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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
701
LVZ Inc
Michigan
$218K
DWM
702
Dynasty Wealth Management
Florida
$218K +$214K +1,399 New
FPCG
703
Fort Pitt Capital Group
Pennsylvania
$216K
GHA
704
GW Henssler & Associates
Georgia
$216K
KTC
705
Kistler-Tiffany Companies
Pennsylvania
$216K
SWM
706
Segment Wealth Management
Texas
$216K
SAM
707
Silvercrest Asset Management
New York
$216K
WA
708
WealthTrust Axiom
Pennsylvania
$215K
MFBTD
709
MB Financial Bank - Trust Department
Illinois
$214K -$57.4K -375 -21%
CAM
710
Crestone Asset Management
Colorado
$212K -$206K -1,348 -50%
Barclays
711
Barclays
United Kingdom
$207K +$198K +1,291 +3,149%
PWLP
712
Prio Wealth Limited Partnership
Massachusetts
$207K +$204K +1,333 New
BCM
713
Bienville Capital Management
New York
$206K +$203K +1,325 New
FT
714
Fiduciary Trust
Massachusetts
$201K +$197K +1,288 New
CB
715
Community Bank
New York
$199K -$3.83K -25 -2%
BCA
716
Bay Colony Advisors
Massachusetts
$199K +$195K +1,277 New
IFAM
717
Institutional & Family Asset Management
Colorado
$195K +$43.9K +287 +30%
PCM
718
Poehling Capital Management
Wisconsin
$191K
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K
TIM
720
Tortoise Investment Management
New York
$188K +$38.6K +252 +26%
FFC
721
First Financial Corp
Indiana
$184K -$77.3K -505 -30%
BFC
722
Bedel Financial Consulting
Indiana
$183K -$17.3K -113 -9%
B
723
Bridgeworth
Alabama
$168K -$63.8K -417 -28%
SHJ
724
Sharkey, Howes & Javer
Colorado
$166K +$1.84K +12 +1%
PFSC
725
Peoples Financial Services Corp
Pennsylvania
$163K +$11.5K +75 +8%