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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
851
Pinnacle Bancorp
Nebraska
$130K +$29.7K +200 +31%
IWA
852
Intercontinental Wealth Advisors
Texas
$124K
GWS
853
Glassman Wealth Services
Virginia
$123K
TCOV
854
Trust Company of Vermont
Vermont
$120K +$14.4K +97 +14%
WCM
855
Wealthcare Capital Management
Virginia
$117K
NFG
856
Next Financial Group
Texas
$116K -$2.12M -14,230 -95%
NFH
857
NEXT Financial Holdings
Texas
$116K +$113K +760 New
CIAS
858
Capital Investment Advisory Services
North Carolina
$114K -$1.34K -9 -1%
PFBT
859
Parkside Financial Bank & Trust
Missouri
$110K -$110K -741 -51%
FCMT
860
Founders Capital Management (Texas)
Texas
$109K
SMFS
861
Squar Milner Financial Services
California
$107K
VCM
862
Vigilant Capital Management
Maine
$107K +$29.7K +200 +40%
SHJ
863
Sharkey, Howes & Javer
Colorado
$104K -$135K -906 -57%
NCM
864
Next Capital Management
New York
$103K
AOWM
865
Alpha Omega Wealth Management
Virginia
$101K
BFC
866
Bedel Financial Consulting
Indiana
$101K
CCM
867
Cribstone Capital Management
Maine
$101K
FWM
868
Focused Wealth Management
New York
$99K
PCA
869
Providence Capital Advisors
North Carolina
$98K
CAL
870
Capital Analysts LLC
Pennsylvania
$95K -$2.97K -20 -3%
CAC
871
Certified Advisory Corp
Florida
$90K
GTAM
872
Global Trust Asset Management
Florida
$88K
YWP
873
YorkBridge Wealth Partners
New York
$88K +$22.3K +150 +35%
CBT
874
Capital Bank & Trust
California
$87K -$29.7K -200 -26%
AP
875
Atwood & Palmer
Missouri
$86K