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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1926
Bannerstone Capital Management
Minnesota
$302K +$1.08K +4 +0.3%
SIA
1927
Sit Investment Associates
Minnesota
$302K
FF
1928
Foundry Financial
California
$302K -$99.6K -368 -24%
MAA
1929
Matrix Asset Advisors
New York
$301K +$271 +1 +0.1%
DIP
1930
Davis Investment Partners
North Carolina
$301K +$812 +3 +0.3%
SFO
1931
Stokes Family Office
Louisiana
$300K +$19.8K +73 +7%
NWMG
1932
National Wealth Management Group
Ohio
$300K -$267K -987 -46%
RMC
1933
Resources Management Corp
Connecticut
$299K -$6.76K -25 -2%
SVWG
1934
Shared Vision Wealth Group
United States
$299K
NWM
1935
Northcape Wealth Management
New York
$298K +$2.98K +11 +1%
HHGA
1936
Halbert Hargrove Global Advisors
California
$297K
LJAC
1937
L.J. Altfest & Co
New York
$296K +$306K +1,132 New
HCM
1938
Hollencrest Capital Management
California
$296K +$240K +888 +365%
ITIM
1939
Indiana Trust & Investment Management
Indiana
$296K
TCBWMS
1940
Texas Capital Bank Wealth Management Services
Texas
$295K +$11.4K +42 +4%
NCM
1941
Novare Capital Management
North Carolina
$294K +$72.3K +267 +31%
NCM
1942
Noesis Capital Mangement
Florida
$293K -$2.44K -9 -0.8%
ACM
1943
Advance Capital Management
Michigan
$292K -$15.2K -56 -5%
STA
1944
Shade Tree Advisors
New York
$292K -$29.2K -108 -9%
RFN
1945
Redwood Financial Network
Ohio
$291K -$29.8K -110 -9%
SMWM
1946
Silvia McColl Wealth Management
California
$291K
SNBOSCI
1947
Security National Bank of Sioux City Iowa
Iowa
$291K +$50.6K +187 +20%
SW
1948
SlateStone Wealth
Florida
$290K
FPF
1949
First Pacific Financial
Washington
$290K -$16.8K -62 -5%
MIA
1950
MainStreet Investment Advisors
Illinois
$289K -$20.3K -75 -6%