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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WealthSource Partners
California
$1.53M +$69.2K +572 +5%
GIM
227
Goelzer Investment Management
Indiana
$1.53M +$137K +1,133 +10%
PMG
228
ProVise Management Group
Florida
$1.5M -$10.6K -88 -0.7%
CWM
229
Cranbrook Wealth Management
Michigan
$1.49M +$103K +851 +7%
Barclays
230
Barclays
United Kingdom
$1.49M
OC
231
Oppenheimer & Co
New York
$1.49M -$15.8K -131 -1%
RJT
232
Raymond James Trust
Florida
$1.47M +$2.54K +21 +0.2%
BCP
233
Berkeley Capital Partners
Georgia
$1.45M -$57.7K -477 -4%
FPIS
234
Financial Planning & Information Services
Wisconsin
$1.43M -$90.1K -745 -6%
MFS
235
Madrona Financial Services
Washington
$1.41M +$3.51K +29 +0.3%
NFG
236
Nadler Financial Group
Illinois
$1.41M +$391K +3,235 +39%
CP
237
Camelot Portfolios
Ohio
$1.41M +$111K +918 +9%
Vanguard Group
238
Vanguard Group
Pennsylvania
$1.4M -$3.13M -25,867 -69%
FMWA
239
Forvis Mazars Wealth Advisors
Missouri
$1.37M +$9.68K +80 +0.7%
NFG
240
Next Financial Group
Texas
$1.37M +$747K +6,173 +122%
LIC
241
Lodestar Investment Counsel
Illinois
$1.36M +$60.1K +497 +5%
Nomura Asset Management
242
Nomura Asset Management
Japan
$1.36M
CL
243
Choreo LLC
Illinois
$1.35M +$758K +6,263 +131%
WTB
244
Washington Trust Bank
Washington
$1.33M -$44K -364 -3%
BC
245
Bartlett & Co
Ohio
$1.31M -$6.65K -55 -0.5%
SBL
246
Sargent Bickham Lagudis
Colorado
$1.3M -$1.25M -10,327 -99%
HHGA
247
Halbert Hargrove Global Advisors
California
$1.29M +$164K +1,357 +15%
CB
248
Commerce Bank
Missouri
$1.25M +$71.2K +589 +6%
IWMPD
249
Integrated Wealth Management (Palm Desert)
California
$1.22M +$1.1M +9,097 +1,050%
BSW
250
Buckingham Strategic Wealth
Missouri
$1.21M -$204K -1,688 -15%