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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMS
1301
Cannon Wealth Management Services
North Carolina
$594K +$569K +2,503 New
SC
1302
Searle & Co
Connecticut
$593K – – –
SDWMA
1303
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K -$22.3K -98 -4%
FWP
1304
FAS Wealth Partners
Kansas
$589K +$4.09K +18 +0.7%
MWM
1305
Merriman Wealth Management
Washington
$586K +$60.9K +268 +12%
OSNBOA
1306
Old Second National Bank of Aurora
Illinois
$582K +$15.9K +70 +3%
MBT
1307
Montecito Bank & Trust
California
$580K – – –
ARG
1308
Advisory Resource Group
Oklahoma
$578K – – –
CAL
1309
Capital Advisors Ltd
Ohio
$576K +$19.8K +87 +4%
TCBWMS
1310
Texas Capital Bank Wealth Management Services
Texas
$576K -$239K -1,050 -30%
NWM
1311
Northwest Wealth Management
Iowa
$575K -$45.2K -199 -8%
PAA
1312
Peregrine Asset Advisers
Oregon
$575K +$8.63K +38 +2%
EWP
1313
Elevation Wealth Partners
California
$574K +$454 +2 +0.1%
BB
1314
Bell Bank
North Dakota
$574K – – –
1WM
1315
1900 Wealth Management
Texas
$572K +$6.36K +28 +1%
SWM
1316
Stockman Wealth Management
Montana
$571K -$132K -580 -19%
GCM
1317
Glaxis Capital Management
Florida
$571K +$2.04K +9 +0.4%
GD
1318
Grandfield & Dodd
New York
$570K – – –
TNB
1319
Thomasville National Bank
Georgia
$569K – – –
AWM
1320
AllSquare Wealth Management
New York
$569K +$123K +542 +29%
KFSC
1321
Keystone Financial Services (Colorado)
Colorado
$556K -$17K -75 -3%
PWM
1322
Penobscot Wealth Management
Maine
$556K -$15.9K -70 -3%
TNA
1323
True North Advisors
Texas
$555K – – –
MCG
1324
McCollum Christoferson Group
New York
$555K – – –
SFS
1325
Strategic Financial Services
New York
$554K -$56.8K -250 -10%