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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Mosaic Advisors
Texas
$2.23M +$230K +1,242 +11%
ZCM
652
Zebra Capital Management
Connecticut
$2.23M +$2.25M +12,130 New
MAM
653
Marquette Asset Management
Minnesota
$2.22M -$595K -3,208 -21%
KTA
654
Keeley-Teton Advisors
Illinois
$2.22M +$1.15M +6,199 +105%
LFAS
655
Level Four Advisory Services
Texas
$2.22M -$259K -1,399 -10%
Vontobel Holding
656
Vontobel Holding
Switzerland
$2.21M -$64.5K -348 -3%
BFG
657
Beacon Financial Group
Texas
$2.2M +$2.22K +12 +0.1%
MIS
658
Morningstar Investment Services
Illinois
$2.2M +$22.6K +122 +1%
MWP
659
MYCIO Wealth Partners
Pennsylvania
$2.2M +$2.16M +11,661 +3,599%
WTB
660
Washington Trust Bank
Washington
$2.19M +$75.1K +405 +4%
GLA
661
Great Lakes Advisors
Illinois
$2.19M +$197K +1,064 +10%
SYBT
662
Stock Yards Bank & Trust
Kentucky
$2.19M +$86K +464 +4%
HTC
663
Haverford Trust Company
Pennsylvania
$2.18M -$4.08K -22 -0.2%
OWA
664
Octavia Wealth Advisors
Ohio
$2.18M +$23.9K +129 +1%
NWM
665
NEIRG Wealth Management
Massachusetts
$2.18M -$345K -1,862 -14%
VCM
666
Vivaldi Capital Management
Illinois
$2.18M +$58.2K +314 +3%
PFG
667
Pinnacle Financial Group
Illinois
$2.17M +$103K +555 +5%
CP
668
Camelot Portfolios
Ohio
$2.17M -$623K -3,359 -22%
SC
669
Stephens Consulting
Michigan
$2.16M -$183K -987 -8%
R
670
Rebalance
California
$2.16M +$2.18M +11,754 New
MAM
671
McLean Asset Management
Virginia
$2.15M +$475K +2,563 +28%
IBOK
672
Independence Bank of Kentucky
Kentucky
$2.14M -$117K -631 -5%
JPLA
673
Joseph P. Lucia & Associates
New York
$2.14M +$108K +581 +5%
HWA
674
Hilltop Wealth Advisors
North Carolina
$2.14M -$31K -167 -1%
SWM
675
Soundmark Wealth Management
Washington
$2.13M +$1.08M +5,810 +100%