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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
426
Woodmont Investment Counsel
Tennessee
$184K
PO
427
Private Ocean
California
$177K +$227 +2 +0.1%
Barclays
428
Barclays
United Kingdom
$172K -$22.9M -202,384 -99%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
SHJ
430
Sharkey, Howes & Javer
Colorado
$155K -$72.4K -639 -31%
RWA
431
Ropes Wealth Advisors
Massachusetts
$145K
LNB
432
Ledyard National Bank
$133K +$137K +1,205 New
LWA
433
Lenox Wealth Advisors
New York
$129K
AIP
434
Ameritas Investment Partners
Nebraska
$124K +$71.3K +629 +126%
LIA
435
LS Investment Advisors
Michigan
$122K +$17.2K +152 +16%
PMFA
436
Plante Moran Financial Advisors
Michigan
$120K +$567 +5 +0.5%
AF
437
Allworth Financial
California
$117K
QAM
438
QCI Asset Management
New York
$115K +$9.63K +85 +9%
OFS
439
Orrstown Financial Services
Pennsylvania
$110K
PFSC
440
Peoples Financial Services Corp
Pennsylvania
$108K
HNB
441
Huntington National Bank
Ohio
$107K
FFC
442
First Financial Corp
Indiana
$106K -$31.1K -274 -22%
JFGIW
443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$87K +$75.6K +667 +565%
TIM
445
Tortoise Investment Management
New York
$82K +$10.2K +90 +14%
KM
446
Kalos Management
Georgia
$73K
JIC
447
Joel Isaacson & Co
New York
$66K +$29.2K +258 +75%
JAM
448
Jolley Asset Management
North Carolina
$64K +$65.7K +580 New
GWS
449
Glassman Wealth Services
Virginia
$59K
ZB
450
Zions Bancorporation
Utah
$59K +$68K +600 New