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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1426
LJI Wealth Management
Indiana
$396K -$22K -100 -5%
PSP
1427
Pacific Sage Partners
Washington
$396K
ST
1428
Spinnaker Trust
Maine
$396K -$43.5K -198 -10%
RZH
1429
Relyea Zuckerberg Hanson
Connecticut
$395K +$26.1K +119 +7%
FNBOMD
1430
First National Bank of Mount Dora
Florida
$394K
HI
1431
Human Investing
Oregon
$394K +$82.8K +377 +26%
LFA
1432
LifeGuide Financial Advisors
Pennsylvania
$394K
AGP
1433
Autumn Glory Partners
Texas
$389K
UAG
1434
United Advisor Group
Ohio
$389K +$392K +1,785 New
TA
1435
TruWealth Advisors
Louisiana
$389K -$10.9M -49,631 -97%
SWRP
1436
Summit Wealth & Retirement Planning
California
$389K +$439 +2 +0.1%
IAIM
1437
International Assets Investment Management
Florida
$389K -$79.7K -363 -17%
MC
1438
Middleton & Co
Massachusetts
$388K +$32.9K +150 +9%
BHWM
1439
Bar Harbor Wealth Management
New Hampshire
$388K -$18.9K -86 -5%
VT
1440
Vise Technologies
New York
$388K +$130K +594 +50%
MIA
1441
MainStreet Investment Advisors
Illinois
$386K -$104K -475 -21%
TWM
1442
Tolleson Wealth Management
Texas
$385K
PCMK
1443
Paragon Capital Management (Kansas)
Kansas
$384K
LPT
1444
Legacy Private Trust
Wisconsin
$384K
ICP
1445
Interchange Capital Partners
Pennsylvania
$384K +$190K +867 +97%
TI
1446
Trexquant Investment
Connecticut
$383K -$200K -910 -34%
EWM
1447
Evergreen Wealth Management
Michigan
$379K
Vanguard Personalized Indexing Management
1448
Vanguard Personalized Indexing Management
California
$379K +$2.42K +11 +0.6%
GAM
1449
Griffin Asset Management
New York
$379K -$130K -590 -25%
DAS
1450
Diversify Advisory Services
Utah
$378K +$66.3K +302 +21%