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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1126
Selby Wealth Management
California
$1.4M +$1.39M +5,426 New
CAM
1127
Cidel Asset Management
Ontario, Canada
$1.4M -$2.82K -11 -0.2%
MSF
1128
Mustard Seed Financial
Arkansas
$1.39M +$17.9K +70 +1%
GC
1129
Grange Capital
Oregon
$1.39M -$89.4K -349 -6%
AGP
1130
Autumn Glory Partners
Texas
$1.39M +$956K +3,731 +225%
KWMG
1131
King Wealth Management Group
Florida
$1.39M – – –
BAH
1132
Beacon Advisors Holdings
Texas
$1.38M +$1.37M +5,360 New
CW
1133
Cabot-Wellington
Massachusetts
$1.38M -$670K -2,617 -33%
HG
1134
Harbor Group
New Hampshire
$1.38M -$49.2K -192 -3%
WAM
1135
WealthTrust Asset Management
Florida
$1.38M +$1.37M +5,341 New
DWM
1136
Defined Wealth Management
Oregon
$1.38M -$26.1K -102 -2%
BDFN
1137
Bond & Devick Financial Network
Minnesota
$1.37M +$19K +74 +1%
FCIM
1138
Fairview Capital Investment Management
California
$1.37M +$20.2K +79 +2%
CWG
1139
Cornerstone Wealth Group
North Carolina
$1.37M -$96.6K -377 -7%
OWA
1140
Oak Wealth Advisors
Illinois
$1.37M – – –
Chevy Chase Trust
1141
Chevy Chase Trust
Maryland
$1.36M -$181K -706 -12%
FFA
1142
Founders Financial Alliance
North Carolina
$1.36M -$75.8K -296 -5%
QCG
1143
Quadrant Capital Group
Ohio
$1.36M – – –
PWM
1144
Paulson Wealth Management
Illinois
$1.36M -$196K -766 -13%
FHC
1145
First Horizon Corporation
Tennessee
$1.35M -$28.7K -112 -2%
GSIS
1146
Global Strategic Investment Solutions
Arizona
$1.35M -$18.2K -71 -1%
TFA
1147
Trinity Financial Advisors
Ohio
$1.35M -$10.5K -41 -0.8%
GSF
1148
Grove Street Fiduciary
New Hampshire
$1.34M – – –
ORC
1149
O'Rourke & Company
Massachusetts
$1.34M -$28.9K -113 -2%
NJIM
1150
Nabity-Jensen Investment Management
Nebraska
$1.34M +$130K +508 +11%