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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Elmwood Wealth Management
California
$216K +$220K +1,473 New
ONB
677
Old National Bancorp
Indiana
$215K +$219K +1,465 New
BA
678
Boston Advisors
Massachusetts
$214K
SG
679
StoneX Group
New York
$211K +$8.36K +56 +4%
LWA
680
Lenox Wealth Advisors
New York
$210K
LF
681
Lee Financial
Texas
$210K +$206K +1,381 +3,069%
WIP
682
Wellesley Investment Partners
Massachusetts
$209K -$23.4K -157 -10%
Rockefeller Capital Management
683
Rockefeller Capital Management
New York
$207K +$210K +1,410 New
GEA
684
Glen Eagle Advisors
New Jersey
$206K +$7.46K +50 +4%
LI
685
LVZ Inc
Michigan
$206K -$56.4K -378 -21%
FANJ
686
Financial Architects (New Jersey)
New Jersey
$206K -$45.7K -306 -18%
FNBOMD
687
First National Bank of Mount Dora
Florida
$206K
SAM
688
Silvercrest Asset Management
New York
$204K -$97K -650 -32%
GHA
689
GW Henssler & Associates
Georgia
$204K
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$204K
SWM
691
Segment Wealth Management
Texas
$204K
FPCG
692
Fort Pitt Capital Group
Pennsylvania
$204K +$207K +1,389 New
WA
693
WealthTrust Axiom
Pennsylvania
$203K
AIP
694
Almanack Investment Partners
Pennsylvania
$193K
AF
695
Allworth Financial
California
$191K -$22.2K -149 -10%
CB
696
Community Bank
New York
$191K
BFC
697
Bedel Financial Consulting
Indiana
$189K +$192K +1,287 New
PCM
698
Poehling Capital Management
Wisconsin
$181K
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
NWM
700
Northwest Wealth Management
Iowa
$173K +$176K +1,179 New