$507K – – –
E
1141
ETFidea
New York
$503K – – –
BFA
1142
Beaumont Financial Advisors
Massachusetts
$503K +$507K +2,738 New
AWM
1143
Adams Wealth Management
Utah
$502K -$35.4K -191 -7%
HHRDM
1144
H&H Retirement Design & Management
Nevada
$501K -$68K -367 -13%
Chevy Chase Trust
1145
Chevy Chase Trust
Maryland
$500K +$252K +1,362 +100%
WA
1146
WP Advisors
California
$499K +$42.1K +227 +9%
SIC
1147
Sigma Investment Counselors
Michigan
$499K -$364K -1,965 -42%
TA
1148
TrueWealth Advisors
Alabama
$498K -$20K -108 -4%
FA
1149
FC Advisory
Pennsylvania
$498K +$112K +604 +29%
SWM
1150
Selective Wealth Management
Virginia
$498K -$17.1K -92 -3%