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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
776
D.L. Carlson Investment Group
New Hampshire
$395K
CCM
777
Coe Capital Management
Illinois
$393K -$108K -675 -22%
MIG
778
McGuire Investment Group
Rhode Island
$393K +$15.9K +100 +4%
VNA
779
Valley National Advisers
Pennsylvania
$392K -$11.5K -72 -3%
WA
780
Wambolt & Associates
Colorado
$387K -$2.87K -18 -0.8%
IWA
781
Inspirion Wealth Advisors
Illinois
$387K +$159 +1 +0%
RA
782
RFG Advisory
Alabama
$383K +$27.9K +175 +8%
RFN
783
RDA Financial Network
Iowa
$380K -$15.1K -95 -4%
RMC
784
Resources Management Corp
Connecticut
$375K +$2.39K +15 +0.7%
HWA
785
Heritage Wealth Advisors
Virginia
$373K +$345K +2,165 +2,460%
MJRIC
786
Mogy Joel R Investment Counsel
California
$372K
SWMG
787
Signature Wealth Management Group
Georgia
$372K +$57K +358 +19%
SG
788
StoneX Group
New York
$369K +$115K +724 +48%
WCWM
789
Willow Creek Wealth Management
California
$368K
FIM
790
Frontier Investment Management
Texas
$368K +$73.4K +461 +26%
CL
791
CPWM LLC
Washington
$366K +$105K +661 +43%
KTM
792
Keeler Thomas Management
Utah
$366K +$3.35M +21,004 +950%
PCS
793
Personal CFO Solutions
New Jersey
$365K -$51.9K -326 -13%
NDSI
794
Newman Dignan & Sheerar Inc
Rhode Island
$364K +$1.75K +11 +0.5%
SFG
795
SNS Financial Group
Minnesota
$359K -$7.8K -49 -2%
CPO
796
Cerity Partners OCIO
New York
$358K -$478 -3 -0.1%
SAG
797
Spotlight Asset Group
Illinois
$357K +$452K +2,836 New
PCTC
798
Perkins Coie Trust Company
Washington
$355K
GC
799
Gilbert & Cook
Iowa
$354K -$299K -1,874 -47%
NPF
800
Norris Perne & French
Michigan
$354K -$8.76K -55 -3%