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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1151
Blue Bell Private Wealth Management
Pennsylvania
$815K -$244K -1,133 -24%
CIBC World Market
1152
CIBC World Market
Ontario, Canada
$809K +$761K +3,539 New
TWM
1153
Trevian Wealth Management
Massachusetts
$806K +$3.44K +16 +0.5%
SPWM
1154
Schrum Private Wealth Management
Florida
$805K +$78.3K +364 +12%
SEP
1155
Southland Equity Partners
Missouri
$803K +$8.6K +40 +1%
SF
1156
Safeguard Financial
Wisconsin
$802K -$82K -381 -10%
WCM
1157
Winthrop Capital Management
Indiana
$802K – – –
CIA
1158
Capital Investment Advisors
Georgia
$799K -$112K -519 -13%
MWA
1159
Midland Wealth Advisors
Illinois
$798K +$84.3K +392 +13%
EA
1160
Eudaimonia Advisors
Tennessee
$795K +$47.3K +220 +7%
TPI
1161
Trust Point Inc
Wisconsin
$794K – – –
NSIM
1162
North Star Investment Management
Illinois
$793K +$5.38K +25 +0.7%
RSS
1163
Rosenblum Silverman Sutton
California
$792K – – –
TI
1164
Truepoint Inc
Ohio
$791K -$1.32M -6,151 -64%
MSF
1165
Mustard Seed Financial
Arkansas
$791K -$13.1K -61 -2%
FA
1166
Fiduciary Alliance
South Carolina
$787K -$645 -3 -0.1%
RG
1167
Rathbones Group
United Kingdom
$787K -$6.45K -30 -0.9%
BFM
1168
Boston Financial Management
Massachusetts
$787K +$1.72K +8 +0.2%
BSB
1169
Bangor Savings Bank
Maine
$786K -$35.7K -166 -5%
RA
1170
Rodgers & Associates
Pennsylvania
$783K -$120K -559 -14%
MFA
1171
Mayflower Financial Advisors
Massachusetts
$781K +$16.3K +76 +2%
LBC
1172
Lowe Brockenbrough & Co
Virginia
$780K +$19.4K +90 +3%
SWM
1173
Segment Wealth Management
Texas
$778K +$1.08K +5 +0.1%
RW
1174
REDW Wealth
New Mexico
$778K -$84.1K -391 -10%
MGWM
1175
Marks Group Wealth Management
Minnesota
$776K – – –