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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMO
1401
Beck Mack & Oliver
New York
$236K
IIC
1402
Ironwood Investment Counsel
Arizona
$236K +$16.7K +86 +7%
CFAM
1403
Coury Firm Asset Management
Pennsylvania
$235K +$241K +1,242 New
IFWM
1404
Institute for Wealth Management
Colorado
$232K +$7.17K +37 +3%
TC
1405
Truvestments Capital
Florida
$232K +$16.1K +83 +7%
DAM
1406
Derbend Asset Management
Georgia
$232K -$47.7K -246 -17%
CIC
1407
Chilton Investment Company
Connecticut
$231K +$237K +1,221 New
IWP
1408
IAG Wealth Partners
Wisconsin
$231K +$12.4K +64 +6%
GFS
1409
GYL Financial Synergies
Connecticut
$231K +$3.1K +16 +1%
LOPW
1410
Live Oak Private Wealth
North Carolina
$231K
ACG
1411
Allen Capital Group
Nebraska
$230K +$235K +1,211 New
RW
1412
RVW Wealth
California
$229K -$95K -490 -29%
RF
1413
RHS Financial
California
$229K -$29.9K -154 -11%
AC
1414
Anson Capital
Georgia
$228K +$234K +1,205 New
SGWM
1415
Sterling Group Wealth Management
California
$228K +$234K +1,205 New
JWM
1416
JGP Wealth Management
Oregon
$228K +$9.12K +47 +4%
PCTC
1417
Perkins Coie Trust Company
Washington
$228K
WP
1418
Westmount Partners
California
$227K +$233K +1,199 New
RWM
1419
Raffa Wealth Management
District of Columbia
$227K +$776 +4 +0.3%
PCMK
1420
Paragon Capital Management (Kansas)
Kansas
$226K +$970 +5 +0.4%
BCMLT
1421
Beacon Capital Management LLC (Tennessee)
Tennessee
$226K -$3.1K -16 -1%
PAIM
1422
Punch & Associates Investment Management
Minnesota
$225K -$1.23M -6,363 -84%
FCA
1423
FinTrust Capital Advisors
South Carolina
$225K
Fisher Asset Management
1424
Fisher Asset Management
Washington
$225K +$230K +1,186 New
MNBTD
1425
Moody National Bank Trust Division
Texas
$225K