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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHAA
1576
Henry H. Armstrong Associates
Pennsylvania
$444K – – –
DWA
1577
Delap Wealth Advisory
Oregon
$443K +$98.5K +397 +30%
DCM
1578
DGS Capital Management
New Jersey
$442K -$33K -133 -7%
GBFP
1579
Golden Bell Financial Planning
Georgia
$441K +$21.3K +86 +5%
BIAS
1580
Beacon Investment Advisory Services
New Jersey
$441K – – –
MC
1581
Middleton & Co
Massachusetts
$440K – – –
DWM
1582
Destination Wealth Management
California
$440K -$13.9K -56 -3%
JCM
1583
Jacobi Capital Management
Pennsylvania
$438K +$81.1K +327 +23%
PA
1584
PFW Advisors
Georgia
$436K -$193K -780 -31%
MWM
1585
Mascoma Wealth Management
New Hampshire
$434K -$12.4K -50 -3%
NIWA
1586
New Insight Wealth Advisors
California
$432K +$64.7K +261 +18%
CAM
1587
Carret Asset Management
New York
$431K – – –
WI
1588
Westbourne Investments
Virginia
$431K +$24.8K +100 +6%
AIC
1589
Allodium Investment Consultants
Minnesota
$430K +$496 +2 +0.1%
HSA
1590
HBK Sorce Advisory
Pennsylvania
$427K -$744 -3 -0.2%
CAG
1591
Csenge Advisory Group
Florida
$426K -$245K -989 -37%
PG
1592
Proffitt & Goodson
Tennessee
$426K -$52.6K -212 -11%
ST
1593
Spinnaker Trust
Maine
$426K -$52.1K -210 -11%
WFS
1594
Weitzel Financial Services
Iowa
$425K +$11.2K +45 +3%
LSA
1595
Lion Street Advisors
Texas
$425K +$203K +818 +79%
KAS
1596
KPP Advisory Services
Kentucky
$422K +$6.2K +25 +2%
AGP
1597
Autumn Glory Partners
Texas
$421K +$410K +1,655 New
OPPS
1598
Obsidian Personal Planning Solutions
Maryland
$420K – – –
UFAC
1599
Urban Financial Advisory Corp
Illinois
$419K +$5.46K +22 +1%
IAIM
1600
International Assets Investment Management
Florida
$419K – – –