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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Cobblestone Capital Advisors
New York
$964K +$124K +800 +15%
DI
502
DFPG Investments
Utah
$961K -$96.4K -622 -9%
GBT
503
Grove Bank & Trust
Florida
$959K -$1.71K -11 -0.2%
FNBT
504
FineMark National Bank & Trust
Florida
$952K +$174K +1,120 +22%
AA
505
Alesco Advisors
New York
$946K
MA
506
Mutual Advisors
Nebraska
$943K +$1.86K +12 +0.2%
WMG
507
WESCAP Management Group
California
$942K -$45.9K -296 -5%
RWA
508
Redhawk Wealth Advisors
Minnesota
$939K -$78.6K -507 -8%
MFGP
509
Marshall Financial Group (Pennsylvania)
Pennsylvania
$926K +$350K +2,257 +60%
Prudential Financial
510
Prudential Financial
New Jersey
$925K +$171K +1,104 +22%
KTA
511
Keeley-Teton Advisors
Illinois
$923K +$930K +6,000 New
ANTB
512
AMG National Trust Bank
Colorado
$916K -$11.5K -74 -1%
TI
513
Truepoint Inc
Ohio
$914K +$465 +3 +0.1%
MA
514
MONECO Advisors
Connecticut
$913K +$11K +71 +1%
IC
515
Intersect Capital
California
$908K +$576K +3,716 +170%
NFG
516
NewFocus Financial Group
Washington
$906K +$24.8K +160 +3%
W
517
WealthStone
Ohio
$903K +$909K +5,865 New
NWM
518
Northwest Wealth Management
Iowa
$897K
OIA
519
Optimum Investment Advisors
Illinois
$893K +$6.98K +45 +0.8%
MCM
520
MAI Capital Management
Ohio
$893K +$215K +1,384 +31%
LPT
521
Legacy Private Trust
Wisconsin
$892K -$212K -1,369 -19%
BAMG
522
Brand Asset Management Group
Missouri
$892K -$23.7K -153 -3%
CCP
523
Clarkston Capital Partners
Michigan
$892K +$7.29K +47 +0.8%
GC
524
Gibson Capital
Pennsylvania
$887K -$9.92K -64 -1%
PSF
525
Pacific Sun Financial
California
$887K +$27K +174 +3%