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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
1176
O'Brien Greene & Co
Pennsylvania
$412K -$7.37K -35 -2%
HGWM
1177
Horst & Graben Wealth Management
Oregon
$411K -$2.1K -10 -0.5%
CWM
1178
CCG Wealth Management
California
$411K +$407K +1,933 New
PP
1179
Patron Partners
Texas
$410K -$14.3K -68 -3%
HF
1180
HRT Financial
New York
$409K +$406K +1,928 New
CT
1181
Cambridge Trust
Massachusetts
$405K -$214K -1,015 -35%
TFA
1182
Triad Financial Advisors
North Carolina
$404K -$2.1K -10 -0.5%
MW
1183
MBL Wealth
North Carolina
$404K +$400K +1,900 New
WIM
1184
Westside Investment Management
California
$404K -$5.47K -26 -0.3%
HC
1185
HNP Capital
New York
$402K -$32K -152 -7%
GLA
1186
Good Life Advisors
Pennsylvania
$400K -$1.47K -7 -0.4%
VCM
1187
Vision Capital Management
Oregon
$399K – – –
Fisher Asset Management
1188
Fisher Asset Management
Washington
$398K -$27.4K -130 -6%
GAM
1189
Griffin Asset Management
New York
$397K +$33K +157 +9%
LBC
1190
Lowe Brockenbrough & Co
Virginia
$397K +$192K +910 +95%
MIC
1191
Meridian Investment Counsel
California
$396K – – –
PFBT
1192
Parkside Financial Bank & Trust
Missouri
$396K +$146K +693 +59%
PTC
1193
Philadelphia Trust Company
Pennsylvania
$394K – – –
AWM
1194
Aprio Wealth Management
Georgia
$392K -$24.8K -118 -6%
FWTB
1195
First Western Trust Bank
Colorado
$391K +$382K +1,815 New
CWM
1196
Congress Wealth Management
Massachusetts
$389K -$185K -877 -32%
FTC
1197
Farmers Trust Company
Ohio
$389K – – –
ACM
1198
Advance Capital Management
Michigan
$387K -$15.8K -75 -4%
CPFP
1199
Clear Perspectives Financial Planning
Ohio
$384K -$27.2K -129 -7%
PCIA
1200
Prime Capital Investment Advisors
Kansas
$384K – – –