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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
2126
Arthur M. Cohen & Associates
Illinois
$211K – – –
PFS
2127
Paller Financial Services
Colorado
$211K – – –
HFA
2128
Highland Financial Advisors
New Jersey
$211K +$218K +804 New
FFC
2129
Frederick Financial Consultants
Maryland
$210K +$217K +802 New
WF
2130
Willow Financial
Arkansas
$210K – – –
SMBT
2131
Southern Michigan Bank & Trust
Michigan
$210K +$217K +802 New
SRWM
2132
Shira Ridge Wealth Management
California
$210K +$2.71K +10 +1%
EPIME
2133
Evelyn Partners Investment Management (Europe)
$210K – – –
TWA
2134
Trace Wealth Advisors
California
$210K – – –
PGAM
2135
Princeton Global Asset Management
New Jersey
$209K +$541 +2 +0.3%
PPW
2136
Pasadena Private Wealth
California
$209K -$40.1K -148 -16%
KCFA
2137
Key Client Fiduciary Advisors
New Jersey
$209K +$216K +798 New
PHS
2138
Pekin Hardy Strauss
Illinois
$209K – – –
TBNY
2139
Trustco Bank (New York)
New York
$208K – – –
AWM
2140
Accurate Wealth Management
Florida
$208K +$207K +764 New
BSI
2141
Bennett Selby Investments
Maine
$207K +$812 +3 +0.4%
PGWM
2142
Pitti Group Wealth Management
New York
$206K – – –
MWA
2143
Monograph Wealth Advisors
California
$206K – – –
DA
2144
Drake & Associates
Wisconsin
$206K -$251K -929 -54%
TA
2145
TKG Advisors
Indiana
$206K -$1.89K -7 -0.9%
EA
2146
Enclave Advisors
Texas
$205K +$812 +3 +0.4%
MWM
2147
MOR Wealth Management
Pennsylvania
$205K – – –
OFG
2148
Omega Financial Group
California
$205K +$541 +2 +0.3%
HBT
2149
Heartland Bank & Trust
Illinois
$205K +$212K +783 New
VCM
2150
Versant Capital Management
Arizona
$205K – – –