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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
1301
1900 Wealth Management
Texas
$545K -$134K -623 -21%
OSNBOA
1302
Old Second National Bank of Aurora
Illinois
$545K – – –
RIA
1303
Realta Investment Advisors
Delaware
$543K +$126K +586 +33%
FF
1304
Francis Financial
$542K – – –
LWM
1305
Luminvest Wealth Management
Arizona
$541K -$280K -1,302 -36%
TNA
1306
True North Advisors
Texas
$536K +$65.6K +305 +15%
CAL
1307
Capital Advisors Ltd
Ohio
$535K +$215 +1 +0%
SIA
1308
Schechter Investment Advisors
Michigan
$534K -$42.2K -196 -8%
PSCM
1309
Per Stirling Capital Management
Texas
$534K -$38.3K -178 -7%
EFA
1310
Evernest Financial Advisors
Indiana
$533K +$150K +699 +38%
MWM
1311
Merriman Wealth Management
Washington
$532K +$25.2K +117 +5%
GAM
1312
Griffin Asset Management
New York
$532K +$1.29K +6 +0.3%
FAG
1313
Fortitude Advisory Group
Washington
$531K +$30.3K +141 +6%
FWP
1314
FAS Wealth Partners
Kansas
$531K -$12.9K -60 -3%
ARG
1315
Advisory Resource Group
Oklahoma
$530K +$7.53K +35 +2%
BLC
1316
Brown, Lisle/Cummings
Rhode Island
$526K +$215 +1 +0%
ERWM
1317
Elk River Wealth Management
Colorado
$525K -$71.4K -332 -13%
CD
1318
Chapin Davis
Maryland
$524K +$42.4K +197 +9%
PL
1319
Plancorp LLC
Missouri
$524K – – –
MCM
1320
Mattern Capital Management
Colorado
$522K – – –
IVP
1321
Intrinsic Value Partners
Arizona
$521K – – –
AAG
1322
Armstrong Advisory Group
Massachusetts
$520K – – –
MAG
1323
M3 Advisory Group
Massachusetts
$518K +$228K +1,062 +88%
ACM
1324
Armbruster Capital Management
New York
$518K – – –
TA
1325
TrueWealth Advisors
Alabama
$515K -$7.74K -36 -2%