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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$232K -$66.8K -544 -22%
BB
377
Bell Bank
North Dakota
$229K
KeyBank National Association
378
KeyBank National Association
Ohio
$225K +$3.07K +25 +1%
AMIM
379
Aull & Monroe Investment Management
Alabama
$223K
MC
380
Moors & Cabot
Massachusetts
$222K +$225K +1,828 New
FNT
381
First National Trust
Pennsylvania
$222K +$225K +1,831 New
RWM
382
Rezny Wealth Management
Florida
$221K +$224K +1,823 New
MPAM
383
Murphy Pohlad Asset Management
Minnesota
$217K
Simplex Trading
384
Simplex Trading
Illinois
$217K +$134K +1,091 +156%
FPCP
385
Fort Point Capital Partners
California
$215K -$93.1K -758 -30%
Citadel Advisors
386
Citadel Advisors
Florida
$213K +$216K +1,757 New
CL
387
Choreo LLC
Illinois
$209K
OPCM
388
Osborne Partners Capital Management
California
$209K
PO
389
Private Ocean
California
$209K
KTC
390
Kistler-Tiffany Companies
Pennsylvania
$208K +$154K +1,251 +272%
LNC
391
Lincoln National Corp
Pennsylvania
$208K +$210K +1,710 New
CB
392
Community Bank
New York
$200K -$12.3K -100 -6%
AWM
393
Avior Wealth Management
Nebraska
$200K -$11.2K -91 -5%
LWCFA
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
LWA
395
Lenox Wealth Advisors
New York
$184K -$983 -8 -0.5%
FHA
396
First Horizon Advisors
Tennessee
$171K
WIC
397
Woodmont Investment Counsel
Tennessee
$167K +$169K +1,375 New
FANJ
398
Financial Architects (New Jersey)
New Jersey
$161K +$85.1K +693 +109%
RWA
399
Ropes Wealth Advisors
Massachusetts
$160K
PMFA
400
Plante Moran Financial Advisors
Michigan
$159K