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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
576
First American Trust
California
$206K +$204K +1,544 New
DWM
577
Doyle Wealth Management
Florida
$206K +$205K +1,548 New
SAM
578
Silvercrest Asset Management
New York
$205K +$204K +1,540 New
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$204K -$4.63K -35 -2%
SHJ
580
Sharkey, Howes & Javer
Colorado
$203K +$59.7K +451 +42%
MIAN
581
Mariner Independent Advisor Network
Kansas
$201K +$199K +1,505 New
AWA
582
Arete Wealth Advisors
Illinois
$200K +$199K +1,503 New
PCP
583
Proficio Capital Partners
Massachusetts
$193K +$191K +1,440 New
RFS
584
Rockefeller Financial Services
New York
$188K +$187K +1,410 New
JFGIW
585
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K +$21.8K +165 +14%
AIP
586
Almanack Investment Partners
Pennsylvania
$184K +$182K +1,377 New
CB
587
Community Bank
New York
$173K
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$16.8K +127 +11%
IIC
589
Integrated Investment Consultants
Michigan
$152K
LWA
590
Lenox Wealth Advisors
New York
$146K
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$130K
FANJ
592
Financial Architects (New Jersey)
New Jersey
$123K -$60.5K -457 -33%
WCM
593
Wealthcare Capital Management
Virginia
$122K +$90.6K +685 +294%
CAG
594
Crestwood Advisors Group
Massachusetts
$117K +$115K +869 New
SQA
595
Simon Quick Advisors
New Jersey
$112K +$14.8K +112 +15%
SEI Investments
596
SEI Investments
Pennsylvania
$99K -$29K -219 -23%
TIM
597
Tortoise Investment Management
New York
$99K
FWM
598
Focused Wealth Management
New York
$99K +$33.1K +250 +51%
TWA
599
TCI Wealth Advisors
Arizona
$92K +$3.17K +24 +4%
FFC
600
First Financial Corp
Indiana
$89K -$72.8K -550 -45%