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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
926
Old Second National Bank of Aurora
Illinois
$464K -$21.3K -121 -5%
SFS
927
Strategic Financial Services
New York
$463K +$13.8K +78 +3%
MCP
928
Mirador Capital Partners
California
$463K +$420K +2,380 New
RVPG
929
Relative Value Partners Group
$462K -$11.1K -63 -3%
SWM
930
Soundmark Wealth Management
Washington
$461K +$418K +2,367 New
Fisher Asset Management
931
Fisher Asset Management
Washington
$457K +$415K +2,350 New
NWS
932
Newport Wealth Strategies
California
$449K – – –
HIA
933
Harbor Investment Advisory
Maryland
$444K +$75.2K +426 +23%
HWA
934
Heritage Wealth Advisors
Virginia
$439K – – –
ECM
935
EagleClaw Capital Management
Massachusetts
$438K – – –
FRA
936
Front Row Advisors
California
$438K – – –
CAM
937
Carret Asset Management
New York
$428K -$88.2K -500 -19%
MWA
938
Moser Wealth Advisors
Washington
$428K -$6.17K -35 -2%
OC
939
Oakworth Capital
Alabama
$427K – – –
LWM
940
Lyell Wealth Management
California
$426K +$386K +2,188 New
ICP
941
Interchange Capital Partners
Pennsylvania
$425K +$386K +2,188 New
SBH
942
Segall Bryant & Hamill
Illinois
$423K -$176 -1 -0%
CFC
943
Coyle Financial Counsel
Illinois
$422K -$17.3K -98 -4%
CTA
944
Colonial Trust Advisors
South Carolina
$420K +$381K +2,157 New
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$146K +830 +63%
WAM
946
WNY Asset Management
New York
$419K +$376K +2,131 New
TC
947
Toews Corporation
New Jersey
$418K -$2.65K -15 -0.7%
BDFN
948
Bond & Devick Financial Network
Minnesota
$418K +$379K +2,148 New
LGA
949
Lebenthal Global Advisors
New York
$418K +$379K +2,150 New
NPF
950
Norris Perne & French
Michigan
$416K – – –