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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
476
First Manhattan
New York
$3.35M +$266K +1,262 +9%
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$3.34M +$109K +518 +3%
TA
478
Tectonic Advisors
Texas
$3.34M +$152K +722 +5%
OGF
479
Orin Green Financial
California
$3.33M -$401K -1,903 -11%
NEWAS
480
N.E.W. Advisory Services
Wisconsin
$3.33M -$460K -2,185 -12%
LIG
481
Lokken Investment Group
Delaware
$3.31M +$4.84K +23 +0.1%
PCMC
482
Private Capital Management (Colorado)
Colorado
$3.31M +$971K +4,607 +42%
BFA
483
Bragg Financial Advisors
North Carolina
$3.29M -$29.3K -139 -0.9%
FUBT
484
First United Bank & Trust
Maryland
$3.27M +$1.35M +6,389 +72%
LFAS
485
Level Four Advisory Services
Texas
$3.26M -$230K -1,092 -7%
CJA
486
C-J Advisory
California
$3.25M -$81.7K -388 -2%
SIA
487
Strategic Investment Advisors
Michigan
$3.24M +$197K +934 +7%
VR
488
Viridian RIA
Washington
$3.23M -$3.39M -16,099 Closed
BAM
489
Belpointe Asset Management
Nevada
$3.22M +$195K +925 +7%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$3.21M -$8.6M -40,820 -73%
FB
491
First Bancorp
Maine
$3.2M +$3.15M +14,943 New
CA
492
CGN Advisors
Kansas
$3.2M +$140K +663 +5%
LWA
493
LWS Wealth Advisors
New Jersey
$3.19M +$6.11K +29 +0.2%
AI
494
Accredited Investors
Minnesota
$3.17M -$578K -2,742 -16%
CC
495
Courier Capital
New York
$3.17M +$51.8K +246 +2%
TA
496
Trellis Advisors
Washington
$3.17M +$1.39M +6,619 +81%
DWM
497
Dakota Wealth Management
Florida
$3.16M -$83.4K -396 -3%
IP
498
Investment Partners
Ohio
$3.16M
WIA
499
Wealthstreet Investment Advisors
Texas
$3.14M +$375K +1,778 +14%
RBC
500
Roble Belko & Company
Pennsylvania
$3.14M +$211 +1 +0%