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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
1951
Silvia McColl Wealth Management
California
$291K – – –
SNBOSCI
1952
Security National Bank of Sioux City Iowa
Iowa
$291K +$50.6K +187 +20%
SW
1953
SlateStone Wealth
Florida
$290K – – –
FPF
1954
First Pacific Financial
Washington
$290K -$16.8K -62 -5%
MIA
1955
MainStreet Investment Advisors
Illinois
$289K -$20.3K -75 -6%
SP
1956
Symmetry Partners
Connecticut
$289K +$299K +1,104 New
SWA
1957
Serenus Wealth Advisors
California
$288K – – –
MCC
1958
Money Concepts Capital
Florida
$288K +$1.89K +7 +0.6%
HCWM
1959
Hidden Cove Wealth Management
Washington
$287K -$14.3K -53 -5%
OC
1960
Optima Capital
Oregon
$287K +$43.3K +160 +17%
FTC
1961
Farmers Trust Company
Ohio
$286K – – –
FG
1962
Foster Group
Iowa
$285K +$9.47K +35 +3%
GIA
1963
GHP Investment Advisors
Colorado
$284K +$11.4K +42 +4%
BF
1964
Benchmark Financial
Delaware
$283K +$292K +1,080 New
CCG
1965
Cypress Capital Group
Florida
$282K -$31.7K -117 -10%
LT
1966
Legacy Trust
Michigan
$282K +$20.3K +75 +7%
Squarepoint
1967
Squarepoint
New York
$280K +$290K +1,070 New
BFO
1968
Boston Family Office
Massachusetts
$280K – – –
MIM
1969
Marco Investment Management
Georgia
$279K – – –
ATC
1970
Advantage Trust Company
Kansas
$279K – – –
SFG
1971
SNS Financial Group
Minnesota
$279K +$288K +1,064 New
GCA
1972
Gallagher Capital Advisors
Texas
$279K -$1.79M -6,612 -86%
TFA
1973
Tobias Financial Advisors
Florida
$278K +$6.22K +23 +2%
WF
1974
Womack Financial
Texas
$277K – – –
BWM
1975
BKM Wealth Management
Wisconsin
$275K -$3.79K -14 -1%