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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
626
Frontier Wealth Management
Missouri
$531K -$90.3K -584 -15%
AF
627
Affiance Financial
Minnesota
$531K -$58.7K -380 -10%
BFO
628
Biltmore Family Office
North Carolina
$531K
NFG
629
Nadler Financial Group
Illinois
$529K
CIA
630
Capital Investment Advisors
Georgia
$528K -$13K -84 -2%
HS
631
Horan Securities
United States
$526K -$3.16M -20,427 -86%
PCP
632
Proficio Capital Partners
Massachusetts
$526K
FPTW
633
Franklin, Parlapiano, Turner & Welch
Texas
$524K
DACG
634
Donor Advised Charitable Giving
California
$522K +$1.54K +10 +0.3%
SYBT
635
Stock Yards Bank & Trust
Kentucky
$522K +$13.1K +85 +3%
WA1
636
Wimmer Associates 1
California
$521K
TA
637
TFG Advisers
Michigan
$517K +$155 +1 +0%
SFS
638
Strategic Financial Services
New York
$516K
GG
639
Gofen & Glossberg
Illinois
$511K +$8.81K +57 +2%
PV
640
Private Vista
Illinois
$503K -$35.5K -230 -7%
BFM
641
Boston Financial Management
Massachusetts
$503K +$28.1K +182 +6%
CBFP
642
Cedar Brook Financial Partners
Ohio
$502K -$86.8K -562 -15%
RRC
643
Relaxing Retirement Coach
Massachusetts
$499K
IF
644
Ironwood Financial
Arizona
$491K
BWP
645
Bernardo Wealth Planning
Pennsylvania
$488K
TRCT
646
Tower Research Capital (TRC)
New York
$488K +$441K +2,851 +1,068%
Kovitz Investment Group Partners
647
Kovitz Investment Group Partners
Illinois
$487K
WF
648
Welch & Forbes
Massachusetts
$483K -$3.86K -25 -0.8%
PCTC
649
Perkins Coie Trust Company
Washington
$482K -$21.5K -139 -4%
SWP
650
Strategic Wealth Partners
Ohio
$480K -$72.5K -469 -13%