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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1226
Charter Oak Capital Management
New Hampshire
$1.16M +$152K +563 +15%
LWMNY
1227
Landmark Wealth Management (New York)
New York
$1.16M +$89.6K +331 +8%
MWM
1228
MorganRosel Wealth Management
Colorado
$1.16M -$426K -1,576 -26%
CFP
1229
Catalyst Financial Partners
Massachusetts
$1.16M +$205K +758 +21%
FWI
1230
Facet Wealth Inc
Maryland
$1.15M +$274K +1,012 +30%
BST
1231
Bath Savings Trust
Maine
$1.15M +$153K +564 +15%
CPA
1232
Cardiff Park Advisors
California
$1.15M +$4.06K +15 +0.3%
ACM
1233
Absolute Capital Management
Pennsylvania
$1.15M +$170K +628 +17%
CWMS
1234
Cannon Wealth Management Services
North Carolina
$1.14M +$76K +281 +7%
LC
1235
Lincoln Capital
Nebraska
$1.14M -$1.08K -4 -0.1%
CWM
1236
Consultiva Wealth Management
Puerto Rico
$1.14M
AAMC
1237
Asset Allocation & Management Company
Illinois
$1.14M
AG
1238
AlTi Global
New York
$1.14M -$500K -1,847 -30%
CWS
1239
Confluence Wealth Services
Pennsylvania
$1.13M +$183K +678 +19%
HG
1240
Harbor Group
New Hampshire
$1.13M -$276K -1,019 -19%
BOM
1241
Bank of Marin
California
$1.13M
Fisher Asset Management
1242
Fisher Asset Management
Washington
$1.12M +$162K +597 +16%
BC
1243
Brio Consultants
California
$1.12M -$37.1K -137 -3%
TCM
1244
TABR Capital Management
California
$1.12M -$75.2K -278 -6%
CCC
1245
Compass Capital Corp
Massachusetts
$1.12M -$11.6K -43 -1%
BFC
1246
Bedel Financial Consulting
Indiana
$1.12M +$2.17K +8 +0.2%
MFA
1247
Millington Financial Advisors
Illinois
$1.12M -$1.35K -5 -0.1%
SCA
1248
Stillwater Capital Advisors
Pennsylvania
$1.11M
ACM
1249
Armbruster Capital Management
New York
$1.11M +$6.76K +25 +0.6%
AFO
1250
Arrowroot Family Office
California
$1.11M +$47.6K +176 +4%