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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
376
Community Bank
New York
$214K
AWM
377
Avior Wealth Management
Nebraska
$213K -$44.5K -376 -18%
CL
378
Choreo LLC
Illinois
$211K
OPCM
379
Osborne Partners Capital Management
California
$211K +$118 +1 +0.1%
PO
380
Private Ocean
California
$210K
SHJ
381
Sharkey, Howes & Javer
Colorado
$209K +$202K +1,709 New
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K
LWA
383
Lenox Wealth Advisors
New York
$187K +$9.12K +77 +5%
FHA
384
First Horizon Advisors
Tennessee
$173K -$7.7K -65 -4%
RWA
385
Ropes Wealth Advisors
Massachusetts
$161K +$156K +1,315 New
PMFA
386
Plante Moran Financial Advisors
Michigan
$160K
FFC
387
First Financial Corp
Indiana
$157K +$38.5K +325 +34%
WCM
388
Wealthcare Capital Management
Virginia
$148K +$115K +972 +417%
OIA
389
Optimum Investment Advisors
Illinois
$147K
CTC
390
Central Trust Company
Missouri
$145K
PFSC
391
Peoples Financial Services Corp
Pennsylvania
$134K +$2.84K +24 +2%
AF
392
Allworth Financial
California
$130K +$126K +1,061 New
BRWM
393
B. Riley Wealth Management
Tennessee
$120K +$17.7K +149 +18%
HNB
394
Huntington National Bank
Ohio
$109K +$106K +893 New
CMO
395
Covenant Multifamily Offices
Texas
$104K
TIM
396
Tortoise Investment Management
New York
$101K
Simplex Trading
397
Simplex Trading
Illinois
$85K +$82.9K +700 New
QAM
398
QCI Asset Management
New York
$81K +$474 +4 +0.6%
FANJ
399
Financial Architects (New Jersey)
New Jersey
$78K
OFS
400
Orrstown Financial Services
Pennsylvania
$71K +$38.4K +324 +128%