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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
401
Perkins Coie Trust Company
Washington
$622K
MWM
402
Meridian Wealth Management
Kentucky
$620K +$25.6K +191 +4%
CCP
403
Clarkston Capital Partners
Michigan
$612K +$1.07K +8 +0.2%
AA
404
Alesco Advisors
New York
$611K
QCG
405
Quadrant Capital Group
Ohio
$610K
JSL
406
JT Stratford LLC
Georgia
$610K +$16.8K +125 +3%
RBC
407
Roble Belko & Company
Pennsylvania
$609K +$13.8K +103 +2%
FNB
408
Farmers National Bank
Kentucky
$599K +$122K +908 +26%
CAM
409
Columbia Asset Management
Michigan
$594K +$194K +1,447 +49%
LNC
410
Lincoln National Corp
Pennsylvania
$591K +$83.2K +621 +17%
LPIC
411
LeJeune Puetz Investment Counsel
Michigan
$590K +$80.4K +600 +16%
BWA
412
Burt Wealth Advisors
Maryland
$588K
HR
413
Howe & Rusling
New York
$580K -$4.02K -30 -0.7%
SSB
414
Sandy Spring Bank
Maryland
$578K -$23.7K -177 -4%
NGA
415
Naples Global Advisors
Florida
$576K
LWAC
416
Laurel Wealth Advisors (California)
California
$562K -$26K -194 -4%
PAM
417
Peak Asset Management
Colorado
$561K +$54.8K +409 +11%
SG
418
StoneX Group
New York
$547K +$541K +4,034 New
CIBC World Market
419
CIBC World Market
Ontario, Canada
$545K +$47.6K +355 +10%
ATC
420
Argent Trust Co
Tennessee
$541K +$8.58K +64 +2%
CFD
421
Creative Financial Designs
Indiana
$537K +$114K +850 +27%
EWM
422
Empirical Wealth Management
Washington
$537K +$531K +3,962 New
SWPG
423
Strategic Wealth Partners Group
Illinois
$536K +$9.78K +73 +2%
TFCP
424
Twin Focus Capital Partners
Massachusetts
$533K +$107K +800 +26%
SCA
425
Salient Capital Advisors
Texas
$533K +$527K +3,933 New