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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1426
Clearstead Trust
Maine
$558K +$3.57K +16 +0.7%
GAB
1427
German American Bancorp
Indiana
$556K -$3.79K -17 -0.7%
AWM
1428
Adams Wealth Management
Utah
$556K -$630K -2,825 -55%
CI
1429
CacheTech Inc
Utah
$556K -$630K -2,825 -55%
KFSC
1430
Keystone Financial Services (Colorado)
Colorado
$555K – – –
VBFG
1431
Vishria Bird Financial Group
Tennessee
$555K +$522K +2,342 New
AGP
1432
Aspire Growth Partners
Florida
$555K +$24.8K +111 +5%
KCPG
1433
Kavar Capital Partners Group
Kansas
$552K +$87.5K +392 +20%
Q1WB
1434
Quest 10 Wealth Builders
Virginia
$552K -$4.91K -22 -0.9%
PWM
1435
Penobscot Wealth Management
Maine
$551K -$1.56K -7 -0.3%
NWM
1436
Northwest Wealth Management
Iowa
$550K +$6.25K +28 +1%
HKIMG
1437
Hutchens & Kramer Investment Management Group
Indiana
$549K -$39.9K -179 -7%
IWM
1438
IMG Wealth Management
Florida
$549K -$10.5K -47 -2%
BLC
1439
Brown, Lisle/Cummings
Rhode Island
$546K – – –
BRIA
1440
Balanced Rock Investment Advisors
Massachusetts
$546K -$389K -1,745 -43%
ERWM
1441
Elk River Wealth Management
Colorado
$546K -$1.11K -5 -0.2%
PIM
1442
Penobscot Investment Management
Massachusetts
$544K -$30.6K -137 -6%
EFG
1443
Elm3 Financial Group
Georgia
$543K -$23K -103 -4%
EWA
1444
Etesian Wealth Advisors
Oregon
$543K -$23K -103 -4%
SFPG
1445
Stonebridge Financial Planning Group
Florida
$542K -$17.8K -80 -3%
MCM
1446
Mattern Capital Management
Colorado
$541K – – –
AIA
1447
AssuredPartners Investment Advisors
Florida
$540K -$1.19M -5,340 -70%
WKWM
1448
Walter & Keenan Wealth Management
Indiana
$538K – – –
CIAS
1449
CFS Investment Advisory Services
New Jersey
$538K +$34.1K +153 +7%
NF
1450
Nikulski Financial
Iowa
$537K -$11.2K -50 -2%