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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
526
Franklin Resources
California
$3.02M -$18.2K -82 -0.6%
CI
527
Conning Inc
Connecticut
$3.02M
FPS
528
Fieldpoint Private Securities
Connecticut
$3M -$13.3K -60 -0.4%
RIA
529
Regal Investment Advisors
Michigan
$3M +$2.95M +13,305 New
VR
530
Viridian RIA
Washington
$2.98M
BWM
531
Brickley Wealth Management
California
$2.98M -$62.5K -282 -2%
CCFM
532
Clear Creek Financial Management
Washington
$2.95M +$2.91M +13,110 New
SLT
533
St Louis Trust
Missouri
$2.93M -$3.77K -17 -0.1%
KPWG
534
KFA Private Wealth Group
Virginia
$2.88M +$59.6K +269 +2%
CWM
535
Cornerstone Wealth Management
Missouri
$2.84M +$90.9K +410 +3%
EDRH
536
Edmond de Rothschild Holding
Switzerland
$2.82M
SCM
537
SOL Capital Management
Maryland
$2.81M +$52.5K +237 +2%
KeyBank National Association
538
KeyBank National Association
Ohio
$2.79M
NEWAS
539
N.E.W. Advisory Services
Wisconsin
$2.77M -$667K -3,011 -20%
DWT
540
Dorsey & Whitney Trust
South Dakota
$2.76M +$258K +1,163 +10%
CA
541
Continuum Advisory
Idaho
$2.76M +$324K +1,462 +14%
VCM
542
Vivaldi Capital Management
Illinois
$2.76M -$131K -591 -5%
BSSFA
543
Baron Silver Stevens Financial Advisors
Florida
$2.75M +$2.71M +12,216 New
HTC
544
Haverford Trust Company
Pennsylvania
$2.74M +$278K +1,254 +11%
GL
545
Graypoint LLC
New York
$2.74M +$1.02M +4,621 +61%
PBF
546
Petix & Botte Financial
California
$2.74M -$108K -486 -4%
Fiera Capital (Canada)
547
Fiera Capital (Canada)
Quebec, Canada
$2.73M -$642K -2,895 -19%
NW
548
NewEdge Wealth
Pennsylvania
$2.73M -$381K -1,720 -12%
SF
549
Synovus Financial
Georgia
$2.72M +$815K +3,678 +44%
HFAS
550
Hummer Financial Advisory Services
Illinois
$2.71M