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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1976
FLC Capital Advisors
California
$263K +$34.8K +136 +15%
CPIA
1977
Cornell Pochily Investment Advisors
New York
$263K +$35.6K +139 +16%
VWA
1978
VERITY Wealth Advisors
United States
$262K – – –
OAS
1979
Optivise Advisory Services
Tennessee
$260K +$1.54K +6 +0.6%
LT
1980
Legacy Trust
Michigan
$258K – – –
Nomura Asset Management
1981
Nomura Asset Management
Japan
$258K +$256K +1,000 New
FGC
1982
First Growth Capital
Maryland
$258K +$237K +926 New
CPL
1983
CAP Partners LLC
Tennessee
$256K -$3.07K -12 -1%
KCWM
1984
Kane Co Wealth Management
Iowa
$255K +$253K +989 New
AMIM
1985
Aull & Monroe Investment Management
Alabama
$255K – – –
JIP
1986
Jaffetilchin Investment Partners
Florida
$255K +$13.6K +53 +6%
CAG
1987
Csenge Advisory Group
Florida
$255K -$177K -690 -41%
IPW
1988
Impact Partnership Wealth
Georgia
$255K +$3.59K +14 +1%
MPW
1989
MASECO Private Wealth
$255K +$253K +987 New
SWM
1990
Steinberganna Wealth Management
New York
$254K +$18.2K +71 +8%
ACP
1991
Aviance Capital Partners
Florida
$254K – – –
TCWA
1992
Turtle Creek Wealth Advisors
Texas
$254K +$252K +984 New
WFS
1993
Walker Financial Services
Kentucky
$254K -$3.84K -15 -2%
NFP
1994
NorthLanding Financial Partners
New York
$252K -$27.4K -107 -10%
SGCA
1995
Steel Grove Capital Advisors
Tennessee
$252K -$289K -1,129 -54%
APW
1996
Austin Private Wealth
Texas
$251K +$7.69K +30 +3%
LHP
1997
Lexington Hill Partners
Texas
$251K +$249K +972 New
BW
1998
Blalock Williams
Alabama
$251K – – –
FCFC
1999
First Commonwealth Financial Corp
Pennsylvania
$250K +$249K +971 New
CA
2000
Crumly & Associates
Illinois
$250K – – –