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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
676
Osborne Partners Capital Management
California
$333K -$26.2K -180 -7%
CPO
677
Cerity Partners OCIO
New York
$326K -$190K -1,306 -35%
VNA
678
Valley National Advisers
Pennsylvania
$323K +$728 +5 +0.2%
WEC
679
Winslow Evans & Crocker
Massachusetts
$322K -$16.6K -114 -4%
SHGA
680
Sand Hill Global Advisors
California
$321K +$354K +2,433 New
WP
681
WealthShield Partners
North Carolina
$318K +$96.4K +662 +38%
Franklin Resources
682
Franklin Resources
California
$317K +$66.8K +459 +24%
ATIA
683
American Trust Investment Advisors
New Hampshire
$313K +$8.01K +55 +2%
PFS
684
Prospera Financial Services
Texas
$313K +$13.1K +90 +4%
AssetMark Inc
685
AssetMark Inc
California
$309K -$132K -910 -28%
FCA
686
FinTrust Capital Advisors
South Carolina
$309K +$340K +2,338 New
SG Americas Securities
687
SG Americas Securities
New York
$308K -$1.35M -9,249 -80%
AA
688
Ancora Advisors
Ohio
$308K -$54.6K -375 -14%
SP
689
Symmetry Partners
Connecticut
$308K +$1.31K +9 +0.4%
SFM
690
Signature Financial Management
Virginia
$307K +$2.91K +20 +0.9%
ICM
691
IMS Capital Management
Oregon
$307K +$324K +2,224 +2,224%
CCA
692
Conservest Capital Advisors
Pennsylvania
$307K +$338K +2,323 New
WPC
693
Waters Parkerson & Co
Louisiana
$305K
PWM
694
Perigon Wealth Management
California
$304K -$42.1K -289 -12%
RBC
695
Roble Belko & Company
Pennsylvania
$303K +$304K +2,091 +1,025%
AIM
696
Aspen Investment Management
Michigan
$303K +$334K +2,293 New
Lazard Asset Management
697
Lazard Asset Management
New York
$303K +$335K +2,300 New
BC
698
Burney Company
Virginia
$300K +$19.7K +135 +6%
HR
699
Howe & Rusling
New York
$299K -$459K -3,154 -58%
KL
700
KWMG LLC
Kansas
$298K +$202K +1,387 +159%