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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GD
1201
Grandfield & Dodd
New York
$456K -$47.2K -250 -10%
FPCG
1202
Forum Private Client Group
Indiana
$456K -$13.8K -73 -3%
GHA
1203
Granite Harbor Advisors
Texas
$455K -$20.4K -108 -5%
IPW
1204
Intergy Private Wealth
Colorado
$453K -$1.51K -8 -0.3%
TPW
1205
Tiller Private Wealth
Pennsylvania
$452K -$981K -5,191 -70%
SIM
1206
Stratos Investment Management
Ohio
$451K +$756 +4 +0.2%
ACM
1207
Armbruster Capital Management
New York
$451K -$35K -185 -8%
PB
1208
Pinnacle Bancorp
Nebraska
$450K +$20.8K +110 +5%
LGWM
1209
Litman Gregory Wealth Management
California
$450K +$428K +2,263 New
FLA
1210
Financial Life Advisors
Texas
$450K -$192K -1,018 -31%
NF
1211
Nikulski Financial
Iowa
$449K -$5.67K -30 -1%
TW
1212
Transform Wealth
Colorado
$449K +$756 +4 +0.2%
BWL
1213
Bogart Wealth LLC
Virginia
$448K -$53.7K -284 -11%
BWM
1214
Birchcreek Wealth Management
Ohio
$448K – – –
FWP
1215
FAS Wealth Partners
Kansas
$447K -$40.1K -212 -9%
MW
1216
MBL Wealth
North Carolina
$444K +$27.4K +145 +7%
BHIA
1217
Birch Hill Investment Advisors
Massachusetts
$441K -$78K -413 -16%
BWA
1218
Bordeaux Wealth Advisors
California
$436K -$12.1K -64 -3%
Fisher Asset Management
1219
Fisher Asset Management
Washington
$435K +$189K +1,001 +84%
PTC
1220
Philadelphia Trust Company
Pennsylvania
$435K – – –
HWA
1221
HHM Wealth Advisors
Tennessee
$434K – – –
Chevy Chase Trust
1222
Chevy Chase Trust
Maryland
$434K -$33.3K -176 -7%
AWM
1223
Accel Wealth Management
Iowa
$433K +$336K +1,780 +449%
PL
1224
Plancorp LLC
Missouri
$433K +$11K +58 +3%
TI
1225
Trexquant Investment
Connecticut
$432K +$83.5K +442 +26%