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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APG
451
Abacus Planning Group
South Carolina
$6.66M -$111K -488 -2%
AIP
452
Ameritas Investment Partners
Nebraska
$6.65M +$262K +1,152 +4%
SWA
453
Stratos Wealth Advisors
Ohio
$6.63M +$378K +1,662 +6%
MMPW
454
Mitchell McLeod Pugh & Williams
Alabama
$6.54M +$725K +3,192 +13%
RA
455
Ruggaard & Associates
Ohio
$6.53M +$159K +698 +3%
Franklin Resources
456
Franklin Resources
California
$6.52M -$62.5K -275 -1%
SF
457
Synovus Financial
Georgia
$6.51M +$2.94M +12,942 +89%
AWM
458
AE Wealth Management
Kansas
$6.45M -$99.1K -436 -2%
FF
459
Farrell Financial
New York
$6.39M +$18.2K +80 +0.3%
EWM
460
Evercore Wealth Management
New York
$6.37M – – –
LFAS
461
Level Four Advisory Services
Texas
$6.35M +$2.96M +13,005 +93%
PPP
462
Private Portfolio Partners
New Jersey
$6.32M +$6.06M +26,648 New
RC
463
Roundview Capital
New Jersey
$6.31M +$1.42M +6,233 +31%
BF
464
BOK Financial
Oklahoma
$6.3M +$135K +594 +2%
CAM
465
Cozad Asset Management
Illinois
$6.3M -$43.4K -191 -0.7%
PF
466
Penney Financial
Texas
$6.3M -$68.2K -300 -1%
FNFDCM
467
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.27M -$76.6K -337 -1%
CP
468
Creekside Partners
California
$6.23M -$168K -741 -3%
EA
469
Evolution Advisers
Virginia
$6.23M -$139K -611 -2%
SFG
470
Sovereign Financial Group
Connecticut
$6.23M +$444K +1,953 +8%
BWP
471
Bernardo Wealth Planning
Pennsylvania
$6.19M +$206K +905 +4%
Susquehanna International Group
472
Susquehanna International Group
Pennsylvania
$6.16M +$2.6M +11,429 +79%
SWM
473
Sagace Wealth Management
Florida
$6.14M +$1.24M +5,452 +27%
WCFA
474
Walkner Condon Financial Advisors
Wisconsin
$6.09M +$123K +540 +2%
SEIA
475
Signature Estate & Investment Advisors
California
$6.07M +$383K +1,686 +7%