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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
676
Truepoint Inc
Ohio
$1.56M -$109K -492 -6%
TF
677
Tompkins Financial
New York
$1.56M +$1.59M +7,159 New
LFAS
678
Level Four Advisory Services
Texas
$1.56M -$2.12M -9,536 -57%
GWM
679
Greenwich Wealth Management
Connecticut
$1.56M +$42K +189 +3%
NFG
680
Nations Financial Group
Iowa
$1.55M -$72.7K -327 -4%
MWM
681
Meridian Wealth Management
Kentucky
$1.54M +$140K +628 +10%
MCM
682
MAI Capital Management
Ohio
$1.53M +$13.1K +59 +0.8%
CCM
683
Covington Capital Management
California
$1.53M +$14K +63 +0.9%
CCP
684
Clarkston Capital Partners
Michigan
$1.53M +$21.6K +97 +1%
VFP
685
Verus Financial Partners
Virginia
$1.52M -$21.1K -95 -1%
Wealth Enhancement Advisory Services
686
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$20K +90 +1%
PCM
687
Parsons Capital Management
Rhode Island
$1.52M +$19.6K +88 +1%
RFA
688
Radnor Financial Advisors
Pennsylvania
$1.52M +$89.8K +404 +6%
ESB
689
Essex Savings Bank
Connecticut
$1.51M +$236K +1,061 +19%
AMC
690
Asset Management Corp
Illinois
$1.51M -$10.4K -47 -0.7%
FFA
691
Founders Financial Alliance
North Carolina
$1.5M +$21.6K +97 +1%
APSP
692
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.49M -$37.6K -169 -2%
FB
693
Fulton Bank
Pennsylvania
$1.48M +$728K +3,275 +93%
TLFA
694
True Link Financial Advisors
California
$1.48M +$1.18M +5,289 +360%
WP
695
WealthSource Partners
California
$1.47M +$12.9K +58 +0.9%
SWA
696
Sutton Wealth Advisors
Florida
$1.47M +$60K +270 +4%
DAS
697
Dynamic Advisor Solutions
Arizona
$1.46M +$343K +1,542 +30%
SIS
698
SVB Investment Services
Utah
$1.46M +$19.6K +88 +1%
PFS
699
Prospera Financial Services
Texas
$1.45M +$65.8K +296 +5%
AAM
700
Ameraudi Asset Management
New York
$1.45M +$104K +468 +8%