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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
351
Stearns Financial Services Group
North Carolina
$830K +$26.9K +203 +3%
WIM
352
Westside Investment Management
California
$820K +$135K +1,020 +19%
GC
353
Gibson Capital
Pennsylvania
$811K
FNT
354
First National Trust
Pennsylvania
$809K +$14.6K +110 +2%
SEIA
355
Signature Estate & Investment Advisors
California
$800K +$9.66K +73 +1%
CCA
356
Cobblestone Capital Advisors
New York
$794K -$33.1K -250 -4%
LCM
357
Lucas Capital Management
New Jersey
$763K +$27.5K +208 +4%
NFG
358
NewFocus Financial Group
Washington
$760K +$13.9K +105 +2%
JFA
359
Johanson Financial Advisors
California
$755K +$750K +5,667 New
ACP
360
Aveo Capital Partners
Colorado
$754K -$824K -6,226 -52%
JCM
361
Jag Capital Management
Missouri
$746K +$49.9K +377 +7%
WEC
362
Winslow Evans & Crocker
Massachusetts
$739K +$114K +860 +18%
PTC
363
Private Trust Company
Ohio
$737K -$71.4K -540 -9%
LDB
364
Lee, Danner & Bass
Tennessee
$734K +$238K +1,800 +49%
OA
365
Oxbow Advisors
Texas
$726K
SFG
366
StrategIQ Financial Group
Indiana
$723K +$11.8K +89 +2%
CBU
367
CIBC Bank USA
Illinois
$720K -$29.8K -225 -4%
DSN
368
D. Scott Neal
Kentucky
$719K +$578K +4,367 +425%
GF
369
Goodman Financial
Texas
$715K +$55.3K +418 +8%
PA
370
Probity Advisors
Texas
$710K
CL
371
CPWM LLC
Washington
$699K +$126K +956 +22%
DC
372
Davenport & Co
Virginia
$698K
RMAM
373
Raab & Moskowitz Asset Management
New Jersey
$688K +$324K +2,446 +90%
FTIOP
374
Fiduciary Trust International of Pennsylvania
Pennsylvania
$685K
Betterment LLC
375
Betterment LLC
New York
$677K +$304K +2,294 +82%