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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1951
Bannerstone Capital Management
Minnesota
$352K +$1.43K +5 +0.4%
ACM
1952
Advance Capital Management
Michigan
$352K +$12.6K +44 +4%
SIA
1953
Sit Investment Associates
Minnesota
$350K – – –
WPWM
1954
Windward Private Wealth Management
Kansas
$349K -$24.1K -84 -7%
DIP
1955
Davis Investment Partners
North Carolina
$349K +$573 +2 +0.2%
MAA
1956
Matrix Asset Advisors
New York
$348K – – –
DA
1957
Detalus Advisors
Missouri
$348K +$31.2K +109 +10%
KFA
1958
Kapstone Financial Advisors
Ohio
$347K +$328K +1,146 New
PMG
1959
ProVise Management Group
Florida
$347K -$37.3K -130 -10%
DA
1960
Drake & Associates
Wisconsin
$347K +$103K +359 +46%
RMC
1961
Resources Management Corp
Connecticut
$346K – – –
NWMG
1962
National Wealth Management Group
Ohio
$346K -$1.43K -5 -0.4%
CPCM
1963
Cardinal Point Capital Management
Ontario, Canada
$345K -$61.9K -216 -16%
VHAM
1964
Van Hulzen Asset Management
California
$344K -$59.3K -207 -15%
ASBI
1965
American State Bank (Iowa)
Iowa
$343K +$31K +108 +11%
OAS
1966
Optivise Advisory Services
Tennessee
$343K +$39K +136 +14%
NWM
1967
Northcape Wealth Management
New York
$343K -$1.72K -6 -0.5%
ITIM
1968
Indiana Trust & Investment Management
Indiana
$343K – – –
WPA
1969
West Paces Advisors
Georgia
$342K +$303K +1,057 +1,468%
BTD
1970
BankPlus Trust Department
Mississippi
$342K +$319K +1,114 +7,957%
PFA
1971
Pathway Financial Advisers
Indiana
$342K +$57.6K +201 +22%
TCBWMS
1972
Texas Capital Bank Wealth Management Services
Texas
$342K – – –
SWM
1973
Steinberganna Wealth Management
New York
$341K +$22.9K +80 +8%
DWM
1974
Destination Wealth Management
California
$340K -$45.9K -160 -12%
HCWM
1975
Hidden Cove Wealth Management
Washington
$340K +$7.45K +26 +2%