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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCTIC
201
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.69M
BF
202
BOK Financial
Oklahoma
$1.69M +$29.7K +262 +2%
ACM
203
Alpha Capital Management
Texas
$1.67M +$1.49M +13,115 +668%
WJA
204
Williams Jones & Associates
New York
$1.64M -$62.1K -548 -4%
JWM
205
Jacobus Wealth Management
Wisconsin
$1.63M +$1.67M +14,750 New
BFA
206
Bragg Financial Advisors
North Carolina
$1.56M +$61.9K +546 +4%
BCM
207
Brookstone Capital Management
Illinois
$1.53M +$36K +318 +2%
FPIS
208
Financial Planning & Information Services
Wisconsin
$1.53M +$24.3K +214 +2%
HSA
209
HBK Sorce Advisory
Pennsylvania
$1.48M +$169K +1,487 +12%
EHPM
210
Emery Howard Portfolio Management
California
$1.45M +$21.5K +190 +1%
HL
211
HeadInvest LLC
Maine
$1.45M -$58.9K -520 -4%
CDIA
212
Capital Directions Investment Advisors
Georgia
$1.45M +$92.3K +814 +7%
Nomura Asset Management
213
Nomura Asset Management
Japan
$1.41M -$1.76M -15,490 -55%
HCM
214
HM Capital Management
Missouri
$1.38M +$38.2K +337 +3%
WA
215
Waverly Advisors
Alabama
$1.38M +$424K +3,745 +43%
BAC
216
Boys Arnold & Co
North Carolina
$1.37M +$107K +940 +8%
GLRA
217
Gerald L. Ray & Associates
Texas
$1.3M +$295K +2,600 +28%
CA
218
Cumberland Advisors
Florida
$1.29M -$1.13K -10 -0.1%
LC
219
Lourd Capital
California
$1.27M +$1.3M +11,486 New
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$1.27M -$220K -1,942 -14%
PCM
221
Parsons Capital Management
Rhode Island
$1.25M +$130K +1,145 +11%
CCS
222
Crosspoint Capital Strategies
California
$1.25M +$1.21M +10,715 New
BRWA
223
B. Riley Wealth Advisors
Florida
$1.24M +$535K +4,724 +73%
PMG
224
ProVise Management Group
Florida
$1.24M +$47K +415 +4%
CWM
225
Cranbrook Wealth Management
Michigan
$1.23M +$27.1K +239 +2%