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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
726
Chas P. Smith & Associates (CPS)
Florida
$593K – – –
UBV
727
United Bank (Virginia)
Virginia
$593K – – –
SAM
728
Secure Asset Management
Michigan
$592K +$47K +306 +9%
Renaissance Technologies
729
Renaissance Technologies
New York
$584K -$138K -900 -19%
MCM
730
MAI Capital Management
Ohio
$583K -$17.7K -115 -3%
MCG
731
McCollum Christoferson Group
New York
$581K -$133K -865 -19%
AMCA
732
Arthur M. Cohen & Associates
Illinois
$567K -$89.2K -581 -14%
TA
733
TFG Advisers
Michigan
$558K +$31.2K +203 +6%
BP
734
BBR Partners
New York
$555K +$2.15K +14 +0.4%
TF
735
Tompkins Financial
New York
$549K +$36.3K +236 +7%
LP
736
LGL Partners
Pennsylvania
$538K +$2K +13 +0.4%
BWA
737
Beam Wealth Advisors
Louisiana
$536K -$5.68K -37 -1%
TA
738
Trellis Advisors
Washington
$533K +$254K +1,651 +91%
FBFS
739
First Business Financial Services
Wisconsin
$531K – – –
GJIC
740
Gamble Jones Investment Counsel
California
$530K -$10.1K -66 -2%
DACG
741
Donor Advised Charitable Giving
California
$528K +$1.23K +8 +0.2%
IFG
742
Independent Financial Group
California
$527K +$45.6K +297 +9%
IRAG
743
Investment Research & Advisory Group
Georgia
$522K -$48.8K -318 -9%
NEGWA
744
New England Guild Wealth Advisors
Connecticut
$522K -$461 -3 -0.1%
CIA
745
Capital Investment Advisors
Georgia
$520K -$13.7K -89 -3%
SFG
746
StrategIQ Financial Group
Indiana
$517K -$59.1K -385 -10%
FPTW
747
Franklin, Parlapiano, Turner & Welch
Texas
$514K – – –
ACS
748
Archford Capital Strategies
Illinois
$513K +$6.3K +41 +1%
PWM
749
Perigon Wealth Management
California
$511K +$3.07K +20 +0.6%
OWA
750
Outlook Wealth Advisors
Texas
$502K -$4.45K -29 -0.9%