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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
1751
Optivise Advisory Services
Tennessee
$211K +$202K +888 New
FIM
1752
Fernwood Investment Management
Massachusetts
$211K -$65.2K -287 -24%
BWL
1753
Beacon Wealthcare LLC
North Carolina
$210K +$202K +887 New
BMM
1754
Buffington Mohr McNeal
Idaho
$210K +$201K +885 New
FG
1755
Foster Group
Iowa
$210K +$201K +884 New
BSTWA
1756
Blake Schutter Theil Wealth Advisors
Ohio
$210K +$201K +884 New
SBIA
1757
Sheaff Brock Investment Advisors
Indiana
$210K +$201K +883 New
BWA
1758
Burt Wealth Advisors
Maryland
$209K +$200K +881 New
EAM
1759
Everstar Asset Management
North Carolina
$209K +$200K +880 New
MJRIC
1760
Mogy Joel R Investment Counsel
California
$208K
EA
1761
Evergreen Advisors
Tennessee
$207K +$198K +873 New
SGWM
1762
Sterling Group Wealth Management
California
$207K -$47.9K -211 -19%
CTA
1763
Camelot Technology Advisors
California
$206K +$197K +869 New
PMG
1764
Private Management Group
California
$205K +$196K +863 New
RWA
1765
Redhawk Wealth Advisors
Minnesota
$205K +$196K +863 New
FFA
1766
Fragasso Financial Advisors
Pennsylvania
$204K +$195K +858 New
WG
1767
Welch Group
Alabama
$203K +$195K +857 New
RMF
1768
Red Mountain Financial
Colorado
$203K +$194K +855 New
CPIA
1769
Cornell Pochily Investment Advisors
New York
$203K +$194K +855 New
PPWM
1770
Paragon Private Wealth Management
Kentucky
$202K -$315K -1,385 -62%
EBT
1771
Enterprise Bank & Trust
Massachusetts
$202K +$193K +850 New
SPC
1772
Spirepoint Private Client
Florida
$202K +$193K +850 New
MWM
1773
Melfa Wealth Management
Massachusetts
$202K +$193K +850 New
GF
1774
Goodman Financial
Texas
$202K +$193K +850 New
BEC
1775
Blue Edge Capital
Virginia
$201K +$193K +848 New