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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
726
Biltmore Family Office
North Carolina
$385K +$19.7K +131 +4%
KPWG
727
KFA Private Wealth Group
Virginia
$380K +$495K +3,291 New
GT
728
Greenleaf Trust
Michigan
$380K +$495K +3,293 New
GG
729
Gofen & Glossberg
Illinois
$379K +$3.46K +23 +0.7%
AWM
730
Avior Wealth Management
Nebraska
$378K +$30.4K +202 +7%
AF
731
Affiance Financial
Minnesota
$377K -$6.91K -46 -1%
TFCP
732
Twin Focus Capital Partners
Massachusetts
$377K
SBH
733
Segall Bryant & Hamill
Illinois
$376K +$65.8K +438 +16%
FT
734
Fiduciary Trust
Massachusetts
$375K
SP
735
Symmetry Partners
Connecticut
$375K +$84K +559 +21%
SAG
736
Spotlight Asset Group
Illinois
$369K +$54.6K +363 +13%
AA
737
Advisory Alpha
Michigan
$369K -$1.05K -7 -0.2%
RRC
738
Relaxing Retirement Coach
Massachusetts
$368K
NFG
739
Nadler Financial Group
Illinois
$366K -$43.6K -290 -8%
GLA
740
Good Life Advisors
Pennsylvania
$366K +$163K +1,082 +51%
MA
741
Mutual Advisors
Nebraska
$365K -$335K -2,231 -41%
MIG
742
McGuire Investment Group
Rhode Island
$365K +$119K +792 +33%
Wolverine Trading
743
Wolverine Trading
Illinois
$365K +$470K +3,127 New
ST
744
Sageworth Trust
Pennsylvania
$361K
BS
745
Boenning & Scattergood
Pennsylvania
$360K -$546K -3,636 -54%
TW
746
TrinityPoint Wealth
Connecticut
$358K -$98.6K -656 -17%
MFG
747
Merit Financial Group
Georgia
$357K -$18.2K -121 -4%
CFC
748
Coyle Financial Counsel
Illinois
$356K -$54.1K -360 -10%
BFM
749
Boston Financial Management
Massachusetts
$356K
MPCG
750
Matrix Private Capital Group
New York
$355K -$49.7K -331 -10%