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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
351
Sandy Spring Bank
Maryland
$485K
GP
352
Girard Partners
Pennsylvania
$482K +$116K +958 +32%
SFG
353
SNS Financial Group
Minnesota
$481K +$167K +1,383 +54%
AL
354
Aspiriant LLC
California
$480K -$63.7K -527 -12%
AWM
355
Avior Wealth Management
Nebraska
$475K -$9.31K -77 -2%
HK
356
Horizon Kinetics
New York
$474K +$1.94K +16 +0.4%
SWPG
357
Strategic Wealth Partners Group
Illinois
$474K +$218K +1,802 +87%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$470K -$891K -7,368 -66%
VNA
359
Valley National Advisers
Pennsylvania
$470K -$72.8K -602 -14%
LDB
360
Lee, Danner & Bass
Tennessee
$459K -$3.63K -30 -0.8%
BFO
361
Boston Family Office
Massachusetts
$456K -$8.35K -69 -2%
GG
362
Gofen & Glossberg
Illinois
$453K
WF
363
Welch & Forbes
Massachusetts
$452K -$1.31M -10,800 -74%
SNBOSD
364
Security National Bank of So Dak
Iowa
$450K +$71K +587 +19%
GAM
365
Gemmer Asset Management
California
$447K +$21.7K +179 +5%
CPSAC
366
Chas P. Smith & Associates (CPS)
Florida
$444K -$99.2K -820 -18%
PCTC
367
Perkins Coie Trust Company
Washington
$437K -$12.1K -100 -3%
BG
368
Bahl & Gaynor
Ohio
$434K -$12.8K -106 -3%
ATC
369
Argent Trust Co
Tennessee
$433K +$112K +930 +36%
FNB
370
Farmers National Bank
Kentucky
$429K +$17.5K +145 +4%
NSIM
371
North Star Investment Management
Illinois
$428K +$363 +3 +0.1%
LNC
372
Lincoln National Corp
Pennsylvania
$427K +$51.5K +426 +14%
CS
373
Credit Suisse
Switzerland
$420K -$772K -6,385 -65%
HB
374
Homrich & Berg
Georgia
$420K +$96.8K +800 +30%
AF
375
Aldebaran Financial
$410K +$484 +4 +0.1%