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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1051
Conservest Capital Advisors
Pennsylvania
$665K +$671K +3,621 New
BFM
1052
Boston Financial Management
Massachusetts
$662K +$354K +1,908 +112%
DI
1053
DFPG Investments
Utah
$662K +$22.2K +120 +4%
BC
1054
Brio Consultants
California
$656K -$12.6K -68 -2%
SSWM
1055
Smith Salley Wealth Management
North Carolina
$651K -$94.2K -508 -13%
National Bank of Canada
1056
National Bank of Canada
Quebec, Canada
$651K -$10.6K -57 -2%
BBHC
1057
Brown Brothers Harriman & Co
New York
$649K +$43.7K +236 +7%
BSWA
1058
Bromfield Sneider Wealth Advisors
Massachusetts
$646K +$1.85K +10 +0.3%
MPCG
1059
Matrix Private Capital Group
New York
$646K +$42.1K +227 +7%
RG
1060
Rathbones Group
United Kingdom
$645K
SFS
1061
Strategic Financial Services
New York
$643K +$4.63K +25 +0.7%
NRI
1062
NFP Retirement Inc
California
$640K +$56.9K +307 +10%
PMG
1063
ProVise Management Group
Florida
$638K -$232K -1,254 -27%
LBC
1064
Lawrence B. Cohen
$634K +$640K +3,452 New
GG
1065
Gofen & Glossberg
Illinois
$632K
HCM
1066
Hall Capital Management
Rhode Island
$627K +$30.6K +165 +5%
HS
1067
Horan Securities
United States
$624K -$53.6K -289 -8%
FIA
1068
Foundations Investment Advisors
Arizona
$624K +$55.4K +299 +10%
ECM
1069
Exchange Capital Management
Michigan
$623K
MFA
1070
Mayflower Financial Advisors
Massachusetts
$622K -$4.82K -26 -0.8%
WTFG
1071
Wells Trecaso Financial Group
Ohio
$619K +$118K +635 +23%
MIG
1072
McGuire Investment Group
Rhode Island
$619K +$16.3K +88 +3%
TC
1073
TownSquare Capital
Utah
$619K -$2.41K -13 -0.4%
WCF
1074
West Coast Financial
California
$617K -$40.6K -219 -6%
FPTW
1075
Franklin, Parlapiano, Turner & Welch
Texas
$614K