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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBCM
676
Raub Brock Capital Management
California
$465K
GJIC
677
Gamble Jones Investment Counsel
California
$463K -$107K -711 -15%
GWM
678
Geneos Wealth Management
Colorado
$462K +$25.2K +168 +4%
Neuberger Berman Group
679
Neuberger Berman Group
New York
$460K +$301 +2 +0.1%
CPO
680
Cerity Partners OCIO
New York
$460K +$275K +1,828 +85%
TD Asset Management
681
TD Asset Management
Ontario, Canada
$460K +$407K +2,708 New
PWM
682
Perigon Wealth Management
California
$456K +$92K +612 +20%
OWA
683
Outlook Wealth Advisors
Texas
$455K +$5.41K +36 +0.9%
SWM
684
SigFig Wealth Management
California
$454K +$36.7K +244 +7%
VWA
685
V Wealth Advisors
Kansas
$452K -$180K -1,199 -23%
SWPG
686
Strategic Wealth Partners Group
Illinois
$452K -$62.5K -416 -10%
Lazard Asset Management
687
Lazard Asset Management
New York
$450K +$2.25K +15 +0.4%
SFG
688
StrategIQ Financial Group
Indiana
$448K -$43.6K -290 -7%
CPSAC
689
Chas P. Smith & Associates (CPS)
Florida
$445K
UBV
690
United Bank (Virginia)
Virginia
$445K
TPA
691
Trivium Point Advisory
Connecticut
$440K -$690K -4,594 -56%
WA
692
WESPAC Advisors
California
$436K +$13.7K +91 +2%
BBA
693
Braun-Bostich & Associates
Pennsylvania
$432K
AssetMark Inc
694
AssetMark Inc
California
$431K +$166K +1,102 +43%
SMC
695
Smith, Moore & Co
Missouri
$431K +$561K +3,735 New
SQA
696
Simon Quick Advisors
New Jersey
$424K +$470K +3,127 +576%
SWP
697
Summit Wealth Partners
Florida
$424K +$552K +3,671 New
IBOK
698
Independence Bank of Kentucky
Kentucky
$423K +$143K +949 +35%
TAM
699
Tradition Asset Management
Virginia
$419K +$80.2K +534 +17%
MCWS
700
McKinley Carter Wealth Services
West Virginia
$417K +$505K +3,359 +1,312%