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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
1651
Luther King Capital Management (LKCM)
Texas
$503K – – –
BTWM
1652
Baker Tilly Wealth Management
Wisconsin
$502K +$35.2K +130 +7%
BB
1653
Busey Bank
Illinois
$501K +$85.8K +317 +20%
VWM
1654
Venturi Wealth Management
Texas
$499K -$271 -1 -0.1%
HGWM
1655
Horst & Graben Wealth Management
Oregon
$498K – – –
LWM
1656
LJI Wealth Management
Indiana
$497K +$116K +428 +29%
AWA
1657
Alta Wealth Advisors
Massachusetts
$497K +$1.62K +6 +0.3%
PIM
1658
Penobscot Investment Management
Massachusetts
$495K -$117K -432 -19%
VPWA
1659
Vestia Personal Wealth Advisors
Indiana
$493K +$3.25K +12 +0.6%
LC
1660
LCNB Corp
Ohio
$491K – – –
PWA
1661
Physician Wealth Advisors
Utah
$490K – – –
MO
1662
McMillan Office
Michigan
$488K – – –
OPW
1663
Osprey Private Wealth
New York
$487K +$203K +750 +68%
VCM
1664
Vision Capital Management
Oregon
$485K +$1.08K +4 +0.2%
CA
1665
Calton & Associates
Florida
$485K -$50.3K -186 -9%
GFPC
1666
Global Financial Private Client
Florida
$484K +$11.9K +44 +2%
BC
1667
Bakala Capital
South Carolina
$482K +$1.89K +7 +0.4%
KA
1668
KLCM Advisors
Wisconsin
$481K – – –
FFS
1669
Founders Financial Securities
Maryland
$480K -$444K -1,641 -48%
MF
1670
Midwestern Financial
Iowa
$480K +$1.89K +7 +0.4%
WFA
1671
Wells Financial Advisors
Massachusetts
$479K -$1.44M -5,311 -74%
TFA
1672
TrustWell Financial Advisors
Florida
$477K – – –
CKAIS
1673
Christensen King & Associates Investment Services
Washington
$476K +$271 +1 +0.1%
RSF
1674
Rik Saylor Financial
Ohio
$475K +$541 +2 +0.1%
SL
1675
Summitry LLC
California
$473K +$13.5K +50 +3%