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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1551
Forum Financial Management
Illinois
$262K -$176K -912 -43%
AP
1552
Aspect Partners
Virginia
$262K +$236K +1,226 New
GWM
1553
GSB Wealth Management
Connecticut
$261K +$193 +1 +0.1%
LOPW
1554
Live Oak Private Wealth
North Carolina
$259K – – –
RWM
1555
Raffa Wealth Management
District of Columbia
$259K +$963 +5 +0.4%
RPSA
1556
Richard P. Slaughter Associates
Texas
$259K -$131K -680 -36%
NPT
1557
Nixon Peabody Trust
Massachusetts
$257K +$233K +1,207 New
MAG
1558
M3 Advisory Group
Massachusetts
$257K +$232K +1,206 New
HR
1559
Howe & Rusling
New York
$256K +$79.4K +412 +52%
SWM
1560
Shakespeare Wealth Management
Wisconsin
$256K +$231K +1,199 New
RFN
1561
RDA Financial Network
Iowa
$255K – – –
BIP
1562
Blueprint Investment Partners
North Carolina
$254K +$10K +52 +5%
HSBC Holdings
1563
HSBC Holdings
United Kingdom
$254K – – –
SCM
1564
Sollinda Capital Management
Florida
$253K +$229K +1,188 New
SP
1565
Stonebrook Private
Michigan
$253K +$229K +1,187 New
OC
1566
Oakworth Capital
Alabama
$253K -$1.54K -8 -0.7%
MNBTD
1567
Moody National Bank Trust Division
Texas
$253K – – –
OC
1568
Oarsman Capital
Wisconsin
$253K – – –
LWCFA
1569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K -$8.29K -43 -3%
AFA
1570
Alpha Financial Advisors
North Carolina
$253K -$33.7K -175 -13%
Harris Associates
1571
Harris Associates
Illinois
$250K +$226K +1,174 New
CC
1572
Copperleaf Capital
North Carolina
$250K -$53.4K -277 -19%
BMO
1573
Beck Mack & Oliver
New York
$250K – – –
IPW
1574
Impact Partnership Wealth
Georgia
$249K -$111K -575 -33%
WDL
1575
Well Done LLC
Michigan
$249K – – –