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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
651
Wellesley Investment Partners
Massachusetts
$234K -$1.01K -7 -0.4%
FFC
652
First Financial Corp
Indiana
$233K +$53.2K +368 +30%
CA
653
Clearstead Advisors
Ohio
$228K -$201K -1,393 -47%
PCP
654
Proficio Capital Partners
Massachusetts
$228K
FLA
655
Financial Life Advisors
Texas
$227K +$223K +1,539 New
CPIA
656
Cornell Pochily Investment Advisors
New York
$227K +$223K +1,541 New
F
657
Filament
Washington
$226K -$107K -738 -32%
G
658
GenTrust
Florida
$226K
SS
659
Simplicity Solutions
Minnesota
$226K +$221K +1,531 New
FCIM
660
Fairview Capital Investment Management
California
$225K -$579 -4 -0.3%
SHGA
661
Sand Hill Global Advisors
California
$223K +$219K +1,511 New
NAM
662
NTV Asset Management
West Virginia
$222K
TAM
663
Tocqueville Asset Management
New York
$222K +$217K +1,500 New
GC
664
Grimes & Company
Massachusetts
$220K -$24.6K -170 -10%
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$434 +3 +0.2%
RWMH
666
Riverpoint Wealth Management Holdings
Illinois
$216K +$145 +1 +0.1%
BA
667
Boston Advisors
Massachusetts
$215K +$211K +1,457 New
AF
668
Allworth Financial
California
$214K +$4.34K +30 +2%
Nomura Asset Management
669
Nomura Asset Management
Japan
$213K -$2.42M -16,720 -92%
LWA
670
Lenox Wealth Advisors
New York
$211K +$22.3K +154 +12%
VC
671
Vicus Capital
Pennsylvania
$209K -$2.75K -19 -1%
FWM
672
Focused Wealth Management
New York
$209K +$80.7K +558 +65%
RFS
673
Rockefeller Financial Services
New York
$208K
FNBOMD
674
First National Bank of Mount Dora
Florida
$207K +$203K +1,400 New
KTC
675
Kistler-Tiffany Companies
Pennsylvania
$205K -$8.82K -61 -4%