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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1401
Balboa Wealth Partners
Arizona
$620K -$16.9K -68 -3%
MBT
1402
Montecito Bank & Trust
California
$619K +$604K +2,436 New
VBFG
1403
Vishria Bird Financial Group
Tennessee
$618K +$22.1K +89 +4%
AA
1404
Advisory Alpha
Michigan
$617K -$1.49K -6 -0.2%
ERWM
1405
Elk River Wealth Management
Colorado
$616K +$30K +121 +5%
AGP
1406
Aspire Growth Partners
Florida
$616K +$20.3K +82 +4%
PB
1407
Pinnacle Bancorp
Nebraska
$613K +$12.4K +50 +2%
LWM
1408
Lyell Wealth Management
California
$612K
RRA
1409
Round Rock Advisors
Connecticut
$612K
FWP
1410
FAS Wealth Partners
Kansas
$612K
SC
1411
Sepio Capital
Utah
$610K -$48.4K -195 -8%
WDG
1412
Wealth Dimensions Group
Ohio
$609K -$7.19K -29 -1%
KNFPWM
1413
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$609K -$15.4K -62 -3%
1WM
1414
1900 Wealth Management
Texas
$606K
OSNBOA
1415
Old Second National Bank of Aurora
Illinois
$606K
KLI
1416
Kelman-Lazarov Inc
Tennessee
$606K +$591K +2,383 New
HCA
1417
Heck Capital Advisors
Wisconsin
$606K -$387K -1,561 -40%
CCM
1418
Compass Capital Management
Minnesota
$605K +$590K +2,380 New
KAM
1419
KEB Asset Management
Illinois
$603K -$62K -250 -10%
MA
1420
MAS Advisors
Florida
$599K -$3.47K -14 -0.6%
CA
1421
Calton & Associates
Florida
$598K +$50.1K +202 +9%
TCMP
1422
Thrive Capital Management (Pennsylvania)
Pennsylvania
$597K +$33.5K +135 +6%
SAM
1423
Silvercrest Asset Management
New York
$597K -$2.48K -10 -0.4%
GAB
1424
German American Bancorp
Indiana
$597K
CS
1425
Capital Square
Tennessee
$596K