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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Sawgrass Asset Management
Florida
$6.1M +$559K +2,600 +11%
CAM
452
Cozad Asset Management
Illinois
$6.09M +$88K +409 +2%
PBF
453
Petix & Botte Financial
California
$6.08M +$2.58M +11,985 +82%
RA
454
Ruggaard & Associates
Ohio
$6.01M +$370K +1,722 +7%
QIM
455
Quest Investment Management
Oregon
$5.99M -$469K -2,180 -8%
BF
456
BOK Financial
Oklahoma
$5.97M +$951K +4,423 +20%
FWP
457
Family Wealth Partners
North Carolina
$5.95M -$596K -2,771 -10%
QCM
458
QRG Capital Management
Illinois
$5.89M +$88.8K +413 +2%
LFG
459
Larson Financial Group
Missouri
$5.89M +$192K +892 +4%
GGS
460
Galvin Gaustad & Stein
Arizona
$5.86M -$122K -569 -2%
APC
461
Asset Planning Corporation
Tennessee
$5.85M -$5.19M -24,110 -48%
BWCS
462
Beirne Wealth Consulting Services
Connecticut
$5.85M +$4.72M +21,944 +605%
LNWTC
463
Laird Norton Wetherby Trust Company
Washington
$5.84M – – –
MFS
464
McNamara Financial Services
Massachusetts
$5.84M +$33.3K +155 +0.6%
PWP
465
Perfromance Wealth Partners
Illinois
$5.83M -$3.1M -14,396 -36%
DOA
466
D'Orazio & Associates
Virginia
$5.82M -$2.19M -10,199 -29%
SWA
467
Stratos Wealth Advisors
Ohio
$5.81M +$98.7K +459 +2%
PPP
468
Private Portfolio Partners
New Jersey
$5.77M +$30.5K +142 +0.6%
AIP
469
Ameritas Investment Partners
Nebraska
$5.76M +$359K +1,670 +7%
FMC
470
First Merchants Corp
Indiana
$5.72M -$86.5K -402 -2%
FPB
471
First PREMIER Bank
South Dakota
$5.71M -$372K -1,731 -6%
Nuveen
472
Nuveen
North Carolina
$5.7M -$710K -3,300 -12%
BA
473
Brightwater Advisory
Florida
$5.69M +$99.6K +463 +2%
MA
474
Mutual Advisors
Nebraska
$5.59M -$1.22M -5,651 -19%
WCFA
475
Walkner Condon Financial Advisors
Wisconsin
$5.59M +$134K +622 +3%