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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1326
Appleton Partners
Massachusetts
$477K -$9.63K -50 -2%
AFTS
1327
American Financial & Tax Strategies
New York
$475K +$429K +2,228 New
SJGA
1328
Stephen J. Garry & Associates
New York
$473K +$427K +2,215 New
MWM
1329
Merriman Wealth Management
Washington
$471K -$3.02M -15,652 -88%
BWL
1330
Bogart Wealth LLC
Virginia
$471K -$54.3K -282 -11%
SWM
1331
SFG Wealth Management
Maryland
$470K -$2.7K -14 -0.6%
PP
1332
Patron Partners
Texas
$469K +$65.5K +340 +18%
PTC
1333
Philadelphia Trust Company
Pennsylvania
$467K
CKAIS
1334
Christensen King & Associates Investment Services
Washington
$466K +$420K +2,182 New
FAG
1335
Fortitude Advisory Group
Washington
$465K -$16.6K -86 -4%
CCA
1336
Clarity Capital Advisors
Florida
$462K +$417K +2,166 New
Luther King Capital Management (LKCM)
1337
Luther King Capital Management (LKCM)
Texas
$456K
GHA
1338
Granite Harbor Advisors
Texas
$450K -$22.2K -115 -5%
FPCG
1339
Forum Private Client Group
Indiana
$448K +$405K +2,102 New
CC
1340
Cannell & Co
New York
$448K +$78.6K +408 +24%
CD
1341
Chapin Davis
Maryland
$447K
GWANC
1342
Guardian Wealth Advisors (North Carolina)
North Carolina
$447K +$125K +651 +45%
CFO
1343
CVA Family Office
Colorado
$445K -$141K -732 -26%
OW
1344
Olistico Wealth
Oklahoma
$444K +$193 +1 +0%
SIM
1345
Stratos Investment Management
Ohio
$443K -$29.1K -151 -7%
NAM
1346
NTV Asset Management
West Virginia
$443K
PCM
1347
Passive Capital Management
Maryland
$442K -$898K -4,662 -69%
FCB
1348
First County Bank
Connecticut
$442K +$32.8K +170 +9%
NB
1349
Nicolet Bankshares
Wisconsin
$441K -$11.8K -61 -3%
HHGA
1350
Halbert Hargrove Global Advisors
California
$441K +$399K +2,069 New