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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
1176
Sound Financial Strategies Group
Mississippi
$724K +$729K +3,320 New
CCT
1177
Capital City Trust
Florida
$723K +$16.9K +77 +2%
AWM
1178
Arista Wealth Management
Nevada
$719K +$13.6K +62 +2%
RTC
1179
Riverview Trust Company
Washington
$719K +$33.4K +152 +5%
FIM
1180
Freedom Investment Management
Connecticut
$718K +$23.9K +109 +3%
BWM
1181
Birchcreek Wealth Management
Ohio
$716K -$83.9K -382 -10%
CFG
1182
Cooper Financial Group
California
$711K +$54.9K +250 +8%
ATI
1183
ARK & TLK Investments
Oklahoma
$708K – – –
DWS
1184
Discipline Wealth Solutions
South Carolina
$704K +$370K +1,684 +109%
MPCG
1185
Matrix Private Capital Group
New York
$699K +$21.7K +99 +3%
HKIMG
1186
Hutchens & Kramer Investment Management Group
Indiana
$697K -$5.71K -26 -0.8%
FMI
1187
F/M Investments
District of Columbia
$694K +$699K +3,185 New
AC
1188
Abbrea Capital
California
$694K -$105K -476 -13%
NB
1189
NBT Bank
New York
$694K -$29K -132 -4%
SFI
1190
SPC Financial Inc
Maryland
$692K – – –
MSA
1191
Marathon Strategic Advisors
Pennsylvania
$691K +$695K +3,167 New
LBC
1192
Lowe Brockenbrough & Co
Virginia
$690K -$56.7K -258 -8%
MA
1193
MJP Associates
Connecticut
$690K – – –
QWM
1194
Quadcap Wealth Management
Texas
$690K +$694K +3,161 New
GIA
1195
Guyasuta Investment Advisors
Pennsylvania
$690K – – –
WCF
1196
West Coast Financial
California
$688K – – –
AWM
1197
Adams Wealth Management
Utah
$687K -$180K -821 -21%
CI
1198
CacheTech Inc
Utah
$687K +$692K +3,152 New
FA
1199
FC Advisory
Pennsylvania
$686K +$17.1K +78 +3%
Qube Research & Technologies (QRT)
1200
Qube Research & Technologies (QRT)
United Kingdom
$685K +$633K +2,883 +1,117%