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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
476
Bartlett & Co
Ohio
$693K -$909K -5,944 -57%
NGA
477
Naples Global Advisors
Florida
$693K
FWCM
478
Ferguson Wellman Capital Management
Oregon
$688K -$6.12K -40 -0.9%
IWA
479
Inspirion Wealth Advisors
Illinois
$680K -$138K -902 -17%
SWP
480
Strategic Wealth Partners
Ohio
$677K -$546K -3,569 -45%
SFPM
481
Sensible Financial Planning & Management
Massachusetts
$677K
AL
482
Aspiriant LLC
California
$677K +$30.4K +199 +5%
GLA
483
Great Lakes Advisors
Illinois
$675K +$76.5K +500 +13%
Koshinski Asset Management
484
Koshinski Asset Management
Illinois
$674K +$68.7K +449 +12%
BWA
485
Burt Wealth Advisors
Maryland
$673K -$3.67K -24 -0.6%
PIA
486
Pinion Investment Advisors
Kansas
$671K +$193K +1,263 +41%
Deutsche Bank
487
Deutsche Bank
Germany
$670K -$59.8K -391 -8%
LPIC
488
LeJeune Puetz Investment Counsel
Michigan
$662K -$245K -1,600 -27%
FNBT
489
FineMark National Bank & Trust
Florida
$658K
MHS
490
M Holdings Securities
Oregon
$657K +$218K +1,426 +51%
PO
491
Private Ocean
California
$647K +$9.64K +63 +2%
AII
492
AGF Investments Inc
Ontario, Canada
$647K +$190K +1,241 +43%
AA
493
Alesco Advisors
New York
$635K -$36.7K -240 -6%
CPSAC
494
Chas P. Smith & Associates (CPS)
Florida
$631K
CFC
495
Coyle Financial Counsel
Illinois
$624K -$48.6K -318 -7%
EWM
496
Empirical Wealth Management
Washington
$613K +$2.6K +17 +0.4%
AF
497
Affiance Financial
Minnesota
$607K +$58.3K +381 +11%
WS
498
Wedbush Securities
California
$601K -$7.19K -47 -1%
CPO
499
Cerity Partners OCIO
New York
$588K
MCM
500
MAI Capital Management
Ohio
$583K +$573K +3,745 New