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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
276
Tarbox Family Office
California
$1.76M -$5.54M -40,643 -77%
HB
277
Homrich & Berg
Georgia
$1.74M
FAAS
278
First Allied Advisory Services
California
$1.72M +$163K +1,195 +11%
First Trust Advisors
279
First Trust Advisors
Illinois
$1.71M -$1.33M -9,736 -45%
Betterment LLC
280
Betterment LLC
New York
$1.7M +$710K +5,209 +77%
WJA
281
Williams Jones & Associates
New York
$1.66M +$1.91K +14 +0.1%
WTB
282
Washington Trust Bank
Washington
$1.62M +$50.4K +370 +3%
GIM
283
Goelzer Investment Management
Indiana
$1.6M -$21.5K -158 -1%
I
284
IberiaBank
Louisiana
$1.6M +$1.52M +11,190 New
RIA
285
Regal Investment Advisors
Michigan
$1.59M +$218K +1,597 +16%
RW
286
REDW Wealth
New Mexico
$1.59M -$37.9K -278 -2%
KWM
287
Kingsview Wealth Management
Oregon
$1.58M +$361K +2,649 +31%
MSS
288
Mitchell Sinkler & Starr
Pennsylvania
$1.58M +$5.45K +40 +0.4%
FPIS
289
Financial Planning & Information Services
Wisconsin
$1.57M +$17.7K +130 +1%
PCA
290
Personal Capital Advisors
California
$1.57M +$59K +433 +4%
KeyBank National Association
291
KeyBank National Association
Ohio
$1.55M +$612K +4,494 +69%
RMDI
292
R.M. Davis Inc
Maine
$1.54M +$53.1K +390 +4%
IWA
293
Inspirion Wealth Advisors
Illinois
$1.52M +$30.7K +225 +2%
SFS
294
Sowell Financial Services
Arkansas
$1.48M -$161K -1,179 -10%
SBL
295
Sargent Bickham Lagudis
Colorado
$1.48M +$42.8K +314 +3%
BC
296
Bartlett & Co
Ohio
$1.47M -$27.9K -205 -2%
CAW
297
Cornerstone Advisors (Washington)
Washington
$1.46M
LPT
298
Legacy Private Trust
Wisconsin
$1.46M -$465K -3,415 -25%
HWP
299
Hefty Wealth Partners
Indiana
$1.45M +$24.4K +179 +2%
MAS
300
Managed Account Services
Florida
$1.44M +$105K +770 +8%