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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BST
1251
Bath Savings Trust
Maine
$565K +$120K +625 +31%
ONB
1252
Old National Bancorp
Indiana
$563K -$26K -135 -5%
RFS
1253
Richardson Financial Services
Massachusetts
$562K +$508K +2,634 New
HWP
1254
Hibernia Wealth Partners
Louisiana
$561K +$157K +817 +45%
ERWM
1255
Elk River Wealth Management
Colorado
$560K – – –
LW
1256
Linscomb Wealth
Texas
$560K -$114K -591 -18%
DWS
1257
Discipline Wealth Solutions
South Carolina
$560K +$513K +2,663 New
MWA
1258
Moser Wealth Advisors
Washington
$558K +$55.3K +287 +12%
MPCL
1259
My Personal CFO LLC
Washington
$557K +$208K +1,080 +71%
MW
1260
MBL Wealth
North Carolina
$555K +$6.74K +35 +1%
C
1261
Certuity
Florida
$553K +$208K +1,079 +71%
RWMH
1262
Riverpoint Wealth Management Holdings
Illinois
$553K -$1.54K -8 -0.3%
GKIM
1263
GW&K Investment Management
Massachusetts
$550K +$2.12K +11 +0.4%
TFA
1264
Transamerica Financial Advisors
Florida
$548K +$495K +2,568 New
WCWM
1265
Willow Creek Wealth Management
California
$547K +$28.7K +149 +6%
AWM
1266
Accel Wealth Management
Iowa
$547K +$3.66K +19 +0.7%
TNB
1267
Thomasville National Bank
Georgia
$544K -$23.9K -124 -5%
MIA
1268
MainStreet Investment Advisors
Illinois
$542K -$12.5K -65 -2%
SIA
1269
Schechter Investment Advisors
Michigan
$541K -$3.27K -17 -0.7%
WCM
1270
Washburn Capital Management
Florida
$537K -$3.61M -18,747 -88%
PSCM
1271
Per Stirling Capital Management
Texas
$536K -$36.2K -188 -7%
MAM
1272
Meeder Asset Management
Ohio
$535K -$88.6K -460 -16%
SC
1273
Searle & Co
Connecticut
$533K +$50.1K +260 +12%
PA
1274
PFW Advisors
Georgia
$532K -$65.7K -341 -12%
RTC
1275
Riverview Trust Company
Washington
$531K +$479K +2,488 New