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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1326
Coppell Advisory Solutions
Texas
$554K -$52K -229 -9%
CS
1327
Cannell & Spears
New York
$554K -$56.1K -247 -10%
FIB
1328
First Interstate Bank
Montana
$553K +$18.6K +82 +4%
PIM
1329
Penobscot Investment Management
Massachusetts
$551K +$279K +1,226 +112%
BLC
1330
Brown, Lisle/Cummings
Rhode Island
$546K +$227 +1 +0%
ERWM
1331
Elk River Wealth Management
Colorado
$546K – – –
FCB
1332
First County Bank
Connecticut
$545K – – –
PMG
1333
ProVise Management Group
Florida
$543K -$23.6K -104 -4%
ACG
1334
Allen Capital Group
Nebraska
$543K -$22.5K -99 -4%
MCM
1335
Mattern Capital Management
Colorado
$542K – – –
EF
1336
Empowered Funds
Pennsylvania
$541K – – –
SWRP
1337
Summit Wealth & Retirement Planning
California
$540K +$112K +495 +28%
FTDI
1338
First Trust Direct Indexing
Massachusetts
$540K +$74.3K +327 +17%
PC
1339
Pecaut & Co
Iowa
$538K -$27K -119 -5%
RIL
1340
Rothschild Investment LLC
Illinois
$538K – – –
MSG
1341
Main Street Group
Virginia
$537K -$132K -581 -20%
MIA
1342
Milestone Investment Advisors
Wisconsin
$537K +$95.9K +422 +23%
EFL
1343
ERn Financial LLC
Wisconsin
$535K -$23.4K -103 -4%
Principal Financial Group
1344
Principal Financial Group
Iowa
$535K -$1.11M -4,879 -68%
FAG
1345
Fortitude Advisory Group
Washington
$533K -$52.9K -233 -9%
PL
1346
Plancorp LLC
Missouri
$528K +$454 +2 +0.1%
Luther King Capital Management (LKCM)
1347
Luther King Capital Management (LKCM)
Texas
$528K – – –
DWAM
1348
Duncan Williams Asset Management
Tennessee
$528K +$505K +2,224 New
SFPG
1349
Stonebridge Financial Planning Group
Florida
$526K -$28.2K -124 -5%
AWM
1350
Aprio Wealth Management
Georgia
$526K +$80.2K +353 +19%