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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1926
Fedenia Advisers
Wisconsin
$294K
HHGA
1927
Halbert Hargrove Global Advisors
California
$292K
ITIM
1928
Indiana Trust & Investment Management
Indiana
$291K -$10.2K -40 -3%
NCM
1929
Noesis Capital Mangement
Florida
$290K +$20.8K +81 +8%
NWM
1930
Northcape Wealth Management
New York
$290K +$769 +3 +0.3%
B
1931
Bensler
Washington
$289K -$1.54K -6 -0.5%
SCI
1932
Silver Coast Investments
United States
$288K -$14.6K -57 -5%
SMWM
1933
Silvia McColl Wealth Management
California
$286K
BFA
1934
Buttonwood Financial Advisors
Maryland
$286K -$3.59K -14 -1%
SW
1935
SlateStone Wealth
Florida
$286K
OPW
1936
Osprey Private Wealth
New York
$286K +$64K +250 +29%
AWP
1937
Accretive Wealth Partners
New Jersey
$286K +$284K +1,107 New
AT
1938
Avalon Trust
New Mexico
$284K
SWA
1939
Serenus Wealth Advisors
California
$284K
FTC
1940
Farmers Trust Company
Ohio
$282K
MCC
1941
Money Concepts Capital
Florida
$282K +$25.6K +100 +10%
OC
1942
Oarsman Capital
Wisconsin
$281K +$11.8K +46 +4%
GIA
1943
Gateway Investment Advisers
Ohio
$281K +$279K +1,088 New
CA
1944
Cornerstone Advisory
Maryland
$280K
TCBWMS
1945
Texas Capital Bank Wealth Management Services
Texas
$280K +$10.8K +42 +4%
SFC
1946
Strategic Financial Concepts
Texas
$279K -$730K -2,851 -73%
SFO
1947
Stokes Family Office
Louisiana
$277K +$3.84K +15 +1%
BFO
1948
Boston Family Office
Massachusetts
$276K -$7.43K -29 -3%
EWA
1949
Elevate Wealth Advisory
Georgia
$276K +$256 +1 +0.1%
MIM
1950
Marco Investment Management
Georgia
$275K