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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
1326
Vista Investment Partners II
Indiana
$922K +$225K +831 +31%
EBWM
1327
Eagle Bluffs Wealth Management
Missouri
$920K -$37.3K -138 -4%
DPW
1328
DiNuzzo Private Wealth
Pennsylvania
$920K
PCM
1329
Passive Capital Management
Maryland
$917K
OCBCO
1330
Oversea-Chinese Banking Corp (OCBC)
Singapore
$917K +$947K +3,500 New
CJ
1331
Caitlin John
Michigan
$914K -$32.5K -120 -3%
DSA
1332
Droms Strauss Advisors
Missouri
$913K -$68.7K -254 -7%
FWIA
1333
Fort Washington Investment Advisors
Ohio
$913K -$12.4K -46 -1%
BW
1334
BXM Wealth
Colorado
$906K +$59K +218 +7%
GI
1335
GAMMA Investing
California
$905K -$18.7K -69 -2%
WCM
1336
Winthrop Capital Management
Indiana
$903K -$45.5K -168 -5%
BA
1337
Bridgewater Advisors
New York
$903K -$180K -664 -17%
SWA
1338
Sterling Wealth Advisors
Florida
$902K -$44.7K -165 -5%
PP
1339
Pearl Planning
Michigan
$902K -$1.08K -4 -0.1%
CT
1340
Caldwell Trust
Florida
$901K -$3.52K -13 -0.4%
GIA
1341
Guyasuta Investment Advisors
Pennsylvania
$901K +$64.9K +240 +8%
BFA
1342
Ballast Financial Advisors
Pennsylvania
$901K +$62.2K +230 +7%
SWM
1343
Segment Wealth Management
Texas
$899K
VFP
1344
Verus Financial Partners
Virginia
$898K -$23.5K -87 -3%
CS
1345
Cannell & Spears
New York
$898K +$120K +445 +15%
QWM
1346
Quadcap Wealth Management
Texas
$898K +$4.33K +16 +0.5%
TPI
1347
Trust Point Inc
Wisconsin
$894K +$16.2K +60 +2%
KFAS
1348
Keating Financial Advisory Services
Kansas
$891K -$187K -692 -17%
OC
1349
Oakworth Capital
Alabama
$890K +$427K +1,579 +87%
AMM
1350
American Money Management
California
$890K -$2.98K -11 -0.3%