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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
1401
Nicolet Bankshares
Wisconsin
$621K
WCWM
1402
Willow Creek Wealth Management
California
$621K
AAMC
1403
Asset Allocation & Management Company
Illinois
$621K -$234K -950 -27%
MA
1404
MAS Advisors
Florida
$619K -$69.4K -282 -10%
MCG
1405
McCollum Christoferson Group
New York
$618K +$57.8K +235 +10%
NCFG
1406
New Century Financial Group
New Jersey
$618K -$256K -1,040 -29%
TCG
1407
Transcendent Capital Group
Oklahoma
$615K +$1.48K +6 +0.2%
ACM
1408
Armbruster Capital Management
New York
$612K +$984 +4 +0.2%
OWA
1409
Outlook Wealth Advisors
Texas
$609K +$3.44K +14 +0.6%
QPWM
1410
Quadrant Private Wealth Management
Pennsylvania
$609K +$130K +529 +26%
HIGP
1411
Hill Investment Group Partners
Missouri
$608K +$304K +1,236 +96%
AWA
1412
Arete Wealth Advisors
Illinois
$607K +$317K +1,290 +105%
BHIA
1413
Birch Hill Investment Advisors
Massachusetts
$606K -$984 -4 -0.2%
MIG
1414
McGuire Investment Group
Rhode Island
$605K -$433K -1,760 -41%
Principal Financial Group
1415
Principal Financial Group
Iowa
$605K +$64.2K +261 +12%
EWA
1416
Etesian Wealth Advisors
Oregon
$603K -$63.7K -259 -9%
SGCA
1417
Steel Grove Capital Advisors
Tennessee
$601K -$141K -572 -19%
SC
1418
Searle & Co
Connecticut
$601K
PA
1419
PFW Advisors
Georgia
$599K +$614K +2,494 New
TCBWMS
1420
Texas Capital Bank Wealth Management Services
Texas
$596K +$13.3K +54 +2%
SWRP
1421
Summit Wealth & Retirement Planning
California
$595K +$48.5K +197 +9%
MWM
1422
Merriman Wealth Management
Washington
$591K -$492 -2 -0.1%
ARG
1423
Advisory Resource Group
Oklahoma
$591K +$5.91K +24 +1%
NA
1424
Nestegg Advisors
New York
$587K +$580K +2,356 New
MAS
1425
MPWM Advisory Solutions
Georgia
$587K +$601K +2,444 New