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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1176
BigSur Wealth Management
Florida
$271K – – –
CCM
1177
Crossvault Capital Management
Texas
$270K – – –
BOS
1178
Bingham Osborn & Scarborough
California
$269K – – –
BWM
1179
BCGM Wealth Management
Indiana
$268K – – –
SKK
1180
Shepherd Kaplan Krochuk
Massachusetts
$265K -$8.42K -38 -3%
CAL
1181
Capital Analysts LLC
Pennsylvania
$264K +$59.6K +269 +30%
FCIM
1182
Fairview Capital Investment Management
California
$264K +$260K +1,175 New
Simplex Trading
1183
Simplex Trading
Illinois
$264K +$260K +1,175 New
AMIM
1184
Aull & Monroe Investment Management
Alabama
$263K – – –
GIA
1185
GHP Investment Advisors
Colorado
$261K +$222 +1 +0.1%
CRI
1186
Colonial River Investments
Virginia
$259K +$5.1K +23 +2%
IFWM
1187
Institute for Wealth Management
Colorado
$258K – – –
WAS
1188
Winch Advisory Services
Wisconsin
$256K +$221K +999 +724%
BTWM
1189
Baker Tilly Wealth Management
Wisconsin
$255K +$251K +1,131 New
CS
1190
Credit Suisse
Switzerland
$253K +$40.3K +182 +19%
RH
1191
RFG Holdings
Texas
$253K +$249K +1,122 New
HAS
1192
HBW Advisory Services
California
$250K +$246K +1,111 New
HT
1193
Heritage Trust
Oklahoma
$249K – – –
NAM
1194
NTV Asset Management
West Virginia
$248K – – –
BIAS
1195
Beacon Investment Advisory Services
New Jersey
$248K +$244K +1,099 New
HCM
1196
Howland Capital Management
Massachusetts
$247K – – –
ICP
1197
Interchange Capital Partners
Pennsylvania
$246K -$220K -993 -48%
PWA
1198
Physician Wealth Advisors
Utah
$245K -$12K -54 -5%
NAG
1199
Northstar Advisory Group
New Jersey
$245K -$9.31K -42 -4%
CMP
1200
Courage Miller Partners
Virginia
$244K +$7.54K +34 +3%