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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
376
Bangor Savings Bank
Maine
$621K
ACM
377
Alpha Capital Management
Texas
$606K +$12.8K +103 +2%
PCTC
378
Perkins Coie Trust Company
Washington
$606K +$140K +1,125 +31%
WEC
379
Winslow Evans & Crocker
Massachusetts
$604K -$93.8K -756 -14%
HWP
380
Hefty Wealth Partners
Indiana
$603K -$993 -8 -0.2%
RSA
381
Robertson Stephens Advisors
California
$600K +$577K +4,651 New
ABC
382
Associated Banc-Corp
Wisconsin
$597K -$31.2K -251 -5%
SFG
383
SNS Financial Group
Minnesota
$597K +$86.4K +696 +18%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$597K +$575K +4,629 New
SC
385
SouthState Corp
Florida
$591K -$18.6K -150 -3%
CCP
386
Clarkston Capital Partners
Michigan
$579K +$3.1K +25 +0.6%
CWM
387
Cornerstone Wealth Management
Missouri
$577K +$194K +1,564 +54%
GP
388
Girard Partners
Pennsylvania
$572K +$61.1K +492 +12%
Neuberger Berman Group
389
Neuberger Berman Group
New York
$565K +$543K +4,379 New
TYCC
390
Texas Yale Capital Corp
Florida
$563K +$11.7K +94 +2%
KA
391
Klingman & Associates
New York
$560K -$64.8K -522 -11%
PAM
392
Peak Asset Management
Colorado
$559K -$89.9K -724 -14%
SDWMA
393
Schneider Downs Wealth Management Advisors
Pennsylvania
$555K -$305K -2,458 -36%
CL
394
CPWM LLC
Washington
$553K +$372 +3 +0.1%
JSL
395
JT Stratford LLC
Georgia
$552K +$531K +4,278 New
FC
396
Forte Capital
New York
$549K +$10.6K +85 +2%
NGA
397
Naples Global Advisors
Florida
$548K +$26.7K +215 +5%
RC
398
Roundview Capital
New Jersey
$545K +$266K +2,143 +103%
BWA
399
Burt Wealth Advisors
Maryland
$530K
BFG
400
Beacon Financial Group
Texas
$527K