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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
801
Westwood Holdings Group
Texas
$238K +$235K +1,520 New
SEI Investments
802
SEI Investments
Pennsylvania
$237K -$2.38M -15,405 -91%
B
803
Bridgeworth
Alabama
$236K
ACM
804
Allred Capital Management
Texas
$235K -$38.8K -251 -14%
DE
805
Day & Ennis
Georgia
$235K +$618 +4 +0.3%
NF
806
Nikulski Financial
Iowa
$234K -$7.73K -50 -3%
HR
807
Hayden Royal
North Carolina
$234K +$230K +1,487 New
CPIA
808
Cornell Pochily Investment Advisors
New York
$233K +$230K +1,487 New
BMO
809
Beck Mack & Oliver
New York
$232K
LWCFA
810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K
RG
811
Rikoon Group
New Mexico
$230K -$8.19K -53 -3%
RF
812
RHS Financial
California
$228K
BA
813
Boston Advisors
Massachusetts
$227K
LF
814
Lee Financial
Texas
$226K -$3.86K -25 -2%
MMA
815
Miracle Mile Advisors
California
$226K
CCA
816
Conservest Capital Advisors
Pennsylvania
$225K +$155 +1 +0.1%
GPC
817
Glacier Peak Capital
Washington
$224K -$17K -110 -7%
LWM
818
Lyell Wealth Management
California
$222K
SKK
819
Shepherd Kaplan Krochuk
Massachusetts
$222K +$219K +1,420 New
EWM
820
Elmwood Wealth Management
California
$221K
FNBOMD
821
First National Bank of Mount Dora
Florida
$220K
CS
822
Credit Suisse
Switzerland
$219K -$339K -2,196 -61%
WIP
823
Wellesley Investment Partners
Massachusetts
$219K -$8.65K -56 -4%
CF
824
Corrigan Financial
Rhode Island
$218K -$21.3K -138 -9%
SWM
825
Segment Wealth Management
Texas
$218K