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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
1176
Simplex Trading
Illinois
$266K – – –
IC
1177
Inverness Counsel
New York
$265K – – –
BOPW
1178
Brandywine Oak Private Wealth
Pennsylvania
$264K – – –
LRPA
1179
L. Roy Papp & Associates
Arizona
$263K -$445 -2 -0.2%
BWM
1180
BigSur Wealth Management
Florida
$263K – – –
DCM
1181
Donaldson Capital Management
Indiana
$259K -$4.45K -20 -2%
SKK
1182
Shepherd Kaplan Krochuk
Massachusetts
$257K +$445 +2 +0.2%
PFBT
1183
Parkside Financial Bank & Trust
Missouri
$257K +$116K +524 +80%
AMIM
1184
Aull & Monroe Investment Management
Alabama
$255K – – –
GIA
1185
GHP Investment Advisors
Colorado
$254K +$222 +1 +0.1%
MC
1186
Montag & Caldwell
Georgia
$253K +$39.1K +176 +18%
LGA
1187
Lebenthal Global Advisors
New York
$251K -$222K -1,000 -47%
NCG
1188
Newport Capital Group
New Jersey
$251K -$28.9K -130 -10%
HCM
1189
Howland Capital Management
Massachusetts
$250K +$10K +45 +4%
WAS
1190
Winch Advisory Services
Wisconsin
$246K -$2.67K -12 -1%
CS
1191
Credit Suisse
Switzerland
$246K – – –
RH
1192
RFG Holdings
Texas
$246K +$222 +1 +0.1%
LAM
1193
LifePro Asset Management
California
$245K +$249K +1,122 New
CMP
1194
Courage Miller Partners
Virginia
$244K +$7.34K +33 +3%
IFWM
1195
Institute for Wealth Management
Colorado
$243K -$7.11K -32 -3%
HT
1196
Heritage Trust
Oklahoma
$242K – – –
CAM
1197
Congress Asset Management
Massachusetts
$241K -$47.8K -215 -16%
SBIA
1198
Sheaff Brock Investment Advisors
Indiana
$241K +$13.3K +60 +6%
BIAS
1199
Beacon Investment Advisory Services
New Jersey
$240K – – –
NP
1200
NorthRock Partners
Minnesota
$240K +$8K +36 +4%