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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
1501
Bell Bank
North Dakota
$509K +$496 +2 +0.1%
HKIMG
1502
Hutchens & Kramer Investment Management Group
Indiana
$509K -$72.9K -294 -13%
First Trust Advisors
1503
First Trust Advisors
Illinois
$507K +$77.6K +313 +19%
PCMK
1504
Paragon Capital Management (Kansas)
Kansas
$507K +$992 +4 +0.2%
NB
1505
NBT Bank
New York
$506K -$93.5K -377 -17%
KFSN
1506
Keystone Financial Services (Nebraska)
Nebraska
$504K +$992 +4 +0.2%
UIM
1507
Unified Investment Management
Georgia
$502K +$16.1K +65 +3%
UWPG
1508
Ullmann Wealth Partners Group
Florida
$500K – – –
BHBT
1509
Burke & Herbert Bank & Trust
Virginia
$500K – – –
WMN
1510
Wealth Management Nebraska
Nebraska
$500K – – –
SGCA
1511
Steel Grove Capital Advisors
Tennessee
$499K – – –
VA
1512
Vident Advisory
Georgia
$499K +$115K +462 +31%
Luther King Capital Management (LKCM)
1513
Luther King Capital Management (LKCM)
Texas
$498K – – –
MPW
1514
Melone Private Wealth
Michigan
$498K +$992 +4 +0.2%
HIM
1515
Harbour Investment Management
Washington
$498K – – –
GFM
1516
GEN Financial Management
Minnesota
$496K -$68.4K -276 -12%
ATC
1517
Adirondack Trust Company
New York
$495K +$183K +736 +61%
PAS
1518
Parsonex Advisory Services
Colorado
$494K +$2.48K +10 +0.5%
LWM
1519
Lodestone Wealth Management
Washington
$494K +$248 +1 +0.1%
AWC
1520
Adamsbrown Wealth Consultants
Kansas
$492K +$7.69K +31 +2%
EFA
1521
Edge Financial Advisors
Illinois
$492K -$11.7K -47 -2%
GKWIM
1522
Gerber Kawasaki Wealth & Investment Management
California
$492K +$15.4K +62 +3%
TWM
1523
Tumwater Wealth Management
Idaho
$490K -$186K -749 -28%
UB
1524
UMB Bank
Missouri
$490K +$195K +786 +69%
NPFS
1525
Novak & Powell Financial Services
Florida
$489K +$477K +1,922 New