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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
551
Freestone Capital Holdings
Washington
$2.1M +$29.3K +166 +2%
WAP
552
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$706K +4,002 +59%
CFO
553
Collective Family Office
Pennsylvania
$2.05M +$1.86M +10,532 New
BCM
554
BTC Capital Management
Iowa
$2.04M
LWM
555
Liberty Wealth Management
California
$2.04M +$87K +493 +5%
FWCM
556
Ferguson Wellman Capital Management
Oregon
$2.03M -$66.2K -375 -3%
SCA
557
Snowden Capital Advisors
New York
$2.03M -$24.9K -141 -1%
WFA
558
Wade Financial Advisory
California
$2.02M
EAM
559
Evanson Asset Management
California
$2.02M +$193K +1,095 +12%
HFAS
560
Hummer Financial Advisory Services
Illinois
$2.01M -$300K -1,700 -14%
Cerity Partners
561
Cerity Partners
New York
$2M -$25.4K -144 -1%
FNT
562
First National Trust
Pennsylvania
$2M +$2.82K +16 +0.2%
CTC
563
Central Trust Company
Missouri
$1.98M +$433K +2,456 +32%
PD
564
Planning Directions
Pennsylvania
$1.98M -$38.3K -217 -2%
HPWM
565
Highland Private Wealth Management
Washington
$1.98M -$223K -1,263 -11%
CA
566
Continuum Advisory
Idaho
$1.98M +$2.29K +13 +0.1%
RWA
567
Ropes Wealth Advisors
Massachusetts
$1.97M +$85.6K +485 +5%
MOS
568
MGO One Seven
Ohio
$1.96M +$471K +2,669 +36%
EFS
569
Essex Financial Services
Connecticut
$1.96M +$596K +3,380 +51%
SWM
570
SVA Wealth Management
Wisconsin
$1.94M +$3.53K +20 +0.2%
SW
571
SkyOak Wealth
Michigan
$1.92M -$1.41K -8 -0.1%
VWA
572
V Wealth Advisors
Kansas
$1.91M +$838K +4,748 +94%
MFS
573
McNamara Financial Services
Massachusetts
$1.91M -$12.3K -70 -0.6%
SF
574
Synovus Financial
Georgia
$1.89M +$170K +964 +11%
FHB
575
First Hawaiian Bank
Hawaii
$1.88M +$56.8K +322 +3%