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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1126
Cooper Financial Group
California
$922K +$143K +630 +19%
FIA
1127
Foundations Investment Advisors
Arizona
$922K -$35.4K -156 -4%
FL
1128
FreeGulliver LLC
Louisiana
$921K -$2.73K -12 -0.3%
KCIC
1129
Kuhn & Co Investment Counsel
Illinois
$914K -$23.4K -103 -3%
LWMNY
1130
Landmark Wealth Management (New York)
New York
$909K +$870K +3,830 New
FWIA
1131
Fort Washington Investment Advisors
Ohio
$908K +$82K +361 +10%
MWA
1132
Midland Wealth Advisors
Illinois
$908K – – –
RCG
1133
Regatta Capital Group
California
$901K – – –
WA
1134
Waterford Advisors
New York
$901K – – –
FCIM
1135
Fairview Capital Investment Management
California
$900K +$15.9K +70 +2%
CCT
1136
Capital City Trust
Florida
$900K +$109K +480 +14%
CCA
1137
Conservest Capital Advisors
Pennsylvania
$899K – – –
LW
1138
Libra Wealth
California
$898K – – –
National Bank of Canada
1139
National Bank of Canada
Quebec, Canada
$895K +$75.9K +334 +10%
NA
1140
Nottingham Advisors
New York
$894K +$285K +1,253 +50%
Chevy Chase Trust
1141
Chevy Chase Trust
Maryland
$892K +$542K +2,385 +173%
TI
1142
Truepoint Inc
Ohio
$889K +$50.2K +221 +6%
CCM
1143
Carlson Capital Management
Minnesota
$882K -$13.6K -60 -2%
EBWM
1144
Eagle Bluffs Wealth Management
Missouri
$871K -$31.6K -139 -4%
PTC
1145
Private Trust Company
Ohio
$871K -$23.4K -103 -3%
MPM
1146
Meritage Portfolio Management
Kansas
$864K +$44.5K +196 +6%
LWM
1147
Lyell Wealth Management
California
$864K +$172K +755 +26%
SEP
1148
Southland Equity Partners
Missouri
$863K +$24.3K +107 +3%
MC
1149
Montag & Caldwell
Georgia
$863K -$6.82K -30 -0.8%
MFA
1150
Mayflower Financial Advisors
Massachusetts
$861K +$65.2K +287 +9%