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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
751
Pallas Capital Advisors
Massachusetts
$1.23M +$145K +651 +14%
FI
752
Financial Insights
Washington
$1.22M -$38.2K -172 -3%
BONH
753
Bank of New Hampshire
New Hampshire
$1.22M
AL
754
ACAS LLC
California
$1.22M +$105K +473 +9%
GIM
755
Goelzer Investment Management
Indiana
$1.22M
OA
756
Oxbow Advisors
Texas
$1.22M +$4K +18 +0.3%
SS
757
Simplicity Solutions
Minnesota
$1.21M +$134K +604 +12%
MFW
758
Mosaic Family Wealth
Missouri
$1.21M +$667 +3 +0.1%
WTB
759
Washington Trust Bank
Washington
$1.2M
SNBOSCI
760
Security National Bank of Sioux City Iowa
Iowa
$1.2M +$179K +804 +17%
BSB
761
Bangor Savings Bank
Maine
$1.19M -$96.9K -436 -7%
PC
762
Permanens Capital
New York
$1.19M -$4K -18 -0.3%
SCA
763
Stillwater Capital Advisors
Pennsylvania
$1.18M -$21.1K -95 -2%
GTAM
764
Global Trust Asset Management
Florida
$1.18M +$1.07M +4,816 +811%
BIP
765
Blueprint Investment Partners
North Carolina
$1.18M +$1.2M +5,407 New
WFA
766
Websterrogers Financial Advisors
South Carolina
$1.18M -$34.5K -155 -3%
CTA
767
Colonial Trust Advisors
South Carolina
$1.18M +$147K +661 +14%
GW
768
GW & Wade
Massachusetts
$1.17M -$1.41M -6,337 -54%
KF
769
Krilogy Financial
Missouri
$1.17M +$89.4K +402 +8%
MSS
770
Mitchell Sinkler & Starr
Pennsylvania
$1.16M +$14.4K +65 +1%
BFIM
771
Beese Fulmer Investment Management
Ohio
$1.14M +$29.8K +134 +3%
LWAC
772
Laurel Wealth Advisors (California)
California
$1.14M -$10.3M -46,291 -90%
FI
773
FIDELIS iM
Oregon
$1.14M +$1.16M +5,200 New
TA
774
TFG Advisers
Michigan
$1.14M +$15.1K +68 +1%
PA
775
Probity Advisors
Texas
$1.13M