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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$3.78M -$135K -717 -4%
NFG
502
Nadler Financial Group
Illinois
$3.78M -$23.6K -125 -0.7%
CSPIA
503
Cary Street Partners Investment Advisory
Virginia
$3.77M +$65.8K +348 +2%
CFO
504
Colony Family Offices
North Carolina
$3.76M +$142K +754 +4%
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$3.76M +$167K +886 +5%
NOI
506
Newton One Investments
Delaware
$3.75M +$45.9K +243 +1%
JE
507
JMAC Enterprises
Pennsylvania
$3.75M -$868K -4,591 -20%
LWA
508
LWS Wealth Advisors
New Jersey
$3.72M +$165K +874 +5%
AMBIA
509
Allen Mooney & Barnes Investment Advisors
Georgia
$3.71M +$17.6K +93 +0.5%
FB
510
First Bancorp
Maine
$3.7M +$97.1K +514 +3%
JWCA
511
J.W. Cole Advisors
Florida
$3.69M +$349K +1,848 +11%
GG
512
Gleason Group
Kentucky
$3.69M +$13.6K +72 +0.4%
MWM
513
MY Wealth Management
Maryland
$3.67M +$238K +1,258 +7%
COI
514
Connable Office Inc
Michigan
$3.67M +$62.7K +332 +2%
PFG
515
PAX Financial Group
Texas
$3.66M -$252K -1,331 -7%
RFA
516
RTD Financial Advisors
Pennsylvania
$3.65M +$18.5K +98 +0.5%
CPRC
517
Consolidated Portfolio Review Corp
New York
$3.65M -$33.3K -176 -1%
PCIA
518
Prime Capital Investment Advisors
Kansas
$3.65M +$2.64M +13,956 +318%
WIM
519
Waycross Investment Management
Washington
$3.64M -$326K -1,723 -9%
PIA
520
Pinion Investment Advisors
Kansas
$3.63M +$1.05M +5,562 +44%
BF
521
BOK Financial
Oklahoma
$3.63M +$125K +663 +4%
JFG
522
JMG Financial Group
Illinois
$3.62M +$59.1K +313 +2%
SWM
523
SigFig Wealth Management
California
$3.6M -$122K -648 -3%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59M +$72.6K +384 +2%
OL
525
Optas LLC
Texas
$3.58M -$4.83M -25,570 -59%