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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1601
Cascade Wealth Advisors
Washington
$651K +$573 +2 +0.1%
GAB
1602
German American Bancorp
Indiana
$649K -$78.8K -275 -11%
CAM
1603
Covenant Asset Management
New Jersey
$648K +$38.4K +134 +7%
TNB
1604
Thomasville National Bank
Georgia
$647K +$611K +2,133 New
KFSC
1605
Keystone Financial Services (Colorado)
Colorado
$645K -$61.9K -216 -9%
OWP
1606
Obermeyer Wealth Partners
Colorado
$644K -$40.7K -142 -6%
AP
1607
Appleton Partners
Massachusetts
$644K +$8.6K +30 +1%
FFA
1608
Florida Financial Advisors
Florida
$643K +$21.8K +76 +4%
AWM
1609
Accel Wealth Management
Iowa
$643K
CD
1610
Chapin Davis
Maryland
$640K
FRA
1611
Front Row Advisors
California
$640K +$10K +35 +2%
BRIA
1612
Balanced Rock Investment Advisors
Massachusetts
$639K -$26.4K -92 -4%
Vanguard Personalized Indexing Management
1613
Vanguard Personalized Indexing Management
California
$638K +$20.1K +70 +3%
JC
1614
JM2 Capital
Oklahoma
$635K
IWN
1615
Independent Wealth Network
Iowa
$635K +$34.7K +121 +6%
MPCL
1616
My Personal CFO LLC
Washington
$634K +$573 +2 +0.1%
MFP
1617
Meridian Financial Partners
Virginia
$634K -$39K -136 -6%
CFAM
1618
Center For Asset Management
Florida
$629K +$18.9K +66 +3%
BHWM
1619
Bar Harbor Wealth Management
New Hampshire
$628K -$20.9K -73 -3%
CF
1620
Convergence Financial
Missouri
$627K -$141K -491 -19%
IWM
1621
IMG Wealth Management
Florida
$626K -$22.1K -77 -4%
HKIMG
1622
Hutchens & Kramer Investment Management Group
Indiana
$625K -$47.3K -165 -7%
SFP
1623
Shepherd Financial Partners
Massachusetts
$624K +$147K +512 +33%
TH
1624
Team Hewins
California
$624K +$14.3K +50 +2%
RW
1625
Rede Wealth
Virginia
$623K +$22.4K +78 +4%