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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1151
North Star Investment Management
Illinois
$734K -$59.7K -310 -8%
BFM
1152
Boston Financial Management
Massachusetts
$732K -$45.3K -235 -6%
SWM
1153
Segment Wealth Management
Texas
$725K -$6.55K -34 -1%
MGWM
1154
Marks Group Wealth Management
Minnesota
$724K +$68.6K +356 +12%
YIA
1155
YHB Investment Advisors
Connecticut
$723K – – –
PIA
1156
Perennial Investment Advisors
California
$715K +$42.4K +220 +7%
FPTW
1157
Franklin, Parlapiano, Turner & Welch
Texas
$714K – – –
MFA
1158
Mayflower Financial Advisors
Massachusetts
$713K +$31.8K +165 +5%
FTWA
1159
Fifth Third Wealth Advisors
Ohio
$711K +$38.5K +200 +6%
ES
1160
Eagle Strategies
New York
$710K -$474K -2,460 -43%
LBC
1161
Lowe Brockenbrough & Co
Virginia
$709K +$221K +1,149 +53%
BFO
1162
Biltmore Family Office
North Carolina
$708K – – –
LWMNY
1163
Landmark Wealth Management (New York)
New York
$706K +$30.4K +158 +5%
HKIMG
1164
Hutchens & Kramer Investment Management Group
Indiana
$705K -$65.5K -340 -9%
National Bank of Canada
1165
National Bank of Canada
Quebec, Canada
$703K -$5.59K -29 -0.9%
WCM
1166
Winthrop Capital Management
Indiana
$700K +$676K +3,508 New
EA
1167
Eudaimonia Advisors
Tennessee
$695K +$32.6K +169 +5%
OIA
1168
Optimum Investment Advisors
Illinois
$693K -$11.6K -60 -2%
ATI
1169
ARK & TLK Investments
Oklahoma
$693K +$626K +3,249 New
HAS
1170
HBW Advisory Services
California
$693K +$44.5K +231 +8%
BFG
1171
Baron Financial Group
New Jersey
$690K +$623K +3,232 New
GIA
1172
Guyasuta Investment Advisors
Pennsylvania
$690K +$578 +3 +0.1%
BWA
1173
Bordeaux Wealth Advisors
California
$689K +$199K +1,035 +47%
NAMNJ
1174
NorthStar Asset Management (New Jersey)
New Jersey
$682K +$616K +3,199 New
MSA
1175
Marathon Strategic Advisors
Pennsylvania
$682K +$616K +3,196 New