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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
601
Neuberger Berman Group
New York
$613K +$325K +2,095 +111%
CG
602
Cutler Group
California
$613K +$619K +3,989 New
SWM
603
SigFig Wealth Management
California
$611K -$27.9K -180 -4%
WSFS
604
Wilmington Savings Fund Society
Delaware
$600K -$10.1K -65 -2%
TW
605
TrinityPoint Wealth
Connecticut
$600K +$10.5K +68 +2%
NEGWA
606
New England Guild Wealth Advisors
Connecticut
$599K +$17.4K +112 +3%
GWM
607
Geneos Wealth Management
Colorado
$597K +$41.2K +266 +7%
AIC
608
Ameritas Investment Company
Nebraska
$596K -$498K -3,213 -46%
Lazard Asset Management
609
Lazard Asset Management
New York
$594K -$3M -19,335 -83%
CPSAC
610
Chas P. Smith & Associates (CPS)
Florida
$593K
MA
611
Montag & Associates
Georgia
$593K +$191K +1,233 +47%
FBFS
612
First Business Financial Services
Wisconsin
$592K
PA
613
PFW Advisors
Georgia
$592K +$387K +2,494 New
DWM
614
Doyle Wealth Management
Florida
$591K +$4.96K +32 +0.8%
HCM
615
Horan Capital Management
Maryland
$589K -$6.2K -40 -1%
IFAM
616
Institutional & Family Asset Management
Colorado
$585K +$240K +1,551 +69%
GP
617
Girard Partners
Pennsylvania
$580K -$29.6K -191 -5%
ESB
618
Essex Savings Bank
Connecticut
$576K -$16.1K -104 -3%
GIA
619
Gladstone Institutional Advisory
Florida
$575K -$826K -5,330 -59%
FWM
620
Frontier Wealth Management
Missouri
$575K +$53.5K +345 +10%
WA
621
WESPAC Advisors
California
$567K -$14.6K -94 -2%
AA
622
Advisory Alpha
Michigan
$565K -$158K -1,022 -22%
SIC
623
Sigma Investment Counselors
Michigan
$564K
UB
624
UMB Bank
Missouri
$556K -$6.82K -44 -1%
AWM
625
Avior Wealth Management
Nebraska
$554K +$89.9K +580 +19%