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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Segment Wealth Management
Texas
$353K +$1.05K +7 +0.2%
OSNBOA
752
Old Second National Bank of Aurora
Illinois
$352K
GP
753
Girard Partners
Pennsylvania
$350K -$198K -1,319 -30%
AC
754
Abbrea Capital
California
$350K -$184K -1,225 -29%
ATIA
755
American Trust Investment Advisors
New Hampshire
$350K +$11.3K +75 +3%
FA
756
Forefront Analytics
Pennsylvania
$350K -$342K -2,273 -43%
GAM
757
Griffin Asset Management
New York
$347K +$14K +93 +3%
FAAM
758
First Ascent Asset Management
Colorado
$345K -$30.4K -202 -6%
MIA
759
MainStreet Investment Advisors
Illinois
$345K +$199K +1,325 +80%
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$345K +$199K +1,325 +80%
MWP
761
Meridian Wealth Partners
Pennsylvania
$345K +$359K +2,392 +400%
IC
762
IEQ Capital
California
$341K -$101K -673 -19%
NG
763
Northstar Group
New York
$340K -$7.96K -53 -2%
RG
764
Rathbones Group
United Kingdom
$340K
LCM
765
Logan Capital Management
Pennsylvania
$338K
DCM
766
Donaldson Capital Management
Indiana
$337K -$76.5K -509 -15%
Renaissance Technologies
767
Renaissance Technologies
New York
$335K +$436K +2,900 New
KM
768
Kalos Management
Georgia
$334K +$373K +2,484 New
CFA
769
Carroll Financial Associates
North Carolina
$333K
1SB
770
1ST Source Bank
Indiana
$327K
WCWM
771
Willow Creek Wealth Management
California
$325K +$89.1K +593 +27%
AFA
772
Atlanta Financial Associates
Georgia
$325K +$423K +2,813 New
IWP
773
IAG Wealth Partners
Wisconsin
$322K -$102K -679 -20%
LC
774
Lindbrook Capital
California
$321K
IFG
775
Independent Financial Group
California
$320K +$417K +2,775 New