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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
451
Dorsey & Whitney Trust
South Dakota
$394K +$1.86K +15 +0.5%
TI
452
Truepoint Inc
Ohio
$393K +$372K +2,995 New
LCM
453
Logan Capital Management
Pennsylvania
$387K
WA
454
WESPAC Advisors
California
$387K
CFD
455
Creative Financial Designs
Indiana
$377K +$363K +2,921 New
WCM
456
Weatherstone Capital Management
Colorado
$375K -$399K -3,212 -52%
ACI
457
Alpha Cubed Investments
California
$375K +$361K +2,909 New
HB
458
Homrich & Berg
Georgia
$371K -$69.5K -560 -16%
FCAG
459
First Capital Advisors Group
New Jersey
$369K +$355K +2,860 New
CAM
460
Columbia Asset Management
Michigan
$368K +$1.86K +15 +0.5%
AIP
461
Ameritas Investment Partners
Nebraska
$368K +$87.7K +707 +33%
HTC
462
Haverford Trust Company
Pennsylvania
$366K +$352K +2,839 New
VFP
463
Verus Financial Partners
Virginia
$362K -$2.98K -24 -0.8%
FC
464
Financial Consulate
Maryland
$362K +$52.4K +422 +18%
ATIA
465
American Trust Investment Advisors
New Hampshire
$361K -$6.21K -50 -2%
Thrivent Financial for Lutherans
466
Thrivent Financial for Lutherans
Minnesota
$361K +$13.7K +110 +4%
UB
467
UMB Bank
Missouri
$360K
Betterment LLC
468
Betterment LLC
New York
$359K +$346K +2,786 New
DIA
469
Denver Investment Advisors
Colorado
$356K +$56.6K +456 +20%
CWM
470
Concert Wealth Management
California
$355K -$521K -4,194 -60%
FWP
471
FAS Wealth Partners
Kansas
$355K
UBWV
472
United Bank (West Virginia)
West Virginia
$351K
RMAM
473
Raab & Moskowitz Asset Management
New Jersey
$350K +$337K +2,718 New
PHS
474
Pekin Hardy Strauss
Illinois
$349K +$336K +2,710 New
OFG
475
Oxford Financial Group
Indiana
$341K +$328K +2,643 New