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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$1.02M -$94.1K -626 -7%
BAMG
502
Brand Asset Management Group
Missouri
$1.01M +$438K +2,913 +50%
Prudential Financial
503
Prudential Financial
New Jersey
$1.01M +$576K +3,831 +78%
IFAM
504
Institutional & Family Asset Management
Colorado
$1.01M +$501K +3,335 +62%
RWA
505
Ropes Wealth Advisors
Massachusetts
$1M +$147K +979 +13%
ANTB
506
AMG National Trust Bank
Colorado
$1M +$410K +2,725 +46%
BBHC
507
Brown Brothers Harriman & Co
New York
$990K +$86.7K +577 +7%
RIG
508
Ramiah Investment Group
Wisconsin
$981K -$22.1K -147 -2%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$970K +$1.02M +6,792 +422%
CBFP
510
Cedar Brook Financial Partners
Ohio
$968K +$79K +526 +7%
CTC
511
Central Trust Company
Missouri
$959K -$25.4K -169 -2%
FNT
512
First National Trust
Pennsylvania
$948K -$234K -1,554 -16%
LWMM
513
Legacy Wealth Management (Mississippi)
Mississippi
$947K
KeyBank National Association
514
KeyBank National Association
Ohio
$929K -$33.2K -221 -3%
KA
515
Klingman & Associates
New York
$928K -$235K -1,565 -16%
TAIM
516
TD Ameritrade Investment Management
Nebraska
$919K +$793K +5,279 +197%
5L
517
55I LLC
Massachusetts
$917K +$1.1M +7,292 New
DSA
518
Droms Strauss Advisors
Missouri
$916K -$114K -761 -9%
SAM
519
Sawgrass Asset Management
Florida
$910K
VFA
520
Voya Financial Advisors
Connecticut
$894K -$2.27M -15,118 -66%
ODIJL
521
One Day In July LLC
Vermont
$890K -$1.08M -7,191 -48%
TWA
522
TCI Wealth Advisors
Arizona
$888K +$836K +5,562 +261%
IWM
523
IHT Wealth Management
Illinois
$885K -$120K -798 -9%
OFG
524
Oxford Financial Group
Indiana
$877K +$589K +3,922 +107%
BCP
525
Berkeley Capital Partners
Georgia
$869K +$86.9K +578 +8%