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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1326
Cannell & Spears
New York
$554K -$56.1K -247 -10%
FIB
1327
First Interstate Bank
Montana
$553K +$18.6K +82 +4%
PIM
1328
Penobscot Investment Management
Massachusetts
$551K +$279K +1,226 +112%
BLC
1329
Brown, Lisle/Cummings
Rhode Island
$546K +$227 +1 +0%
ERWM
1330
Elk River Wealth Management
Colorado
$546K
FCB
1331
First County Bank
Connecticut
$545K
PMG
1332
ProVise Management Group
Florida
$543K -$23.6K -104 -4%
ACG
1333
Allen Capital Group
Nebraska
$543K -$22.5K -99 -4%
MCM
1334
Mattern Capital Management
Colorado
$542K
EF
1335
Empowered Funds
Pennsylvania
$541K
SWRP
1336
Summit Wealth & Retirement Planning
California
$540K +$112K +495 +28%
FTDI
1337
First Trust Direct Indexing
Massachusetts
$540K +$74.3K +327 +17%
PC
1338
Pecaut & Co
Iowa
$538K -$27K -119 -5%
RIL
1339
Rothschild Investment LLC
Illinois
$538K
MSG
1340
Main Street Group
Virginia
$537K -$132K -581 -20%
MIA
1341
Milestone Investment Advisors
Wisconsin
$537K +$95.9K +422 +23%
EFL
1342
ERn Financial LLC
Wisconsin
$535K -$23.4K -103 -4%
Principal Financial Group
1343
Principal Financial Group
Iowa
$535K -$1.11M -4,879 -68%
FAG
1344
Fortitude Advisory Group
Washington
$533K -$52.9K -233 -9%
PL
1345
Plancorp LLC
Missouri
$528K +$454 +2 +0.1%
Luther King Capital Management (LKCM)
1346
Luther King Capital Management (LKCM)
Texas
$528K
DWAM
1347
Duncan Williams Asset Management
Tennessee
$528K +$505K +2,224 New
SFPG
1348
Stonebridge Financial Planning Group
Florida
$526K -$28.2K -124 -5%
AWM
1349
Aprio Wealth Management
Georgia
$526K +$80.2K +353 +19%
SWM
1350
Sugarloaf Wealth Management
Georgia
$524K +$16.8K +74 +3%