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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Joel Isaacson & Co
New York
$3.9M +$430K +2,864 +9%
GA
227
Greytown Advisors
Florida
$3.77M -$504K -3,354 -9%
SBL
228
Sargent Bickham Lagudis
Colorado
$3.76M +$3.39M +22,540 +225%
REMPR
229
Roof Eidam Maycock Peralta (REMP)
California
$3.73M -$550K -3,657 -10%
VWA
230
Visionary Wealth Advisors
Illinois
$3.73M +$3.6M +23,936 +287%
CFGS
231
Concourse Financial Group Securities
Alabama
$3.72M -$316K -2,103 -6%
BF
232
BOK Financial
Oklahoma
$3.69M -$8.87K -59 -0.2%
SHGA
233
Sand Hill Global Advisors
California
$3.68M -$194K -1,294 -4%
CG
234
Caprock Group
Idaho
$3.67M -$4.28M -28,503 -47%
AWM
235
AE Wealth Management
Kansas
$3.66M -$387K -2,578 -8%
MFS
236
Madrona Financial Services
Washington
$3.65M +$64.9K +432 +1%
EWM
237
Endurance Wealth Management
Rhode Island
$3.64M
PAG
238
Private Advisory Group
Washington
$3.59M +$4.67M +31,073 New
AA
239
ALPS Advisors
Colorado
$3.58M +$992K +6,602 +27%
FMC
240
First Merchants Corp
Indiana
$3.58M -$354K -2,356 -7%
HCIA
241
Hochman Cole Investment Advisors
Illinois
$3.57M -$4.96K -33 -0.1%
CA
242
Cambridge Advisors
Nebraska
$3.54M +$210K +1,400 +5%
BG
243
Berry Group
Massachusetts
$3.53M +$234K +1,559 +5%
HWM
244
Howard Wealth Management
Connecticut
$3.51M +$43.4K +289 +1%
AA
245
Ancora Advisors
Ohio
$3.49M +$3.73M +24,788 +456%
BAM
246
Baldrige Asset Management
Pennsylvania
$3.46M +$849K +5,648 +23%
MIM
247
Morningstar Investment Management
Illinois
$3.46M +$4.5M +29,949 New
BWA
248
BlueSky Wealth Advisors
North Carolina
$3.46M +$2M +13,310 +80%
LFA
249
Landmark Financial Advisors
Kentucky
$3.45M -$189K -1,258 -4%
AllianceBernstein
250
AllianceBernstein
Tennessee
$3.44M -$31.3K -208 -0.7%