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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
526
Security National Bank of So Dak
Iowa
$552K
WA1
527
Wimmer Associates 1
California
$551K
BFO
528
Biltmore Family Office
North Carolina
$551K +$38.3K +237 +8%
PAM
529
Peak Asset Management
Colorado
$548K -$7.76K -48 -1%
HTC
530
Haverford Trust Company
Pennsylvania
$547K +$32.5K +201 +6%
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$547K +$48.5K +300 +10%
FPTW
532
Franklin, Parlapiano, Turner & Welch
Texas
$544K
PV
533
Private Vista
Illinois
$544K
S
534
SignatureFD
Georgia
$542K +$120K +744 +29%
FCB
535
First Command Bank
Texas
$540K +$16.8K +104 +3%
FCFS
536
First Command Financial Services
Texas
$540K +$16.8K +104 +3%
ATFA
537
All Terrain Financial Advisors
Minnesota
$539K -$13.9K -86 -3%
Renaissance Technologies
538
Renaissance Technologies
New York
$537K -$1.46M -9,000 -73%
AA
539
Advisory Alpha
Michigan
$535K -$10.5K -65 -4%
AssetMark Inc
540
AssetMark Inc
California
$532K +$24.1K +149 +5%
BW
541
Bison Wealth
Georgia
$530K +$117K +721 +28%
CIA
542
Capital Investment Advisors
Georgia
$529K
VAM
543
Visionary Asset Management
Texas
$526K +$156K +963 +43%
SYBT
544
Stock Yards Bank & Trust
Kentucky
$525K
IF
545
Ironwood Financial
Arizona
$524K +$9.54K +59 +2%
SS
546
Simplicity Solutions
Minnesota
$524K +$231K +1,428 +80%
GG
547
Gofen & Glossberg
Illinois
$521K
RRC
548
Relaxing Retirement Coach
Massachusetts
$519K
Chevy Chase Trust
549
Chevy Chase Trust
Maryland
$518K -$4.85K -30 -0.9%
BFM
550
Boston Financial Management
Massachusetts
$512K +$7.28K +45 +1%