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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K
FANJ
552
Financial Architects (New Jersey)
New Jersey
$178K
CB
553
Community Bank
New York
$168K
FFC
554
First Financial Corp
Indiana
$157K
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
$153K +$146K +1,176 New
AII
557
AGF Investments Inc
Ontario, Canada
$148K +$143K +1,149 New
IIC
558
Integrated Investment Consultants
Michigan
$147K
LWA
559
Lenox Wealth Advisors
New York
$141K
SHJ
560
Sharkey, Howes & Javer
Colorado
$138K -$5.96K -48 -4%
MFW
561
Mosaic Family Wealth
Missouri
$134K +$248 +2 +0.2%
DSN
562
D. Scott Neal
Kentucky
$133K +$116K +933 +982%
SEI Investments
563
SEI Investments
Pennsylvania
$124K +$97.9K +789 +456%
PMFA
564
Plante Moran Financial Advisors
Michigan
$121K +$124 +1 +0.1%
BMM
565
Buffington Mohr McNeal
Idaho
$119K
PFSC
566
Peoples Financial Services Corp
Pennsylvania
$113K
RCA
567
Rowland Carmichael Advisors
Arizona
$109K -$23.7K -191 -18%
TIM
568
Tortoise Investment Management
New York
$96K
SQA
569
Simon Quick Advisors
New Jersey
$94K +$90.5K +729 New
BWP
570
Baldwin Wealth Partners
Massachusetts
$91K
TWA
571
TCI Wealth Advisors
Arizona
$86K +$248 +2 +0.3%
AOWM
572
Alpha Omega Wealth Management
Virginia
$85K +$81.9K +660 New
NSB
573
Norway Savings Bank
Maine
$81K +$77.6K +625 New
LNB
574
Ledyard National Bank
$79K
ZB
575
Zions Bancorporation
Utah
$77K