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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1926
Twin Capital Management
Pennsylvania
$217K -$30.5K -124 -12%
MIAS
1927
Mason Investment Advisory Services
Virginia
$217K -$738 -3 -0.3%
CCA
1928
Cora Capital Advisors
New Jersey
$216K +$221K +900 New
AWM
1929
Accurate Wealth Management
Florida
$216K -$1.72K -7 -0.8%
KFG
1930
Kelly Financial Group
Connecticut
$216K +$221K +898 New
CPA
1931
Capital Performance Advisors
California
$215K +$49.7K +202 +29%
LSA
1932
Lion Street Advisors
Texas
$215K +$738 +3 +0.3%
RFA
1933
Register Financial Advisors
Georgia
$215K +$16K +65 +8%
B
1934
Bensler
Washington
$215K -$15.3K -62 -6%
JCM
1935
Jacobi Capital Management
Pennsylvania
$214K +$219K +892 New
RWPA
1936
Richard W. Paul & Associates
Michigan
$214K +$246 +1 +0.1%
FWI
1937
Facet Wealth Inc
Maryland
$214K -$113K -461 -35%
BA
1938
Bluesphere Advisors
Pennsylvania
$214K -$70.9K -288 -24%
NSAM
1939
North Star Asset Management
Wisconsin
$213K +$218K +888 New
FIM
1940
Fernwood Investment Management
Massachusetts
$213K – – –
BSTWA
1941
Blake Schutter Theil Wealth Advisors
Ohio
$213K +$738 +3 +0.3%
BWL
1942
Beacon Wealthcare LLC
North Carolina
$213K – – –
BMM
1943
Buffington Mohr McNeal
Idaho
$213K – – –
SFS
1944
Sharp Financial Services
Pennsylvania
$213K +$218K +885 New
GC
1945
GatePass Capital
Ohio
$212K +$217K +883 New
APWM
1946
Anchor Pointe Wealth Management
Missouri
$212K +$217K +883 New
PHS
1947
Pekin Hardy Strauss
Illinois
$212K -$12.3K -50 -5%
RCM
1948
Raleigh Capital Management
North Carolina
$212K -$19.4K -79 -8%
TA
1949
TKG Advisors
Indiana
$212K +$207K +840 New
EA
1950
Evergreen Advisors
Tennessee
$211K +$1.48K +6 +0.7%