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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1901
Trademark Financial Management
Minnesota
$380K -$19.2K -67 -5%
JAWA
1902
John A. Wolfe & Associates
Michigan
$380K -$42.1K -147 -11%
BCG
1903
Breakwater Capital Group
New Jersey
$380K +$28.1K +98 +8%
SPI
1904
Santori & Peters Inc
Pennsylvania
$380K +$573 +2 +0.2%
EWM
1905
Elmwood Wealth Management
California
$379K
PK
1906
Pflug Koory
Nebraska
$378K +$9.74K +34 +3%
B
1907
BetterWealth
California
$378K +$5.16K +18 +1%
AW
1908
Alteri Wealth
California
$378K -$33.8K -118 -9%
MTIC
1909
Missouri Trust & Investment Company
Missouri
$377K -$10.6K -37 -3%
OPCM
1910
Osborne Partners Capital Management
California
$377K +$11.2K +39 +3%
SCI
1911
Silver Coast Investments
United States
$376K +$9.46K +33 +3%
HR
1912
Howe & Rusling
New York
$373K +$109K +381 +45%
PFA
1913
Perryman Financial Advisory
Texas
$372K -$32.4K -113 -8%
AWP
1914
Accretive Wealth Partners
New Jersey
$371K
WP
1915
Walleye Partners
Wisconsin
$370K
TVAMP
1916
Tennessee Valley Asset Management Partners
Tennessee
$370K +$349K +1,219 New
CHJWM
1917
Carlton Hofferkamp & Jenks Wealth Management
Texas
$368K +$8.88K +31 +3%
STA
1918
Smith Thornton Advisors
Alabama
$366K
MA
1919
MBA Advisors
Pennsylvania
$366K
LWCFA
1920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$365K -$5.45K -19 -2%
FWMP
1921
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$365K -$41.8K -146 -11%
PFA
1922
Portland Financial Advisors
New York
$362K
GIA
1923
GHP Investment Advisors
Colorado
$361K +$31K +108 +10%
ICP
1924
Impact Capital Partners
Colorado
$360K -$23.5K -82 -6%
CHAM
1925
Clear Harbor Asset Management
Connecticut
$359K