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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
1926
Cardinal Point Capital Management
Ontario, Canada
$201K +$217K +907 New
BFO
1927
Boston Family Office
Massachusetts
$201K -$5.01K -21 -2%
AIM
1928
Alhambra Investment Management
Florida
$200K -$9.31K -39 -4%
TCM
1929
Twin Capital Management
Pennsylvania
$200K +$239 +1 +0.1%
AFA
1930
Antonelli Financial Advisors
Michigan
$200K -$185K -775 -46%
CBT
1931
Central Bank & Trust
Kentucky
$200K -$5.49K -23 -2%
CFS
1932
CGC Financial Services
Oregon
$190K
OL
1933
one8zero8 LLC
North Carolina
$190K +$36.8K +154 +22%
RWPA
1934
Richard W. Paul & Associates
Michigan
$189K -$8.84K -37 -4%
VC
1935
Vestor Capital
Illinois
$186K -$239 -1 -0.1%
SAM
1936
Smartleaf Asset Management
Massachusetts
$186K +$38.7K +162 +24%
TCPW
1937
Twin City Private Wealth
North Carolina
$186K +$5.49K +23 +3%
RCM
1938
Raleigh Capital Management
North Carolina
$185K -$11.2K -47 -5%
NWMP
1939
Noble Wealth Management PBC
Colorado
$181K +$52.1K +218 +36%
TIAAOA
1940
Teachers Insurance & Annuity Association of America
New York
$180K
EPIME
1941
Evelyn Partners Investment Management (Europe)
$177K
SVCP
1942
Silicon Valley Capital Partners
California
$163K
PWAM
1943
Private Wealth Asset Management
Iowa
$161K +$173K +725 New
FCG
1944
Financial Connections Group
California
$158K +$108K +451 +166%
FPF
1945
First Pacific Financial
Washington
$157K +$716 +3 +0.4%
1NWS
1946
1 North Wealth Services
Maryland
$151K +$163K +683 New
PCTC
1947
Perkins Coie Trust Company
Washington
$147K
SIS
1948
Sound Income Strategies
Florida
$144K +$4.78K +20 +3%
EB
1949
Eastern Bank
Massachusetts
$142K -$17.7K -74 -10%
HFS
1950
Hantz Financial Services
Michigan
$141K +$152K +637 New