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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1376
Thompson Davis & Co
Virginia
$447K +$19.4K +90 +5%
AWM
1377
Aprio Wealth Management
Georgia
$446K +$185K +858 +78%
HIM
1378
Harbour Investment Management
Washington
$446K +$420K +1,952 New
FPCG
1379
Forum Private Client Group
Indiana
$446K -$32.3K -150 -7%
MPW
1380
Melone Private Wealth
Michigan
$443K +$645 +3 +0.2%
JWCA
1381
J.W. Coons Advisors
Ohio
$442K +$29K +135 +8%
RW
1382
Rede Wealth
Virginia
$442K -$242K -1,126 -37%
ACM
1383
Advance Capital Management
Michigan
$442K +$124K +577 +43%
WIP
1384
WealthCare Investment Partners
Rhode Island
$440K -$23.2K -108 -5%
LWM
1385
LJI Wealth Management
Indiana
$438K +$17K +79 +4%
GAB
1386
German American Bancorp
Indiana
$437K -$1.64M -7,613 -80%
CWM
1387
Chemistry Wealth Management
New York
$436K +$215 +1 +0.1%
VC
1388
Veery Capital
Delaware
$436K -$109K -506 -21%
CCG
1389
Cypress Capital Group
Florida
$433K
OFP
1390
OLIO Financial Planning
Virginia
$432K
DF
1391
DecisionPoint Financial
Arizona
$431K -$16.1K -75 -4%
SWM
1392
Selective Wealth Management
Virginia
$431K -$26K -121 -6%
AWM
1393
AllSquare Wealth Management
New York
$430K
UL
1394
Unionview LLC
Washington
$429K +$1.29K +6 +0.3%
AWC
1395
Adamsbrown Wealth Consultants
Kansas
$429K -$20.4K -95 -5%
HSA
1396
HBK Sorce Advisory
Pennsylvania
$428K +$69.9K +325 +21%
CT
1397
Caldwell Trust
Florida
$427K
BHWM
1398
Bar Harbor Wealth Management
New Hampshire
$426K +$14K +65 +4%
GWM
1399
Geneos Wealth Management
Colorado
$425K -$105K -487 -21%
VCM
1400
Vision Capital Management
Oregon
$422K -$41.7K -194 -10%