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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
701
Kathleen S. Wright Associates
Pennsylvania
$1.98M +$333K +1,797 +20%
SEI Investments
702
SEI Investments
Pennsylvania
$1.97M -$232K -1,250 -10%
CGPCS
703
Capital Group Private Client Services
California
$1.97M +$1.33M +7,166 +201%
GWM
704
Greenwich Wealth Management
Connecticut
$1.97M -$185 -1 -0%
SAS
705
Sanford Advisory Services
Michigan
$1.96M +$1.98M +10,675 New
D
706
Dentgroup
Louisiana
$1.96M +$227K +1,226 +13%
SFWC
707
Strategic Family Wealth Counselors
New Jersey
$1.96M -$95.8K -517 -5%
RCM
708
Radnor Capital Management
Pennsylvania
$1.96M – – –
SOS
709
Silver Oak Securities
Tennessee
$1.95M -$209K -1,130 -10%
IWM
710
IHT Wealth Management
Illinois
$1.95M -$386K -2,085 -16%
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$1.94M -$148K -801 -7%
LFG
712
Larson Financial Group
Missouri
$1.94M +$189K +1,022 +11%
BCM
713
BTC Capital Management
Iowa
$1.93M – – –
IP
714
Investment Partners
Ohio
$1.92M -$166K -896 -8%
TIM
715
Tortoise Investment Management
New York
$1.91M -$23.5K -127 -1%
VCM
716
Viewpoint Capital Management
Washington
$1.91M +$76.7K +414 +4%
PFS
717
Prospera Financial Services
Texas
$1.89M +$295K +1,594 +18%
OFG
718
Oxford Financial Group
Indiana
$1.88M +$1.01M +5,426 +112%
DP
719
Denver PWM
Colorado
$1.87M +$708K +3,822 +60%
TFM
720
TFC Financial Management
Massachusetts
$1.86M +$21.3K +115 +1%
FNBOO
721
First National Bank of Omaha
Nebraska
$1.85M +$61K +329 +3%
EGWAG
722
Elwood & Goetz Wealth Advisory Group
Georgia
$1.85M -$19.3K -104 -1%
CCFM
723
Clear Creek Financial Management
Washington
$1.84M -$42.4K -229 -2%
LSAG
724
Lake Street Advisors Group
New Hampshire
$1.84M -$885K -4,773 -32%
MFIMFI
725
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.83M – – –