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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
401
Strategic Wealth Partners Group
Illinois
$641K +$78.8K +578 +15%
QCG
402
Quadrant Capital Group
Ohio
$637K
RBC
403
Roble Belko & Company
Pennsylvania
$635K
NFG
404
Next Financial Group
Texas
$632K -$156K -1,142 -20%
MWM
405
Meridian Wealth Management
Kentucky
$630K -$16.5K -121 -3%
JSL
406
JT Stratford LLC
Georgia
$630K -$5.18K -38 -0.8%
AA
407
Alesco Advisors
New York
$616K -$20.4K -150 -3%
LPIC
408
LeJeune Puetz Investment Counsel
Michigan
$615K
BWA
409
Burt Wealth Advisors
Maryland
$614K +$136 +1 +0%
CFD
410
Creative Financial Designs
Indiana
$605K +$43.1K +316 +8%
SSB
411
Sandy Spring Bank
Maryland
$602K
NGA
412
Naples Global Advisors
Florida
$600K
LWAC
413
Laurel Wealth Advisors (California)
California
$593K +$6.81K +50 +1%
CPO
414
Cerity Partners OCIO
New York
$591K +$219K +1,607 +62%
ATC
415
Argent Trust Co
Tennessee
$590K +$24.8K +182 +5%
HR
416
Howe & Rusling
New York
$587K -$16.9K -124 -3%
AIP
417
Ameritas Investment Partners
Nebraska
$571K +$71.4K +524 +15%
IAA
418
Ironsides Asset Advisors
North Carolina
$568K +$273K +2,000 +99%
FNB
419
Farmers National Bank
Kentucky
$563K -$59K -433 -10%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$563K -$4.77K -35 -0.9%
EWM
421
Empirical Wealth Management
Washington
$563K +$2.86K +21 +0.5%
TFCP
422
Twin Focus Capital Partners
Massachusetts
$556K
CPSAC
423
Chas P. Smith & Associates (CPS)
Florida
$545K
FNBT
424
FineMark National Bank & Trust
Florida
$544K +$125K +918 +31%
UB
425
UMB Bank
Missouri
$531K