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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
251
Lucas Capital Management
New Jersey
$490K -$97.4K -850 -16%
SEIA
252
Signature Estate & Investment Advisors
California
$486K +$40.1K +350 +9%
FWM
253
Focused Wealth Management
New York
$485K -$4.3M -37,507 -90%
BFO
254
Boston Family Office
Massachusetts
$476K
Manulife (Manufacturers Life Insurance)
255
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475K +$380K +3,318 +340%
BAAM
256
Baker Avenue Asset Management
California
$473K
CB
257
Chemical Bank
Michigan
$466K
MG
258
McCutchen Group
Washington
$466K
EWM
259
Endurance Wealth Management
Rhode Island
$464K +$481K +4,200 New
SWA
260
SFMG Wealth Advisors
Texas
$458K
ACP
261
Ashfield Capital Partners
California
$457K
SSB
262
Sandy Spring Bank
Maryland
$454K -$8.59K -75 -2%
DWT
263
Dorsey & Whitney Trust
South Dakota
$452K
BCM
264
Brookstone Capital Management
Illinois
$449K -$51K -445 -10%
SIC
265
Sigma Investment Counselors
Michigan
$440K
SC
266
SouthState Corp
Florida
$435K -$1.72K -15 -0.4%
ASN
267
Advisory Services Network
Georgia
$432K
DI
268
Dalton Investments
Nevada
$428K +$443K +3,865 New
PTC
269
Private Trust Company
Ohio
$426K +$58K +506 +15%
FPTW
270
Franklin, Parlapiano, Turner & Welch
Texas
$424K
LDB
271
Lee, Danner & Bass
Tennessee
$412K
PCTC
272
Perkins Coie Trust Company
Washington
$411K
EVM
273
Eaton Vance Management
Massachusetts
$402K -$3.29M -28,725 -89%
BWP
274
BSW Wealth Partners
Colorado
$395K -$4.01K -35 -1%
ST
275
Stifel Trust
Missouri
$389K