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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
526
Oarsman Capital
Wisconsin
$451K +$5.37K +36 +1%
CMO
527
Covenant Multifamily Offices
Texas
$450K
HTC
528
Haverford Trust Company
Pennsylvania
$450K
GWM
529
Geneos Wealth Management
Colorado
$448K +$10.3K +69 +2%
PPA
530
Parametric Portfolio Associates
Washington
$448K +$199K +1,331 +78%
PIA
531
Pinion Investment Advisors
Kansas
$448K +$455K +3,047 New
PV
532
Private Vista
Illinois
$448K +$455K +3,051 New
BFM
533
Boston Financial Management
Massachusetts
$445K -$4.78K -32 -1%
FWM
534
Frontier Wealth Management
Missouri
$444K +$452K +3,025 New
SWM
535
SeaCrest Wealth Management
New York
$441K +$54.8K +367 +14%
SYBT
536
Stock Yards Bank & Trust
Kentucky
$439K -$50K -335 -10%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$439K -$7.17K -48 -2%
IWM
538
IHT Wealth Management
Illinois
$435K -$92.6K -620 -17%
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$432K +$7.61K +51 +2%
AWM
540
Avior Wealth Management
Nebraska
$429K -$30.5K -204 -7%
AII
541
AGF Investments Inc
Ontario, Canada
$428K -$115K -770 -21%
CFIA
542
Cantor Fitzgerald Investment Advisors
New York
$427K -$27.3K -183 -6%
FPGK
543
Financial Partners Group (Kansas)
Kansas
$426K -$43.9K -294 -9%
LRIA
544
Leonard Rickey Investment Advisors
Washington
$424K +$1.04K +7 +0.2%
SIC
545
Sigma Investment Counselors
Michigan
$423K
SCM
546
Sterling Capital Management
North Carolina
$418K -$12.8K -86 -3%
DWM
547
Doyle Wealth Management
Florida
$418K -$12.5K -84 -3%
WFG
548
Wills Financial Group
Virginia
$415K -$10K -67 -2%
ECM
549
EagleClaw Capital Management
Massachusetts
$415K
SFS
550
Strategic Financial Services
New York
$413K +$27.6K +185 +7%