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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1176
Bordeaux Wealth Advisors
California
$775K +$34.8K +162 +5%
MPM
1177
Meritage Portfolio Management
Kansas
$773K -$137K -636 -16%
FPTW
1178
Franklin, Parlapiano, Turner & Welch
Texas
$765K – – –
ACM
1179
Advisors Capital Management
New Jersey
$764K -$595K -2,768 -45%
FWIA
1180
Fort Washington Investment Advisors
Ohio
$763K +$98.1K +456 +16%
BP
1181
BBR Partners
New York
$762K +$88.8K +413 +14%
SJL
1182
Shayne & Jacobs LLC
Tennessee
$759K -$32.3K -150 -4%
BFO
1183
Biltmore Family Office
North Carolina
$758K – – –
NB
1184
NBT Bank
New York
$757K -$334K -1,552 -32%
NAMNJ
1185
NorthStar Asset Management (New Jersey)
New Jersey
$757K +$24.1K +112 +4%
National Bank of Canada
1186
National Bank of Canada
Quebec, Canada
$757K +$17.9K +83 +3%
SFS
1187
Strategic Financial Services
New York
$751K -$35.5K -165 -5%
ATI
1188
ARK & TLK Investments
Oklahoma
$742K -$430 -2 -0.1%
CCT
1189
Capital City Trust
Florida
$740K +$82.8K +385 +13%
AWM
1190
Arista Wealth Management
Nevada
$740K +$472K +2,195 +211%
SC
1191
Sapient Capital
Indiana
$737K +$315K +1,464 +83%
HKIMG
1192
Hutchens & Kramer Investment Management Group
Indiana
$736K -$12.3K -57 -2%
KA
1193
Kovack Advisors
Florida
$732K -$367K -1,706 -35%
CIA
1194
Cohen Investment Advisors
New Hampshire
$731K +$3.01K +14 +0.4%
FIM
1195
Freedom Investment Management
Connecticut
$728K +$685K +3,185 New
SFI
1196
SPC Financial Inc
Maryland
$726K – – –
MA
1197
MJP Associates
Connecticut
$724K +$106K +492 +18%
TFM
1198
Trademark Financial Management
Minnesota
$723K -$86K -400 -11%
WCF
1199
West Coast Financial
California
$722K – – –
RTC
1200
Riverview Trust Company
Washington
$719K +$141K +657 +26%