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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cranbrook Wealth Management
Michigan
$685K +$99.4K +897 +17%
CCM
227
Covington Capital Management
California
$676K -$12.2K -110 -2%
Brown Advisory
228
Brown Advisory
Maryland
$655K -$31.8K -287 -5%
WP
229
WMS Partners
Maryland
$652K
SFSG
230
Stearns Financial Services Group
North Carolina
$646K -$4.1K -37 -0.6%
JWA
231
JFS Wealth Advisors
Pennsylvania
$641K -$1.14M -10,282 -64%
PCA
232
Personal Capital Advisors
California
$628K -$1.33K -12 -0.2%
NSIM
233
North Star Investment Management
Illinois
$624K -$30.5K -275 -5%
OA
234
Oxbow Advisors
Texas
$616K
Fidelity Investments
235
Fidelity Investments
Massachusetts
$613K +$103K +930 +21%
MPI
236
Mairs & Power Inc
Minnesota
$608K
LCM
237
Lucas Capital Management
New Jersey
$596K +$24.4K +220 +4%
HCM
238
HM Capital Management
Missouri
$590K +$266K +2,400 +85%
TFO
239
Tarbox Family Office
California
$577K +$70.4K +635 +14%
WA
240
WESPAC Advisors
California
$574K -$132K -1,193 -19%
EWM
241
Elite Wealth Management
Washington
$551K +$495K +4,471 +1,093%
William Blair & Company
242
William Blair & Company
Illinois
$518K -$84.6K -763 -14%
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$508K -$870K -7,848 -64%
BCM
244
Brookstone Capital Management
Illinois
$496K +$6.87K +62 +1%
BFO
245
Boston Family Office
Massachusetts
$486K
FPCP
246
Fort Point Capital Partners
California
$478K -$46.8K -422 -9%
CB
247
Chemical Bank
Michigan
$476K
MG
248
McCutchen Group
Washington
$476K +$5.98K +54 +1%
SWA
249
SFMG Wealth Advisors
Texas
$467K -$361K -3,262 -44%
ACM
250
Alpha Capital Management
Texas
$464K +$78.2K +706 +21%