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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
276
Ausdal Financial Partners
Iowa
$716K +$93.4K +902 +16%
BCM
277
Brookstone Capital Management
Illinois
$714K -$772K -7,456 -54%
MNA
278
Manning & Napier Advisors
New York
$708K
RWG
279
Regal Wealth Group
California
$702K
IWA
280
Inspirion Wealth Advisors
Illinois
$689K +$39.7K +383 +7%
GC
281
Gibson Capital
Pennsylvania
$688K
HR
282
Howe & Rusling
New York
$682K -$42.6K -411 -6%
AA
283
Alesco Advisors
New York
$678K -$200K -1,929 -24%
CCM
284
Covington Capital Management
California
$671K
CB
285
Chemical Bank
Michigan
$663K +$25.4K +245 +4%
JIC
286
Joel Isaacson & Co
New York
$654K +$545K +5,265 +878%
LCM
287
Lucas Capital Management
New Jersey
$647K +$31.4K +303 +6%
1GA
288
1st Global Advisors
Texas
$644K
KA
289
Klingman & Associates
New York
$630K -$86.5K -835 -13%
ACM
290
Advisors Capital Management
New Jersey
$626K -$32.4K -313 -5%
ACP
291
Ashfield Capital Partners
California
$622K -$331K -3,196 -36%
SFSG
292
Stearns Financial Services Group
North Carolina
$619K -$14.7K -142 -2%
Luther King Capital Management (LKCM)
293
Luther King Capital Management (LKCM)
Texas
$619K
FNT
294
First National Trust
Pennsylvania
$617K +$319K +3,080 +125%
OC
295
Oarsman Capital
Wisconsin
$609K -$555K -5,360 -50%
OA
296
Oxbow Advisors
Texas
$608K
HK
297
Horizon Kinetics
New York
$593K -$22.1K -213 -4%
FTIOP
298
Fiduciary Trust International of Pennsylvania
Pennsylvania
$590K
NFG
299
Next Financial Group
Texas
$584K +$30.7K +296 +6%
JCM
300
Jag Capital Management
Missouri
$582K