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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1626
Courage Miller Partners
Virginia
$247K
BMO
1627
Beck Mack & Oliver
New York
$246K
PP
1628
Pegasus Partners
Wisconsin
$246K +$3.07K +14 +1%
RS
1629
Retirement Solution
Washington
$245K +$246K +1,122 New
GEA
1630
Glen Eagle Advisors
New Jersey
$243K -$75.5K -344 -24%
AWA
1631
Aletheian Wealth Advisors
Washington
$242K
SMWM
1632
Silvia McColl Wealth Management
California
$242K
SA
1633
SpiderRock Advisors
Delaware
$242K
CWA
1634
Canvas Wealth Advisors
Kansas
$241K +$229K +1,041 New
DWM
1635
Destination Wealth Management
California
$241K +$243K +1,107 New
RWRC
1636
R.W. Roge & Company
New York
$241K -$3.73K -17 -2%
BFO
1637
Boston Family Office
Massachusetts
$241K +$243K +1,105 New
ACIM
1638
Azimuth Capital Investment Management
Michigan
$241K -$72.5K -330 -23%
PNAA
1639
Pictet North America Advisors
Switzerland
$241K -$1.19M -5,420 -83%
FWTB
1640
First Western Trust Bank
Colorado
$241K +$29.6K +135 +14%
FWI
1641
Facet Wealth Inc
Maryland
$240K -$43K -196 -16%
EWA
1642
Elevate Wealth Advisory
Georgia
$240K
S
1643
Sunpointe
Missouri
$240K -$10.5K -48 -4%
PIM
1644
Penobscot Investment Management
Massachusetts
$239K +$8.13K +37 +3%
VR
1645
Valued Retirements
Texas
$239K
RCM
1646
Raleigh Capital Management
North Carolina
$237K -$1.76K -8 -0.7%
BWM
1647
BKM Wealth Management
Wisconsin
$237K -$4.17K -19 -2%
SW
1648
Signify Wealth
Missouri
$237K +$238K +1,085 New
SGWM
1649
Sterling Group Wealth Management
California
$236K +$238K +1,084 New
MIM
1650
Marco Investment Management
Georgia
$235K -$23.9K -109 -9%