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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1151
Boston Financial Management
Massachusetts
$732K -$45.3K -235 -6%
SWM
1152
Segment Wealth Management
Texas
$725K -$6.55K -34 -1%
MGWM
1153
Marks Group Wealth Management
Minnesota
$724K +$68.6K +356 +12%
YIA
1154
YHB Investment Advisors
Connecticut
$723K
PIA
1155
Perennial Investment Advisors
California
$715K +$42.4K +220 +7%
FPTW
1156
Franklin, Parlapiano, Turner & Welch
Texas
$714K
MFA
1157
Mayflower Financial Advisors
Massachusetts
$713K +$31.8K +165 +5%
FTWA
1158
Fifth Third Wealth Advisors
Ohio
$711K +$38.5K +200 +6%
ES
1159
Eagle Strategies
New York
$710K -$474K -2,460 -43%
LBC
1160
Lowe Brockenbrough & Co
Virginia
$709K +$221K +1,149 +53%
BFO
1161
Biltmore Family Office
North Carolina
$708K
LWMNY
1162
Landmark Wealth Management (New York)
New York
$706K +$30.4K +158 +5%
HKIMG
1163
Hutchens & Kramer Investment Management Group
Indiana
$705K -$65.5K -340 -9%
National Bank of Canada
1164
National Bank of Canada
Quebec, Canada
$703K -$5.59K -29 -0.9%
WCM
1165
Winthrop Capital Management
Indiana
$700K +$676K +3,508 New
EA
1166
Eudaimonia Advisors
Tennessee
$695K +$32.6K +169 +5%
OIA
1167
Optimum Investment Advisors
Illinois
$693K -$11.6K -60 -2%
ATI
1168
ARK & TLK Investments
Oklahoma
$693K +$626K +3,249 New
HAS
1169
HBW Advisory Services
California
$693K +$44.5K +231 +8%
BFG
1170
Baron Financial Group
New Jersey
$690K +$623K +3,232 New
GIA
1171
Guyasuta Investment Advisors
Pennsylvania
$690K +$578 +3 +0.1%
BWA
1172
Bordeaux Wealth Advisors
California
$689K +$199K +1,035 +47%
NAMNJ
1173
NorthStar Asset Management (New Jersey)
New Jersey
$682K +$616K +3,199 New
MSA
1174
Marathon Strategic Advisors
Pennsylvania
$682K +$616K +3,196 New
CIA
1175
Cohen Investment Advisors
New Hampshire
$680K +$6.74K +35 +1%