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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
1401
Litman Gregory Wealth Management
California
$623K – – –
NB
1402
Nicolet Bankshares
Wisconsin
$621K – – –
WCWM
1403
Willow Creek Wealth Management
California
$621K – – –
AAMC
1404
Asset Allocation & Management Company
Illinois
$621K -$234K -950 -27%
MA
1405
MAS Advisors
Florida
$619K -$69.4K -282 -10%
MCG
1406
McCollum Christoferson Group
New York
$618K +$57.8K +235 +10%
NCFG
1407
New Century Financial Group
New Jersey
$618K -$256K -1,040 -29%
TCG
1408
Transcendent Capital Group
Oklahoma
$615K +$1.48K +6 +0.2%
ACM
1409
Armbruster Capital Management
New York
$612K +$984 +4 +0.2%
OWA
1410
Outlook Wealth Advisors
Texas
$609K +$3.44K +14 +0.6%
QPWM
1411
Quadrant Private Wealth Management
Pennsylvania
$609K +$130K +529 +26%
HIGP
1412
Hill Investment Group Partners
Missouri
$608K +$304K +1,236 +96%
AWA
1413
Arete Wealth Advisors
Illinois
$607K +$317K +1,290 +105%
BHIA
1414
Birch Hill Investment Advisors
Massachusetts
$606K -$984 -4 -0.2%
MIG
1415
McGuire Investment Group
Rhode Island
$605K -$433K -1,760 -41%
Principal Financial Group
1416
Principal Financial Group
Iowa
$605K +$64.2K +261 +12%
EWA
1417
Etesian Wealth Advisors
Oregon
$603K -$63.7K -259 -9%
SGCA
1418
Steel Grove Capital Advisors
Tennessee
$601K -$141K -572 -19%
SC
1419
Searle & Co
Connecticut
$601K – – –
PA
1420
PFW Advisors
Georgia
$599K +$614K +2,494 New
TCBWMS
1421
Texas Capital Bank Wealth Management Services
Texas
$596K +$13.3K +54 +2%
SWRP
1422
Summit Wealth & Retirement Planning
California
$595K +$48.5K +197 +9%
MWM
1423
Merriman Wealth Management
Washington
$591K -$492 -2 -0.1%
ARG
1424
Advisory Resource Group
Oklahoma
$591K +$5.91K +24 +1%
NA
1425
Nestegg Advisors
New York
$587K +$580K +2,356 New