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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
2151
TKG Advisors
Indiana
$238K – – –
MWM
2152
MOR Wealth Management
Pennsylvania
$238K – – –
VCM
2153
Versant Capital Management
Arizona
$237K – – –
NG
2154
Norden Group
Utah
$237K -$14.3K -50 -6%
RWPA
2155
Richard W. Paul & Associates
Michigan
$237K -$28.4K -99 -11%
CGFA
2156
Colton Groome Financial Advisors
North Carolina
$237K +$224K +781 New
RFN
2157
Redwood Financial Network
Ohio
$237K -$95.1K -332 -30%
CPIA
2158
Cornell Pochily Investment Advisors
New York
$236K -$67.3K -235 -23%
RPSA
2159
Richard P. Slaughter Associates
Texas
$236K – – –
CCMG
2160
Clark Capital Management Group
Pennsylvania
$235K -$37.3K -130 -14%
HBT
2161
Heartland Bank & Trust
Illinois
$235K -$2.29K -8 -1%
PW
2162
PUREfi Wealth
Massachusetts
$235K – – –
DLCIG
2163
D.L. Carlson Investment Group
New Hampshire
$235K – – –
GPW
2164
Genesis Private Wealth
Virginia
$234K +$222K +773 New
FFC
2165
Frederick Financial Consultants
Maryland
$234K -$8.6K -30 -4%
QP
2166
Quartz Partners
New York
$233K – – –
RF
2167
RHS Financial
California
$232K +$220K +767 New
DP
2168
Dearborn Partners
Illinois
$232K – – –
JMFC
2169
J.M. Forbes & Co
Massachusetts
$232K – – –
APW
2170
Alliance Private Wealth
Massachusetts
$232K -$2.01K -7 -0.9%
CBOR
2171
Community Bank of Raymore
Missouri
$231K +$219K +763 New
RIS
2172
Retirement Income Solutions
Michigan
$230K – – –
TWC
2173
TD Waterhouse Canada
Ontario, Canada
$230K +$30.1K +105 +16%
EAM
2174
Empirical Asset Management
Massachusetts
$230K -$623K -2,174 -74%
SFP
2175
Sterling Financial Planning
New Jersey
$230K +$217K +757 New