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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
626
D.J. St. Germain
Massachusetts
$538K -$13.7M -92,348 -96%
CIA
627
Capital Investment Advisors
Georgia
$528K +$25.3K +170 +5%
PV
628
Private Vista
Illinois
$526K -$57.1K -384 -10%
ESB
629
Essex Savings Bank
Connecticut
$523K +$438K +2,948 +621%
BFO
630
Biltmore Family Office
North Carolina
$517K
NFG
631
Nadler Financial Group
Illinois
$516K -$283K -1,902 -36%
PCP
632
Proficio Capital Partners
Massachusetts
$513K
FPTW
633
Franklin, Parlapiano, Turner & Welch
Texas
$511K
WA1
634
Wimmer Associates 1
California
$508K -$9.22K -62 -2%
DACG
635
Donor Advised Charitable Giving
California
$508K +$494K +3,323 New
TA
636
TFG Advisers
Michigan
$504K -$2.68K -18 -0.5%
JSL
637
JT Stratford LLC
Georgia
$503K -$140K -941 -22%
CCM
638
Coe Capital Management
Illinois
$503K -$18.6K -125 -4%
SFS
639
Strategic Financial Services
New York
$503K +$65.4K +440 +15%
OIA
640
OneDigital Investment Advisors
Kansas
$501K -$124K -832 -21%
GWM
641
Geneos Wealth Management
Colorado
$498K +$12K +81 +3%
SYBT
642
Stock Yards Bank & Trust
Kentucky
$496K -$5.2K -35 -1%
MFGP
643
Marshall Financial Group (Pennsylvania)
Pennsylvania
$494K -$46.8K -315 -9%
PCTC
644
Perkins Coie Trust Company
Washington
$491K -$49.4K -332 -9%
GG
645
Gofen & Glossberg
Illinois
$489K
RRC
646
Relaxing Retirement Coach
Massachusetts
$488K
Prudential Financial
647
Prudential Financial
New Jersey
$488K +$31.5K +212 +7%
WEC
648
Winslow Evans & Crocker
Massachusetts
$486K +$111K +746 +31%
JPLA
649
Joseph P. Lucia & Associates
New York
$480K +$455K +3,063 New
IF
650
Ironwood Financial
Arizona
$479K -$8.92K -60 -2%