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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
851
O'Brien Greene & Co
Pennsylvania
$995K +$733K +3,880 +200%
BCA
852
Bay Colony Advisors
Massachusetts
$990K +$58K +307 +6%
SWM
853
Soundmark Wealth Management
Washington
$989K +$445K +2,356 +69%
GC
854
Gibson Capital
Pennsylvania
$987K – – –
BIA
855
Bell Investment Advisors
California
$987K +$225K +1,194 +26%
CWM
856
Circle Wealth Management
New Jersey
$980K – – –
FBFS
857
First Business Financial Services
Wisconsin
$980K – – –
RRA
858
Round Rock Advisors
Connecticut
$980K +$188K +997 +21%
DI
859
Disciplined Investments
Oklahoma
$975K -$8.87K -47 -0.8%
TCPWM
860
Traverso Chambers Private Wealth Management
California
$971K – – –
1WM
861
1900 Wealth Management
Texas
$966K -$91.9K -487 -8%
MAS
862
Madden Advisory Services
Florida
$965K -$3.78K -20 -0.4%
DWM
863
Defined Wealth Management
Oregon
$965K +$26.1K +138 +3%
SFP
864
Sweet Financial Partners
Minnesota
$957K – – –
FFC
865
First Financial Corp
Indiana
$956K +$205K +1,088 +24%
TA
866
TFG Advisers
Michigan
$954K +$14.7K +78 +1%
CSIC
867
Clifford Swan Investment Counsel
California
$953K – – –
AWA
868
Arete Wealth Advisors
Illinois
$951K -$7.66M -40,583 -88%
TFCP
869
Twin Focus Capital Partners
Massachusetts
$947K -$28.3K -150 -3%
LNWWM
870
Laird Norton Wetherby Wealth Management
California
$943K +$13.4K +71 +1%
FFA
871
Founders Financial Alliance
North Carolina
$942K +$7.36K +39 +0.7%
CSPAM
872
Cary Street Partners Asset Management
Virginia
$941K -$176K -933 -14%
VFA
873
Valeo Financial Advisors
Indiana
$941K -$121K -642 -10%
Neuberger Berman Group
874
Neuberger Berman Group
New York
$941K +$3.59K +19 +0.3%
ZB
875
Zions Bancorporation
Utah
$937K – – –