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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
576
Frontier Wealth Management
Missouri
$528K +$143K +984 +33%
CFC
577
Coyle Financial Counsel
Illinois
$525K +$579K +3,975 New
TW
578
TrinityPoint Wealth
Connecticut
$520K +$574K +3,943 New
AF
579
Affiance Financial
Minnesota
$515K
SXL
580
Summit X LLC
Missouri
$515K +$137K +940 +32%
CPSAC
581
Chas P. Smith & Associates (CPS)
Florida
$514K -$52.1K -358 -8%
TF
582
Tompkins Financial
New York
$514K +$182K +1,249 +47%
MCM
583
MAI Capital Management
Ohio
$512K +$7.86K +54 +1%
AP
584
Appleton Partners
Massachusetts
$512K +$256K +1,760 +102%
WT
585
Washington Trust
Rhode Island
$511K
FBFS
586
First Business Financial Services
Wisconsin
$508K +$560K +3,845 New
WS
587
Wedbush Securities
California
$507K -$4.37K -30 -0.8%
PV
588
Private Vista
Illinois
$505K +$70.2K +482 +14%
AC
589
Abbrea Capital
California
$502K +$554K +3,805 New
CAG
590
Crestwood Advisors Group
Massachusetts
$501K -$117K -805 -18%
BBHC
591
Brown Brothers Harriman & Co
New York
$498K +$231K +1,590 +73%
B
592
Bailard
California
$495K +$546K +3,753 New
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
$490K +$541K +3,713 New
CI
594
Conning Inc
Connecticut
$488K
HTC
595
Haverford Trust Company
Pennsylvania
$488K +$48.6K +334 +10%
Thrivent Financial for Lutherans
596
Thrivent Financial for Lutherans
Minnesota
$487K
UBV
597
United Bank (Virginia)
Virginia
$485K
SCM
598
Sterling Capital Management
North Carolina
$479K +$125K +861 +31%
BAM
599
Belpointe Asset Management
Nevada
$477K +$316K +2,171 +150%
ABC
600
Associated Banc-Corp
Wisconsin
$476K +$18.3K +126 +4%