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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Avior Wealth Management
Nebraska
$442K +$11.5K +111 +3%
BFO
327
Boston Family Office
Massachusetts
$438K -$5.8K -56 -1%
SSB
328
Sandy Spring Bank
Maryland
$437K -$4.45K -43 -1%
GF
329
Goodman Financial
Texas
$436K -$6.32K -61 -2%
LDB
330
Lee, Danner & Bass
Tennessee
$434K -$8.29K -80 -2%
1SB
331
1ST Source Bank
Indiana
$434K
BFG
332
Beacon Financial Group
Texas
$433K +$25.2K +243 +7%
KeyBank National Association
333
KeyBank National Association
Ohio
$427K -$121K -1,169 -23%
LA
334
LVW Advisors
New York
$418K -$33.4K -322 -8%
WEC
335
Winslow Evans & Crocker
Massachusetts
$415K -$10.4K -100 -3%
PCTC
336
Perkins Coie Trust Company
Washington
$410K
GAM
337
Gemmer Asset Management
California
$405K -$3.94K -38 -1%
AIA
338
Allegis Investment Advisors
Idaho
$397K +$181K +1,744 +96%
MWP
339
MYCIO Wealth Partners
Pennsylvania
$396K +$362K +3,497 +6,245%
VFP
340
Verus Financial Partners
Virginia
$395K -$12K -116 -3%
CCM
341
Coe Capital Management
Illinois
$395K +$24.9K +240 +7%
NSIM
342
North Star Investment Management
Illinois
$387K +$207 +2 +0.1%
EFS
343
Essex Financial Services
Connecticut
$375K
FNB
344
Farmers National Bank
Kentucky
$375K
FPTW
345
Franklin, Parlapiano, Turner & Welch
Texas
$373K
IF
346
Ironwood Financial
Arizona
$373K +$346K +3,342 New
AF
347
Aldebaran Financial
$373K +$347K +3,347 New
WS
348
Wedbush Securities
California
$367K +$2.17K +21 +0.6%
GG
349
Gofen & Glossberg
Illinois
$365K
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$365K +$339K +3,272 New