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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1301
Searle & Co
Connecticut
$593K
SDWMA
1302
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K -$22.3K -98 -4%
FWP
1303
FAS Wealth Partners
Kansas
$589K +$4.09K +18 +0.7%
MWM
1304
Merriman Wealth Management
Washington
$586K +$60.9K +268 +12%
OSNBOA
1305
Old Second National Bank of Aurora
Illinois
$582K +$15.9K +70 +3%
MBT
1306
Montecito Bank & Trust
California
$580K
ARG
1307
Advisory Resource Group
Oklahoma
$578K
CAL
1308
Capital Advisors Ltd
Ohio
$576K +$19.8K +87 +4%
TCBWMS
1309
Texas Capital Bank Wealth Management Services
Texas
$576K -$239K -1,050 -30%
NWM
1310
Northwest Wealth Management
Iowa
$575K -$45.2K -199 -8%
PAA
1311
Peregrine Asset Advisers
Oregon
$575K +$8.63K +38 +2%
EWP
1312
Elevation Wealth Partners
California
$574K +$454 +2 +0.1%
BB
1313
Bell Bank
North Dakota
$574K
1WM
1314
1900 Wealth Management
Texas
$572K +$6.36K +28 +1%
SWM
1315
Stockman Wealth Management
Montana
$571K -$132K -580 -19%
GCM
1316
Glaxis Capital Management
Florida
$571K +$2.04K +9 +0.4%
GD
1317
Grandfield & Dodd
New York
$570K
TNB
1318
Thomasville National Bank
Georgia
$569K
AWM
1319
AllSquare Wealth Management
New York
$569K +$123K +542 +29%
KFSC
1320
Keystone Financial Services (Colorado)
Colorado
$556K -$17K -75 -3%
PWM
1321
Penobscot Wealth Management
Maine
$556K -$15.9K -70 -3%
TNA
1322
True North Advisors
Texas
$555K
MCG
1323
McCollum Christoferson Group
New York
$555K
SFS
1324
Strategic Financial Services
New York
$554K -$56.8K -250 -10%
CAS
1325
Coppell Advisory Solutions
Texas
$554K -$52K -229 -9%