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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
1551
Vista Investment Partners II
Indiana
$426K +$212K +888 +86%
PSFG
1552
Park Square Financial Group
Georgia
$425K +$16.2K +68 +4%
FRA
1553
Front Row Advisors
California
$424K +$10.5K +44 +2%
UIM
1554
Unified Investment Management
Georgia
$423K +$28.7K +120 +7%
LC
1555
LCNB Corp
Ohio
$422K +$455K +1,905 New
PJSIMP
1556
P.J. Schmidt Investment Management (PJS)
Wisconsin
$422K +$95.5K +400 +27%
SFP
1557
Shepherd Financial Partners
Massachusetts
$422K +$84.8K +355 +23%
FA
1558
Fountainhead AM
New Jersey
$422K -$190K -797 -30%
OWP
1559
Obermeyer Wealth Partners
Colorado
$421K – – –
LCOV
1560
London Company of Virginia
Virginia
$421K -$91.2K -382 -17%
MCM
1561
Maple Capital Management
Vermont
$421K +$94.1K +394 +26%
WMN
1562
Wealth Management Nebraska
Nebraska
$419K +$716 +3 +0.2%
DWA
1563
Delap Wealth Advisory
Oregon
$419K +$1.67K +7 +0.4%
IA
1564
Insight Advisors
Pennsylvania
$415K -$67.6K -283 -13%
HI
1565
Human Investing
Oregon
$413K +$18.4K +77 +4%
BHWM
1566
Bar Harbor Wealth Management
New Hampshire
$413K -$5.49K -23 -1%
AWA
1567
Arete Wealth Advisors
Illinois
$412K -$159K -666 -26%
DWA
1568
Douglass Winthrop Advisors
New York
$412K -$7.16K -30 -2%
CAWM
1569
Capital Advisors Wealth Management
Washington
$411K +$73.6K +308 +20%
RSF
1570
Rik Saylor Financial
Ohio
$411K -$10K -42 -2%
VCM
1571
Vision Capital Management
Oregon
$410K – – –
SIC
1572
Sterling Investment Counsel
New York
$410K +$47.3K +198 +12%
HGWM
1573
Horst & Graben Wealth Management
Oregon
$408K – – –
BIAS
1574
Beacon Investment Advisory Services
New Jersey
$406K +$23.9K +100 +6%
EFN
1575
Equita Financial Network
Pennsylvania
$405K -$28.2K -118 -6%