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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
326
Bingham Osborn & Scarborough
California
$205K +$196K +1,749 New
MC
327
Moors & Cabot
Massachusetts
$204K +$196K +1,750 New
PO
328
Private Ocean
California
$201K
CL
329
Choreo LLC
Illinois
$201K +$192K +1,719 New
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K -$42K -375 -19%
PAS
331
Partnervest Advisory Services
California
$168K +$20.7K +185 +15%
LWA
332
Lenox Wealth Advisors
New York
$167K
FHA
333
First Horizon Advisors
Tennessee
$165K +$2.8K +25 +2%
PMFA
334
Plante Moran Financial Advisors
Michigan
$152K
PFSC
335
Peoples Financial Services Corp
Pennsylvania
$124K -$336 -3 -0.3%
CTC
336
Central Trust Company
Missouri
$116K
Manulife (Manufacturers Life Insurance)
337
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K +$48.7K +435 +81%
BRWM
338
B. Riley Wealth Management
Tennessee
$98K +$9.96K +89 +12%
TIM
339
Tortoise Investment Management
New York
$95K +$31.7K +283 +54%
JWA
340
JFS Wealth Advisors
Pennsylvania
$78K -$561K -5,016 -88%
WTNA
341
Wilmington Trust National Association
Delaware
$76K +$72.7K +650 New
RNS
342
Robert N. Shapiro
$73K -$1.57K -14 -2%
JFA
343
JNBA Financial Advisors
Minnesota
$67K
CCS
344
Crosspoint Capital Strategies
California
$63K -$224 -2 -0.4%
QAM
345
QCI Asset Management
New York
$60K +$9.51K +85 +20%
AA
346
Apriem Advisors
California
$59K
DADC
347
D.A. Davidson & Co
Montana
$59K
PSI
348
Pinnacle Summer Investments
Virginia
$47K
OIA
349
Optimum Investment Advisors
Illinois
$47K +$44.8K +400 New
HCP
350
Holt Capital Partners
Texas
$46K