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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1251
Tradewinds Capital Management
Washington
$360K
BI
1252
Berkeley Inc
Idaho
$358K
APP
1253
Avantax Planning Partners
Iowa
$358K +$34.1K +150 +10%
SAM
1254
Silvercrest Asset Management
New York
$356K
PCMK
1255
Paragon Capital Management (Kansas)
Kansas
$354K +$1.36K +6 +0.4%
FMTC
1256
Farmers & Merchants Trust Company
California
$353K
WA
1257
WP Advisors
California
$353K +$15.5K +68 +5%
LC
1258
Lincoln Capital
Nebraska
$352K -$15.9K -70 -4%
SCA
1259
Strategic Capital Advisers
Colorado
$349K +$454 +2 +0.1%
UL
1260
Unionview LLC
Washington
$348K +$349K +1,538 New
ADL
1261
Asset Dedication LLC
California
$347K +$108K +476 +45%
AF
1262
Alerus Financial
North Dakota
$346K -$6.59K -29 -2%
RWP
1263
RWA Wealth Partners
Massachusetts
$346K
AIA
1264
Angeles Investment Advisors
California
$346K +$348K +1,533 New
WA
1265
Wambolt & Associates
Colorado
$345K -$8.18K -36 -2%
CT
1266
Coastline Trust
Rhode Island
$345K +$53.4K +235 +18%
KFS
1267
Kelly Financial Services
Massachusetts
$344K +$13.6K +60 +4%
GWA
1268
GGM Wealth Advisors
Maryland
$343K -$20.5K -90 -5%
WFA
1269
Wipfli Financial Advisors
Wisconsin
$342K +$344K +1,515 New
FIA
1270
Foundations Investment Advisors
Arizona
$340K -$562K -2,475 -62%
ME
1271
McIlrath & Eck
Washington
$340K -$682 -3 -0.2%
CA
1272
CSM Advisors
Pennsylvania
$339K
GC
1273
Gilbert & Cook
Iowa
$338K +$13.9K +61 +4%
DE
1274
Day & Ennis
Georgia
$337K +$1.59K +7 +0.5%
IF
1275
Ironwood Financial
Arizona
$337K +$52.7K +232 +18%