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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1926
Traction Financial Partners
Wyoming
$306K -$29.2K -108 -8%
EFP
1927
EnRich Financial Partners
Wisconsin
$305K +$812 +3 +0.3%
SM
1928
Sensible Money
Arizona
$304K -$189K -700 -38%
CFG
1929
Carter Financial Group
Illinois
$303K +$1.35K +5 +0.4%
BCG
1930
Breakwater Capital Group
New Jersey
$303K +$88.2K +326 +39%
BCM
1931
Bannerstone Capital Management
Minnesota
$302K +$1.08K +4 +0.3%
SIA
1932
Sit Investment Associates
Minnesota
$302K – – –
FF
1933
Foundry Financial
California
$302K -$99.6K -368 -24%
MAA
1934
Matrix Asset Advisors
New York
$301K +$271 +1 +0.1%
DIP
1935
Davis Investment Partners
North Carolina
$301K +$812 +3 +0.3%
SFO
1936
Stokes Family Office
Louisiana
$300K +$19.8K +73 +7%
NWMG
1937
National Wealth Management Group
Ohio
$300K -$267K -987 -46%
RMC
1938
Resources Management Corp
Connecticut
$299K -$6.76K -25 -2%
SVWG
1939
Shared Vision Wealth Group
United States
$299K – – –
NWM
1940
Northcape Wealth Management
New York
$298K +$2.98K +11 +1%
HHGA
1941
Halbert Hargrove Global Advisors
California
$297K – – –
LJAC
1942
L.J. Altfest & Co
New York
$296K +$306K +1,132 New
HCM
1943
Hollencrest Capital Management
California
$296K +$240K +888 +365%
ITIM
1944
Indiana Trust & Investment Management
Indiana
$296K – – –
TCBWMS
1945
Texas Capital Bank Wealth Management Services
Texas
$295K +$11.4K +42 +4%
NCM
1946
Novare Capital Management
North Carolina
$294K +$72.3K +267 +31%
NCM
1947
Noesis Capital Mangement
Florida
$293K -$2.44K -9 -0.8%
ACM
1948
Advance Capital Management
Michigan
$292K -$15.2K -56 -5%
STA
1949
Shade Tree Advisors
New York
$292K -$29.2K -108 -9%
RFN
1950
Redwood Financial Network
Ohio
$291K -$29.8K -110 -9%