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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
401
WealthOne
New York
$5.58M -$108K -543 -2%
QIM
402
Quest Investment Management
Oregon
$5.57M
CS
403
Comerica Securities
Michigan
$5.56M +$2.07M +10,401 +55%
WFA
404
Wells Financial Advisors
Massachusetts
$5.55M -$12.6K -63 -0.2%
AA
405
Ancora Advisors
Ohio
$5.54M -$38.5K -193 -0.7%
CNBT
406
Cornerstone National Bank & Trust
Illinois
$5.52M -$74.7K -375 -1%
TPCW
407
TD Private Client Wealth
New York
$5.5M +$1.83M +9,186 +46%
DL
408
DOHJ LLC
Washington
$5.47M +$365K +1,833 +7%
FPB
409
First PREMIER Bank
South Dakota
$5.38M -$94K -472 -2%
EWM
410
Evercore Wealth Management
New York
$5.35M -$241K -1,210 -4%
CWMU
411
Caliber Wealth Management (Utah)
Utah
$5.35M +$71.9K +361 +1%
SI
412
Saxon Interests
Texas
$5.35M +$5.64M +28,301 New
HTC
413
Haverford Trust Company
Pennsylvania
$5.35M +$9.56K +48 +0.2%
IFAM
414
Institutional & Family Asset Management
Colorado
$5.35M -$11.6K -58 -0.2%
LFP
415
Leeward Financial Partners
Washington
$5.33M +$830K +4,164 +17%
FNFDCM
416
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.31M -$89.5K -449 -2%
SCA
417
Sandy Cove Advisors
Massachusetts
$5.31M -$1.83M -9,209 -25%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$5.25M +$58.8K +295 +1%
OL
419
Optas LLC
Texas
$5.23M +$1.92M +9,629 +54%
CAG
420
Crestwood Advisors Group
Massachusetts
$5.22M -$28.5K -143 -0.5%
AAS
421
Ameritas Advisory Services
Nebraska
$5.17M +$1.47M +7,366 +36%
ECG
422
Edge Capital Group
Georgia
$5.15M -$398K -1,999 -7%
GHAM
423
Gilman Hill Asset Management
Connecticut
$5.09M -$1.16M -5,835 -18%
EA
424
Evolution Advisers
Virginia
$5.06M -$203K -1,020 -4%
IAN
425
Integrated Advisors Network
Texas
$5.03M -$24.7K -124 -0.5%