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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
501
Centaurus Financial
California
$1.21M -$135K -850 -10%
PTC
502
Private Trust Company
Ohio
$1.21M +$16.2K +102 +1%
EAM
503
Evanson Asset Management
California
$1.19M +$3.82K +24 +0.3%
RW
504
REDW Wealth
New Mexico
$1.18M -$184K -1,156 -14%
VIM
505
Vista Investment Management
Pennsylvania
$1.18M -$637 -4 -0.1%
WCM
506
Windham Capital Management
Massachusetts
$1.18M
FMWA
507
Forvis Mazars Wealth Advisors
Missouri
$1.18M -$78.5K -493 -6%
WTB
508
Washington Trust Bank
Washington
$1.17M -$9.4K -59 -0.8%
PCMC
509
Private Capital Management (Colorado)
Colorado
$1.16M
LWM
510
Liberty Wealth Management
California
$1.16M +$82.5K +518 +8%
BCP
511
Berkeley Capital Partners
Georgia
$1.15M -$52.7K -331 -5%
BSB
512
Bangor Savings Bank
Maine
$1.15M +$37.3K +234 +4%
AIP
513
Ameritas Investment Partners
Nebraska
$1.14M +$84.9K +533 +8%
BS
514
Boenning & Scattergood
Pennsylvania
$1.12M -$39.2K -246 -4%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$1.11M
QCM
516
Quadrant Capital Management
New Jersey
$1.11M
OIA
517
Optimum Investment Advisors
Illinois
$1.1M +$134K +842 +15%
FUBT
518
First United Bank & Trust
Maryland
$1.1M +$27.9K +175 +3%
AF
519
Advisornet Financial
Minnesota
$1.09M -$72.6K -456 -6%
PCM
520
Parsons Capital Management
Rhode Island
$1.08M +$15.9K +100 +2%
CCM
521
Covington Capital Management
California
$1.07M
FNBT
522
FineMark National Bank & Trust
Florida
$1.07M +$46.8K +294 +5%
KFGK
523
Keystone Financial Group (Kentucky)
Kentucky
$1.07M -$267K -1,674 -21%
SRSA
524
S.R. Schill & Associates
Washington
$1.06M -$13.9K -87 -1%
GBT
525
Grove Bank & Trust
Florida
$1.06M +$27.2K +171 +3%