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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1501
Human Investing
Oregon
$299K +$6.36K +33 +2%
NRW
1502
Nova R Wealth
Kansas
$299K -$22.9K -119 -8%
HPC
1503
HM Payson & Co
Maine
$297K -$3.47K -18 -1%
PJSIMP
1504
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K +$38K +197 +16%
WAM
1505
WNY Asset Management
New York
$296K -$7.51K -39 -3%
TC
1506
Trilogy Capital
California
$295K -$11.6K -60 -4%
QCM
1507
Quantinno Capital Management
New York
$295K +$266K +1,381 New
HIP
1508
HUB Investment Partners
Texas
$295K +$266K +1,382 New
WSWA
1509
Warren Street Wealth Advisors
California
$295K -$8.29K -43 -3%
CG
1510
Clifford Group
Massachusetts
$293K +$4.62K +24 +2%
LMKC
1511
L.M. Kohn & Company
Ohio
$290K +$262K +1,361 New
Chevy Chase Trust
1512
Chevy Chase Trust
Maryland
$290K -$160K -832 -38%
EWM
1513
Elmwood Wealth Management
California
$290K -$40.8K -212 -14%
ACM
1514
Advance Capital Management
Michigan
$289K -$7.32K -38 -3%
MAM
1515
McCarthy Asset Management
California
$289K -$80.5K -418 -24%
PCH
1516
PGIM Custom Harvest
New Jersey
$289K -$27.9K -145 -10%
CEI
1517
Clark Estates Inc
New York
$288K – – –
KW
1518
KWB Wealth
California
$288K – – –
APP
1519
Avantax Planning Partners
Iowa
$288K +$260K +1,348 New
TW
1520
Transform Wealth
Colorado
$287K +$42K +218 +19%
CIS
1521
Continental Investors Services
Washington
$287K +$259K +1,346 New
SGWM
1522
Sterling Group Wealth Management
California
$286K -$3.08K -16 -1%
FFB
1523
First Financial Bankshares
Texas
$285K +$258K +1,338 New
PHWM
1524
Pine Harbor Wealth Management
Maryland
$285K +$258K +1,337 New
KFI
1525
Key Financial Inc
Pennsylvania
$285K – – –