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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
551
Welch & Forbes
Massachusetts
$510K -$4.04K -25 -0.8%
Kovitz Investment Group Partners
552
Kovitz Investment Group Partners
Illinois
$507K
LCM
553
Logan Capital Management
Pennsylvania
$504K
FPCP
554
Fort Point Capital Partners
California
$498K -$46.1K -285 -9%
CMO
555
Covenant Multifamily Offices
Texas
$498K
DWM
556
Doyle Wealth Management
Florida
$496K +$6.47K +40 +1%
HK
557
Horizon Kinetics
New York
$496K +$67.5K +417 +16%
FWM
558
Frontier Wealth Management
Missouri
$491K -$1.78K -11 -0.4%
FTS
559
Fifth Third Securities
Ohio
$491K +$489K +3,020 New
BNP Paribas Financial Markets
560
BNP Paribas Financial Markets
France
$491K -$1.34M -8,277 -73%
Thrivent Financial for Lutherans
561
Thrivent Financial for Lutherans
Minnesota
$487K +$39.5K +244 +9%
SXL
562
Summit X LLC
Missouri
$482K -$4.85K -30 -1%
SWM
563
SeaCrest Wealth Management
New York
$478K +$2.75K +17 +0.6%
Cerity Partners
564
Cerity Partners
New York
$477K +$111K +687 +31%
FPGK
565
Financial Partners Group (Kansas)
Kansas
$472K
AMG
566
Asset Management Group
Connecticut
$468K +$466K +2,881 New
FA
567
FDx Advisors
Illinois
$464K -$2.54M -15,714 -85%
LRIA
568
Leonard Rickey Investment Advisors
Washington
$463K +$1.46K +9 +0.3%
AF
569
Alerus Financial
North Dakota
$461K
1SB
570
1ST Source Bank
Indiana
$458K
ECM
571
EagleClaw Capital Management
Massachusetts
$458K
SFS
572
Strategic Financial Services
New York
$457K
SBH
573
Segall Bryant & Hamill
Illinois
$453K -$98.7K -610 -18%
CAPTRUST Financial Advisors
574
CAPTRUST Financial Advisors
North Carolina
$453K +$44.2K +273 +11%
GAM
575
Griffin Asset Management
New York
$452K +$30.4K +188 +7%