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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
426
QCI Asset Management
New York
$196K +$74.6K +720 +70%
AIM
427
Anchor Investment Management
South Carolina
$194K +$180K +1,740 New
GWM
428
Geneos Wealth Management
Colorado
$193K +$179K +1,731 New
KTC
429
Kistler-Tiffany Companies
Pennsylvania
$190K
AIP
430
Ameritas Investment Partners
Nebraska
$187K +$56.8K +548 +49%
WIC
431
Woodmont Investment Counsel
Tennessee
$185K
OSNBOA
432
Old Second National Bank of Aurora
Illinois
$185K +$125K +1,206 +268%
PO
433
Private Ocean
California
$178K +$104 +1 +0.1%
Barclays
434
Barclays
United Kingdom
$173K
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K
RWA
436
Ropes Wealth Advisors
Massachusetts
$147K
LWA
437
Lenox Wealth Advisors
New York
$130K
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$126K +$35.3K +341 +43%
IIC
439
Integrated Investment Consultants
Michigan
$126K +$118K +1,143 New
S
440
SignatureFD
Georgia
$123K -$136K -1,312 -54%
PMFA
441
Plante Moran Financial Advisors
Michigan
$121K +$104 +1 +0.1%
AF
442
Allworth Financial
California
$120K +$1.55K +15 +1%
OFS
443
Orrstown Financial Services
Pennsylvania
$120K +$8.49K +82 +8%
WRM
444
Westport Resources Management
Connecticut
$118K -$3.27M -31,561 -97%
SHJ
445
Sharkey, Howes & Javer
Colorado
$114K -$39.8K -384 -27%
RCA
446
Rowland Carmichael Advisors
Arizona
$110K +$102K +983 New
HNB
447
Huntington National Bank
Ohio
$109K
PFSC
448
Peoples Financial Services Corp
Pennsylvania
$109K
BMM
449
Buffington Mohr McNeal
Idaho
$103K +$95.5K +922 New
FANJ
450
Financial Architects (New Jersey)
New Jersey
$103K +$95.8K +925 New