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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
476
Carmichael Hill & Associates
Maryland
$1.77M +$51.1K +333 +3%
HPWM
477
Highland Private Wealth Management
Washington
$1.75M -$109K -711 -6%
HTC
478
Haverford Trust Company
Pennsylvania
$1.75M +$71.6K +466 +4%
GVAG
479
Great Valley Advisor Group
Delaware
$1.74M -$27.5K -179 -2%
LCM
480
Lucas Capital Management
New Jersey
$1.71M +$11.5K +75 +0.7%
Franklin Resources
481
Franklin Resources
California
$1.7M +$621K +4,040 +58%
CWM
482
Calamos Wealth Management
Illinois
$1.69M – – –
KPWG
483
KFA Private Wealth Group
Virginia
$1.66M +$669K +4,358 +68%
FWCM
484
Ferguson Wellman Capital Management
Oregon
$1.66M +$274K +1,786 +20%
FCH
485
Freestone Capital Holdings
Washington
$1.64M -$36.1K -235 -2%
AL
486
Aspiriant LLC
California
$1.63M +$100K +653 +7%
SCM
487
SOL Capital Management
Maryland
$1.63M +$76.8K +500 +5%
SCA
488
Snowden Capital Advisors
New York
$1.62M +$154 +1 +0%
BCM
489
BTC Capital Management
Iowa
$1.61M – – –
Cerity Partners
490
Cerity Partners
New York
$1.61M -$178K -1,161 -10%
SFA
491
Stewardship Financial Advisors
Georgia
$1.6M +$172K +1,120 +12%
PD
492
Planning Directions
Pennsylvania
$1.6M -$39.5K -257 -2%
BAMG
493
Brand Asset Management Group
Missouri
$1.6M -$16.6K -108 -1%
CAMG
494
CWA Asset Management Group
Florida
$1.6M +$1.59M +10,374 New
WFA
495
Wade Financial Advisory
California
$1.59M +$32.9K +214 +2%
PS
496
Portfolio Solutions
Michigan
$1.59M +$61.6K +401 +4%
APSP
497
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.59M -$116K -758 -7%
CA
498
Continuum Advisory
Idaho
$1.58M -$1.23K -8 -0.1%
FNT
499
First National Trust
Pennsylvania
$1.58M -$8.91K -58 -0.6%
CWC
500
Carolinas Wealth Consulting
North Carolina
$1.57M -$477K -3,108 -23%