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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
901
Elk River Wealth Management
Colorado
$511K +$463K +2,623 New
AF
902
Affiance Financial
Minnesota
$507K -$27.9K -158 -6%
TCOV
903
Trust Company of Vermont
Vermont
$507K +$54.2K +307 +13%
ECM
904
Exchange Capital Management
Michigan
$505K – – –
CAL
905
Capital Advisors Ltd
Ohio
$504K -$4.94K -28 -1%
CCA
906
Conservest Capital Advisors
Pennsylvania
$502K +$1.94K +11 +0.4%
SWM
907
SeaCrest Wealth Management
New York
$502K +$455K +2,579 New
OSAM
908
O'Shaughnessy Asset Management
Connecticut
$501K +$57.3K +325 +14%
KL
909
KWMG LLC
Kansas
$499K -$5.12K -29 -1%
BMCM
910
Bryn Mawr Capital Management
Pennsylvania
$499K +$6.88K +39 +2%
MWM
911
Modera Wealth Management
New Jersey
$499K +$168K +953 +59%
FWM
912
Frontier Wealth Management
Missouri
$497K -$89.3K -506 -17%
RMC
913
Resources Management Corp
Connecticut
$488K -$40.6K -230 -8%
AA
914
Advisory Alpha
Michigan
$488K +$32.1K +182 +8%
UR
915
USCA RIA
Texas
$487K +$441K +2,500 New
Nomura Asset Management
916
Nomura Asset Management
Japan
$487K +$441K +2,500 New
PWP
917
Personal Wealth Partners
Minnesota
$483K – – –
WPC
918
Waters Parkerson & Co
Louisiana
$479K – – –
WP
919
WMS Partners
Maryland
$478K – – –
SHJ
920
Sharkey, Howes & Javer
Colorado
$476K – – –
OAM
921
Oppenheimer Asset Management
New York
$474K +$430K +2,437 New
SFG
922
SNS Financial Group
Minnesota
$472K +$12.9K +73 +3%
BB
923
Bell Bank
North Dakota
$471K +$427K +2,420 New
GL
924
Graypoint LLC
New York
$470K +$8.29K +47 +2%
MG
925
Mather Group
Illinois
$468K +$66.9K +379 +19%