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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
651
BTC Capital Management
Iowa
$2.37M – – –
JPLA
652
Joseph P. Lucia & Associates
New York
$2.37M +$425K +1,871 +22%
OFS
653
Orrstown Financial Services
Pennsylvania
$2.37M +$2.12M +9,348 +699%
EGWAG
654
Elwood & Goetz Wealth Advisory Group
Georgia
$2.37M +$9.77K +43 +0.4%
WB
655
West Bancorporation
Iowa
$2.35M +$2.36M +10,390 New
RWP
656
Revolve Wealth Partners
New Jersey
$2.34M +$2.36M +10,366 New
LSAG
657
Lake Street Advisors Group
New Hampshire
$2.34M +$2.35M +10,351 New
NEPWA
658
New England Private Wealth Advisors
Massachusetts
$2.34M +$11.4K +50 +0.5%
RCM
659
Radnor Capital Management
Pennsylvania
$2.33M +$2.34M +10,296 New
HPWM
660
Highland Private Wealth Management
Washington
$2.31M -$112K -493 -5%
MCA
661
Maryland Capital Advisors
Maryland
$2.3M +$2.31M +10,180 New
CSWM
662
Cassady Schiller Wealth Management
Ohio
$2.3M +$2.31M +10,168 New
WIA
663
World Investment Advisors
California
$2.28M +$958K +4,218 +64%
FA
664
FDx Advisors
Illinois
$2.28M +$39.3K +173 +2%
BS
665
Boenning & Scattergood
Pennsylvania
$2.28M +$240K +1,055 +12%
LWM
666
Liberty Wealth Management
California
$2.28M -$2.32M -10,198 Closed
GLA
667
Great Lakes Advisors
Illinois
$2.27M +$162K +712 +8%
MFIMFI
668
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.26M – – –
IWM
669
IHT Wealth Management
Illinois
$2.25M -$1.59K -7 -0.1%
BJL
670
Brighton Jones LLC
Washington
$2.25M -$72.9K -321 -3%
MA
671
MONECO Advisors
Connecticut
$2.24M +$98.2K +432 +4%
RI
672
Ridgewood Investments
New Jersey
$2.23M +$56.8K +250 +3%
TFO
673
Tarbox Family Office
California
$2.23M +$92K +405 +4%
CF
674
Centaurus Financial
California
$2.23M +$330K +1,451 +17%
EBWM
675
Eagle Bluffs Wealth Management
Missouri
$2.23M +$2.24M +9,879 New