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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1001
Moser Wealth Advisors
Washington
$496K – – –
SFG
1002
SNS Financial Group
Minnesota
$495K -$2.66K -12 -0.5%
AWM
1003
AllSquare Wealth Management
New York
$493K +$30.6K +138 +7%
SWM
1004
SeaCrest Wealth Management
New York
$491K +$78.2K +353 +19%
MCP
1005
Mirador Capital Partners
California
$486K -$78.5K -354 -14%
LGA
1006
Lebenthal Global Advisors
New York
$484K – – –
QCM
1007
Quest Capital Management
Texas
$481K +$138K +621 +41%
RB
1008
Renasant Bank
Mississippi
$473K – – –
WDG
1009
Wealth Dimensions Group
Ohio
$473K +$18.4K +83 +4%
SFO
1010
Stokes Family Office
Louisiana
$472K +$49.9K +225 +12%
BC
1011
Burney Company
Virginia
$472K +$88.9K +401 +24%
MAM
1012
McCarthy Asset Management
California
$471K +$55.6K +251 +14%
GD
1013
Grandfield & Dodd
New York
$470K +$7.31K +33 +2%
TNA
1014
True North Advisors
Texas
$469K +$17.7K +80 +4%
AP
1015
Appleton Partners
Massachusetts
$468K -$4.43K -20 -1%
EWM
1016
Evermay Wealth Management
Virginia
$466K – – –
DLCIG
1017
D.L. Carlson Investment Group
New Hampshire
$465K – – –
BFM
1018
Boston Financial Management
Massachusetts
$461K – – –
CCM
1019
Coe Capital Management
Illinois
$461K +$2.22K +10 +0.5%
FAT
1020
First American Trust
California
$457K -$318K -1,437 -41%
VNA
1021
Valley National Advisers
Pennsylvania
$455K +$5.54K +25 +1%
FMBTD
1022
First Midwest Bank Trust Division
Illinois
$455K +$16K +72 +4%
YIH
1023
Y-Intercept (HK)
Hong Kong
$453K +$445K +2,010 New
GA
1024
Geller Advisors
New York
$451K – – –
Fisher Asset Management
1025
Fisher Asset Management
Washington
$449K -$581K -2,623 -57%