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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
451
Private Ocean
California
$185K
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K
SHJ
453
Sharkey, Howes & Javer
Colorado
$162K +$43.7K +385 +38%
FANJ
454
Financial Architects (New Jersey)
New Jersey
$160K +$51.9K +457 +49%
GWM
455
Geneos Wealth Management
Colorado
$153K -$45.9K -404 -23%
FHA
456
First Horizon Advisors
Tennessee
$151K -$149K -1,313 -50%
CB
457
Community Bank
New York
$150K -$96.5K -850 -40%
FTUS
458
Flow Traders U.S.
New York
$150K +$148K +1,300 New
First Manhattan
459
First Manhattan
New York
$149K +$147K +1,290 New
FFC
460
First Financial Corp
Indiana
$148K +$44.4K +391 +44%
JFGIW
461
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K +$35.8K +315 +35%
IIC
462
Integrated Investment Consultants
Michigan
$132K
LWA
463
Lenox Wealth Advisors
New York
$127K -$7.84K -69 -6%
PMFA
464
Plante Moran Financial Advisors
Michigan
$126K +$114 +1 +0.1%
RCA
465
Rowland Carmichael Advisors
Arizona
$126K +$11.7K +103 +10%
S
466
SignatureFD
Georgia
$119K -$8.29K -73 -7%
PFSC
467
Peoples Financial Services Corp
Pennsylvania
$113K
BMM
468
Buffington Mohr McNeal
Idaho
$107K
CCM
469
Cribstone Capital Management
Maine
$101K +$98.8K +870 New
IWMPD
470
Integrated Wealth Management (Palm Desert)
California
$100K +$98.4K +866 New
TIM
471
Tortoise Investment Management
New York
$86K
HNB
472
Huntington National Bank
Ohio
$81K
TWA
473
TCI Wealth Advisors
Arizona
$77K +$46.3K +408 +160%
LNB
474
Ledyard National Bank
$71K
ZB
475
Zions Bancorporation
Utah
$71K