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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1426
Capital Square
Tennessee
$596K – – –
KFSC
1427
Keystone Financial Services (Colorado)
Colorado
$596K – – –
PPA
1428
Painted Porch Advisors
California
$596K +$573K +2,312 +7,225%
NAM
1429
NTV Asset Management
West Virginia
$596K +$59.3K +239 +11%
DWA
1430
Douglass Winthrop Advisors
New York
$596K +$144K +581 +33%
KCPG
1431
Kavar Capital Partners Group
Kansas
$593K – – –
FF
1432
Francis Financial
$592K -$14.1K -57 -2%
NWM
1433
Northwest Wealth Management
Iowa
$590K – – –
IWM
1434
IMG Wealth Management
Florida
$587K -$1.98K -8 -0.3%
OWP
1435
Obermeyer Wealth Partners
Colorado
$587K +$14.4K +58 +3%
BLC
1436
Brown, Lisle/Cummings
Rhode Island
$587K +$248 +1 +0%
CWA
1437
Cascade Wealth Advisors
Washington
$586K -$15.4K -62 -3%
PIM
1438
Penobscot Investment Management
Massachusetts
$584K – – –
PWM
1439
Penobscot Wealth Management
Maine
$583K -$7.44K -30 -1%
CWMK
1440
Caliber Wealth Management (Kansas)
Kansas
$582K -$195K -788 -26%
Q1WB
1441
Quest 10 Wealth Builders
Virginia
$581K -$10.7K -43 -2%
CD
1442
Chapin Davis
Maryland
$581K -$33K -133 -6%
MCM
1443
Mattern Capital Management
Colorado
$581K – – –
Principal Financial Group
1444
Principal Financial Group
Iowa
$579K +$248 +1 +0%
WKWM
1445
Walter & Keenan Wealth Management
Indiana
$579K +$992 +4 +0.2%
AWM
1446
Angeles Wealth Management
California
$578K -$21.8K -88 -4%
MIA
1447
Milestone Investment Advisors
Wisconsin
$575K – – –
WIA
1448
Wealthedge Investment Advisors
New York
$574K +$1.24K +5 +0.2%
GWP
1449
Gen-Wealth Partners
Michigan
$573K – – –
NAS
1450
NWF Advisory Services
California
$570K -$111K -446 -17%