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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
776
Investment Research & Advisory Group
Georgia
$2.85M -$279K -1,133 -9%
Fiera Capital (Canada)
777
Fiera Capital (Canada)
Quebec, Canada
$2.84M – – –
CFS
778
Coordinated Financial Services
Colorado
$2.84M +$2.9M +11,801 New
TIM
779
Tortoise Investment Management
New York
$2.83M +$11.3K +46 +0.4%
KFA
780
Kelleher Financial Advisors
New York
$2.83M +$307K +1,246 +12%
AHC
781
Anderson Hoagland & Co
Missouri
$2.82M -$654K -2,656 -19%
BC
782
Barrett & Company
Rhode Island
$2.8M -$45K -183 -2%
SMC
783
Smith, Moore & Co
Missouri
$2.8M -$127K -518 -4%
NEPWA
784
New England Private Wealth Advisors
Massachusetts
$2.8M +$604K +2,455 +27%
NEWAS
785
N.E.W. Advisory Services
Wisconsin
$2.79M +$106K +429 +4%
CI
786
Cordant Inc
Oregon
$2.77M -$16.7K -68 -0.6%
OGF
787
Orin Green Financial
California
$2.76M -$2.92M -11,849 Closed
PA
788
Procyon Advisors
Connecticut
$2.75M +$72.6K +295 +3%
G
789
Gainplan
Michigan
$2.74M -$13.3K -54 -0.5%
MGWA
790
Monument Group Wealth Advisors
Massachusetts
$2.74M -$79.7K -324 -3%
DF
791
Dunhill Financial
United Kingdom
$2.74M -$5.17M -21,023 -65%
SW
792
SkyOak Wealth
Michigan
$2.73M +$33.7K +137 +1%
CWM
793
Cranbrook Wealth Management
Michigan
$2.72M +$53.9K +219 +2%
FCM
794
Family Capital Management
Michigan
$2.7M +$197K +799 +8%
DWT
795
Dorsey & Whitney Trust
South Dakota
$2.68M -$64.2K -261 -2%
SSI
796
Scott & Selber Inc
Texas
$2.68M +$2.74M +11,148 New
WFA
797
Wells Financial Advisors
Massachusetts
$2.68M -$342K -1,391 -11%
TFM
798
TFC Financial Management
Massachusetts
$2.67M -$32.2K -131 -1%
HFAS
799
Hummer Financial Advisory Services
Illinois
$2.65M – – –
MMRF
800
Michelson Medical Research Foundation
California
$2.65M -$1.94M -7,900 -42%