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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAMC
751
Asset Allocation & Management Company
Illinois
$924K -$9.7M -54,970 -92%
SG
752
Somerset Group
Minnesota
$916K +$6K +34 +0.7%
Neuberger Berman Group
753
Neuberger Berman Group
New York
$916K +$21K +119 +3%
FA
754
Forefront Analytics
Pennsylvania
$915K +$3.88K +22 +0.5%
HAS
755
HBW Advisory Services
California
$915K +$21.9K +124 +3%
WEC
756
Winslow Evans & Crocker
Massachusetts
$910K +$567K +3,214 +220%
CIC
757
Carnegie Investment Counsel
Ohio
$902K -$115K -653 -12%
RA
758
Rodgers & Associates
Pennsylvania
$901K +$817K +4,630 New
CIAS
759
Capital Investment Advisory Services
North Carolina
$899K +$97.6K +553 +14%
JFA
760
Johanson Financial Advisors
California
$898K +$22.1K +125 +3%
TA
761
TrueWealth Advisors
Alabama
$897K +$776K +4,401 New
G
762
Gainplan
Michigan
$896K +$79.9K +453 +11%
DWM
763
Defined Wealth Management
Oregon
$896K +$812K +4,602 New
OFG
764
Oxford Financial Group
Indiana
$885K -$81.3K -461 -9%
DSA
765
Droms Strauss Advisors
Missouri
$885K -$15.9K -90 -2%
CFD
766
Creative Financial Designs
Indiana
$884K +$321K +1,819 +67%
Chevy Chase Trust
767
Chevy Chase Trust
Maryland
$870K -$443K -2,512 -36%
TP
768
Tranquility Partners
Tennessee
$868K +$327K +1,851 +71%
SDWMA
769
Schneider Downs Wealth Management Advisors
Pennsylvania
$863K
XF
770
XML Financial
Maryland
$858K +$26.1K +148 +3%
AFA
771
Atlanta Financial Associates
Georgia
$856K -$23.3K -132 -3%
PIA
772
Pinion Investment Advisors
Kansas
$854K +$202K +1,145 +35%
TCA
773
Transcend Capital Advisors
New Jersey
$853K +$34.8K +197 +5%
NGA
774
Naples Global Advisors
Florida
$847K +$7.94K +45 +1%
DI
775
DFPG Investments
Utah
$844K -$48.3K -274 -6%