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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1326
Confluence Wealth Services
Pennsylvania
$480K +$102K +530 +31%
AP
1327
Appleton Partners
Massachusetts
$477K -$9.63K -50 -2%
AFTS
1328
American Financial & Tax Strategies
New York
$475K +$429K +2,228 New
SJGA
1329
Stephen J. Garry & Associates
New York
$473K +$427K +2,215 New
MWM
1330
Merriman Wealth Management
Washington
$471K -$3.02M -15,652 -88%
BWL
1331
Bogart Wealth LLC
Virginia
$471K -$54.3K -282 -11%
SWM
1332
SFG Wealth Management
Maryland
$470K -$2.7K -14 -0.6%
PP
1333
Patron Partners
Texas
$469K +$65.5K +340 +18%
PTC
1334
Philadelphia Trust Company
Pennsylvania
$467K – – –
CKAIS
1335
Christensen King & Associates Investment Services
Washington
$466K +$420K +2,182 New
FAG
1336
Fortitude Advisory Group
Washington
$465K -$16.6K -86 -4%
CCA
1337
Clarity Capital Advisors
Florida
$462K +$417K +2,166 New
Luther King Capital Management (LKCM)
1338
Luther King Capital Management (LKCM)
Texas
$456K – – –
GHA
1339
Granite Harbor Advisors
Texas
$450K -$22.2K -115 -5%
FPCG
1340
Forum Private Client Group
Indiana
$448K +$405K +2,102 New
CC
1341
Cannell & Co
New York
$448K +$78.6K +408 +24%
CD
1342
Chapin Davis
Maryland
$447K – – –
GWANC
1343
Guardian Wealth Advisors (North Carolina)
North Carolina
$447K +$125K +651 +45%
CFO
1344
CVA Family Office
Colorado
$445K -$141K -732 -26%
OW
1345
Olistico Wealth
Oklahoma
$444K +$193 +1 +0%
SIM
1346
Stratos Investment Management
Ohio
$443K -$29.1K -151 -7%
NAM
1347
NTV Asset Management
West Virginia
$443K – – –
PCM
1348
Passive Capital Management
Maryland
$442K -$898K -4,662 -69%
FCB
1349
First County Bank
Connecticut
$442K +$32.8K +170 +9%
NB
1350
Nicolet Bankshares
Wisconsin
$441K -$11.8K -61 -3%