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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
651
Apella Capital
Connecticut
$1.77M -$88.5K -420 -5%
JWM
652
Jackson Wealth Management
Florida
$1.75M +$1.72M +8,184 New
PTC
653
Private Trust Company
Ohio
$1.74M +$106K +502 +7%
Luther King Capital Management (LKCM)
654
Luther King Capital Management (LKCM)
Texas
$1.73M – – –
HSA
655
HBK Sorce Advisory
Pennsylvania
$1.73M +$105K +499 +7%
BWP
656
BSW Wealth Partners
Colorado
$1.72M -$1.35M -6,419 -44%
SAM
657
Sawgrass Asset Management
Florida
$1.69M – – –
MI
658
Moneywise Inc
Virginia
$1.69M -$1.48K -7 -0.1%
HCC
659
Hirtle Callaghan & Co
Pennsylvania
$1.68M -$26.1K -124 -2%
FT
660
Fiduciary Trust
Massachusetts
$1.68M -$812K -3,855 -33%
ATC
661
Argent Trust Co
Tennessee
$1.65M -$90.4K -429 -5%
KA
662
Klingman & Associates
New York
$1.65M -$35.8K -170 -2%
VC
663
Veery Capital
Delaware
$1.65M +$182K +862 +13%
RWMH
664
Riverpoint Wealth Management Holdings
Illinois
$1.65M -$7.37K -35 -0.5%
PG
665
Prostatis Group
Maryland
$1.64M -$2.31M -10,966 -59%
ODIJL
666
One Day In July LLC
Vermont
$1.64M -$88.7K -421 -5%
1WM
667
1900 Wealth Management
Texas
$1.64M -$162K -769 -9%
FPCP
668
Fort Point Capital Partners
California
$1.63M -$141K -671 -8%
SMC
669
Smith, Moore & Co
Missouri
$1.62M -$421 -2 -0%
VBFP
670
Valtinson Bruner Financial Planning
Minnesota
$1.62M +$92.9K +441 +6%
GWMIA
671
Global Wealth Management Investment Advisory
Florida
$1.61M -$285K -1,353 -15%
GL
672
Graypoint LLC
New York
$1.61M +$1.08M +5,121 +212%
HNB
673
Huntington National Bank
Ohio
$1.61M – – –
IWM
674
IHT Wealth Management
Illinois
$1.6M +$171K +812 +12%
FDCDDQ
675
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.6M -$75.6K -359 -5%