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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1951
Stokes Family Office
Louisiana
$277K +$3.84K +15 +1%
BFO
1952
Boston Family Office
Massachusetts
$276K -$7.43K -29 -3%
EWA
1953
Elevate Wealth Advisory
Georgia
$276K +$256 +1 +0.1%
MIM
1954
Marco Investment Management
Georgia
$275K – – –
ATC
1955
Advantage Trust Company
Kansas
$275K -$94.8K -370 -26%
CCP
1956
Carmel Capital Partners
California
$275K -$3.59K -14 -1%
BWM
1957
BKM Wealth Management
Wisconsin
$274K – – –
DA
1958
Detalus Advisors
Missouri
$274K +$512 +2 +0.2%
WF
1959
Womack Financial
Texas
$273K – – –
HIC
1960
Holderness Investments Company
North Carolina
$272K +$12.8K +50 +5%
FG
1961
Foster Group
Iowa
$272K +$36.9K +144 +16%
SCA
1962
Southern Capital Advisors
Tennessee
$271K +$2.31K +9 +0.9%
SL
1963
Sentry LLC
Tennessee
$270K – – –
BEC
1964
Blue Edge Capital
Virginia
$270K +$51K +199 +23%
WFG
1965
Wills Financial Group
Virginia
$270K – – –
MP
1966
McDonald Partners
Ohio
$269K -$50.2K -196 -16%
GIA
1967
GHP Investment Advisors
Colorado
$269K -$18.2K -71 -6%
TFA
1968
Tobias Financial Advisors
Florida
$268K – – –
MNBTD
1969
Moody National Bank Trust Division
Texas
$267K – – –
SIM
1970
Sims Investment Management
Ohio
$266K -$13.6K -53 -5%
FDW
1971
Fourth Dimension Wealth
Ohio
$266K -$13.1K -51 -5%
VFG
1972
Valley Financial Group
Pennsylvania
$265K -$117K -458 -31%
OPF
1973
Old Peak Finance
North Carolina
$265K +$263K +1,027 New
PMG
1974
Private Management Group
California
$264K +$13.1K +51 +5%
GS
1975
GWN Securities
Florida
$263K +$9.99K +39 +4%