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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
401
Howe & Rusling
New York
$574K +$40.9K +309 +8%
NGA
402
Naples Global Advisors
Florida
$566K
WB
403
WesBanco Bank
West Virginia
$557K -$1.04M -7,863 -65%
KeyBank National Association
404
KeyBank National Association
Ohio
$555K +$26.5K +200 +5%
NFG
405
Next Financial Group
Texas
$554K -$805K -6,081 -60%
WFWM
406
Wechter Feldman Wealth Management
New Jersey
$544K -$10.2M -77,322 -95%
EFS
407
Essex Financial Services
Connecticut
$537K +$50K +378 +10%
WA1
408
Wimmer Associates 1
California
$525K +$521K +3,937 New
SNBOSD
409
Security National Bank of So Dak
Iowa
$524K +$2.38K +18 +0.5%
ATC
410
Argent Trust Co
Tennessee
$524K +$4.37K +33 +0.8%
SWPG
411
Strategic Wealth Partners Group
Illinois
$518K +$265 +2 +0.1%
FAAS
412
First Allied Advisory Services
California
$515K -$5.77M -43,601 -92%
CPSAC
413
Chas P. Smith & Associates (CPS)
Florida
$514K +$29.8K +225 +6%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$514K +$46.3K +350 +10%
OC
415
Oarsman Capital
Wisconsin
$508K +$87.6K +662 +21%
LPIC
416
LeJeune Puetz Investment Counsel
Michigan
$500K -$19.8K -150 -4%
FC
417
Financial Consulate
Maryland
$500K +$125K +943 +34%
LNC
418
Lincoln National Corp
Pennsylvania
$499K -$23.6K -178 -5%
PAM
419
Peak Asset Management
Colorado
$498K -$79.9K -604 -14%
AWM
420
Avior Wealth Management
Nebraska
$496K -$7.81K -59 -2%
BFO
421
Boston Family Office
Massachusetts
$494K
CIBC World Market
422
CIBC World Market
Ontario, Canada
$489K -$127K -963 -21%
AL
423
Aspiriant LLC
California
$488K -$35.1K -265 -7%
WPC
424
Waters Parkerson & Co
Louisiana
$483K
CFC
425
Coyle Financial Counsel
Illinois
$482K -$13.4K -101 -3%