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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1301
Courage Miller Partners
Virginia
$286K +$41K +195 +17%
BMO
1302
Beck Mack & Oliver
New York
$285K -$21.1K -100 -7%
NDSI
1303
Newman Dignan & Sheerar Inc
Rhode Island
$283K -$79.4K -377 -22%
GWM
1304
GSB Wealth Management
Connecticut
$283K +$211 +1 +0.1%
VAS
1305
Vestmark Advisory Solutions
Massachusetts
$282K
NWM
1306
NEIRG Wealth Management
Massachusetts
$282K +$280K +1,328 New
OC
1307
Oakworth Capital
Alabama
$281K
CAL
1308
Capital Analysts LLC
Pennsylvania
$281K +$14.7K +70 +6%
AP
1309
Adero Partners
California
$281K +$278K +1,321 New
MCP
1310
Mirador Capital Partners
California
$280K -$146K -694 -35%
LWCFA
1311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$279K -$10.5K -50 -4%
LAM
1312
LifePro Asset Management
California
$279K +$29.5K +140 +12%
TC
1313
Truvestments Capital
Florida
$276K +$38.9K +185 +17%
WFG
1314
Wills Financial Group
Virginia
$275K -$29.1K -138 -10%
BB
1315
Busey Bank
Illinois
$275K +$30.9K +147 +13%
PFG
1316
Pacific Financial Group
Washington
$273K -$421 -2 -0.2%
MFWM
1317
Motley Fool Wealth Management
Virginia
$272K -$24K -114 -8%
GEA
1318
Glen Eagle Advisors
New Jersey
$272K +$211 +1 +0.1%
CAM
1319
Covenant Asset Management
New Jersey
$271K -$3.37K -16 -1%
D
1320
Diversified
Delaware
$271K
PCG
1321
Prosperity Consulting Group
Maryland
$270K -$25.1K -119 -9%
NAM
1322
NTV Asset Management
West Virginia
$267K
PJSIMP
1323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K -$50.5K -240 -15%
OC
1324
Oarsman Capital
Wisconsin
$265K
TFGT
1325
TS Financial Group (TSFG)
Illinois
$263K -$10.3K -49 -4%