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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1176
Chas P. Smith & Associates (CPS)
Florida
$950K +$32K +134 +3%
WTFG
1177
Wells Trecaso Financial Group
Ohio
$950K +$51.3K +215 +5%
FA
1178
Forefront Analytics
Pennsylvania
$944K +$4.06K +17 +0.4%
WP
1179
WealthShield Partners
North Carolina
$944K +$258K +1,081 +34%
BFO
1180
Biltmore Family Office
North Carolina
$937K – – –
CPA
1181
Cardiff Park Advisors
California
$936K -$343K -1,438 -25%
BA
1182
Bridgewater Advisors
New York
$932K +$1.03M +4,299 New
SNBOSD
1183
Security National Bank of So Dak
Iowa
$931K -$78.1K -327 -7%
LPAM
1184
Lodestar Private Asset Management
California
$931K +$16.7K +70 +2%
SIS
1185
Strategic Investment Solutions
Illinois
$930K +$315K +1,317 +46%
MWM
1186
Maltin Wealth Management
New Jersey
$929K +$1M +4,191 New
UF
1187
Univest Financial
Pennsylvania
$928K -$87.9K -368 -8%
GWA
1188
GGM Wealth Advisors
Maryland
$928K +$108K +452 +12%
D.E. Shaw & Co
1189
D.E. Shaw & Co
New York
$926K +$997K +4,176 New
WEG
1190
World Equity Group
Illinois
$920K -$836K -3,499 -46%
LC
1191
Luminist Capital
Michigan
$918K +$76.7K +321 +8%
DI
1192
Disciplined Investments
Oklahoma
$916K -$2.87K -12 -0.3%
LIA
1193
LifePlan Investment Advisors
North Carolina
$913K +$118K +496 +14%
NGA
1194
Naples Global Advisors
Florida
$912K -$40.1K -168 -4%
1SB
1195
1ST Source Bank
Indiana
$912K – – –
IWB
1196
Innovative Wealth Building
Maryland
$909K -$15K -63 -2%
RTC
1197
Riverview Trust Company
Washington
$909K – – –
BOJHT
1198
Bank of Jackson Hole Trust
Wyoming
$908K -$48.2K -202 -5%
DSA
1199
Droms Strauss Advisors
Missouri
$905K +$955 +4 +0.1%
FAN
1200
Financial Advisors Network
California
$903K -$27.5K -115 -3%