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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Clearstead Advisors
Ohio
$415K +$400K +2,938 New
FWM
477
Frontier Wealth Management
Missouri
$414K +$50.7K +372 +15%
GAM
478
Griffin Asset Management
New York
$414K +$399K +2,929 New
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$409K
WPC
480
Waters Parkerson & Co
Louisiana
$408K -$76.4K -561 -16%
SIC
481
Sigma Investment Counselors
Michigan
$407K
AWM
482
AE Wealth Management
Kansas
$404K -$77.8K -571 -17%
HK
483
Horizon Kinetics
New York
$401K -$89.1K -654 -19%
ATIA
484
American Trust Investment Advisors
New Hampshire
$401K -$37.2K -273 -9%
HTC
485
Haverford Trust Company
Pennsylvania
$401K
ECM
486
EagleClaw Capital Management
Massachusetts
$398K +$68.1K +500 +22%
WEC
487
Winslow Evans & Crocker
Massachusetts
$394K -$413K -3,034 -52%
Thrivent Financial for Lutherans
488
Thrivent Financial for Lutherans
Minnesota
$387K +$86.9K +638 +30%
RVPG
489
Relative Value Partners Group
$386K +$1.23K +9 +0.3%
IF
490
Ironwood Financial
Arizona
$384K
OFG
491
Oxford Financial Group
Indiana
$374K
UBWV
492
United Bank (West Virginia)
West Virginia
$374K
SBIA
493
Sheaff Brock Investment Advisors
Indiana
$372K
SFS
494
Strategic Financial Services
New York
$371K +$44.3K +325 +14%
BWM
495
BerganKDV Wealth Management
Minnesota
$371K +$50.1K +368 +16%
FWP
496
FAS Wealth Partners
Kansas
$369K
WSFS
497
Wilmington Savings Fund Society
Delaware
$366K +$114K +838 +48%
NG
498
Northstar Group
New York
$366K +$353K +2,588 New
PWW
499
Pettyjohn Wood & White
Virginia
$364K +$409 +3 +0.1%
IWM
500
IHT Wealth Management
Illinois
$360K +$15.8K +116 +5%