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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1651
Shepherd Financial Partners
Massachusetts
$367K -$79.2K -355 -19%
I
1652
INVST
Indiana
$366K +$21K +94 +6%
SCM
1653
Spreng Capital Management
Ohio
$365K -$34.8K -156 -9%
C
1654
Covestor
United Kingdom
$364K +$123K +552 +56%
EBA
1655
Eagle Bay Advisors
New York
$361K – – –
NPT
1656
Nixon Peabody Trust
Massachusetts
$361K +$43.7K +196 +15%
UWS
1657
Unique Wealth Strategies
Illinois
$359K -$65.8K -295 -16%
KFP
1658
Keener Financial Planning
Texas
$359K – – –
DDC
1659
DF Dent & Co
Maryland
$358K – – –
LA
1660
Lifeworks Advisors
Michigan
$358K +$4.68K +21 +1%
EP
1661
Essential Planning
New Hampshire
$357K – – –
VA
1662
Vident Advisory
Georgia
$356K -$827K -3,709 -71%
MIC
1663
Means Investment Company
Maine
$354K +$9.59K +43 +3%
DWM
1664
David Wealth Management
Virginia
$352K – – –
ONB
1665
Old National Bancorp
Indiana
$352K -$97.7K -438 -23%
CGL
1666
Clarius Group LLC
Washington
$351K – – –
SWM
1667
Stockman Wealth Management
Montana
$351K -$4.24K -19 -1%
VFG
1668
Valley Financial Group
Pennsylvania
$350K +$15.6K +70 +5%
SPA
1669
Sentinel Pension Advisors
Massachusetts
$350K +$81.7K +366 +33%
RWS
1670
Resolute Wealth Strategies
Mississippi
$350K +$329K +1,475 New
WA
1671
WealthTrust Axiom
Pennsylvania
$350K – – –
VFG
1672
Victory Financial Group
Texas
$349K -$52.4K -235 -14%
NCM
1673
Noesis Capital Mangement
Florida
$348K -$53.8K -241 -14%
TA
1674
TrueWealth Advisors
Alabama
$348K -$29K -130 -8%
LWM
1675
LJI Wealth Management
Indiana
$348K – – –