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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1426
Vision Capital Management
Oregon
$438K – – –
FSA
1427
Fort Sheridan Advisors
Illinois
$437K -$128K -564 -23%
MWM
1428
Mascoma Wealth Management
New Hampshire
$434K -$98.4K -433 -19%
UF
1429
Univest Financial
Pennsylvania
$434K +$415K +1,828 New
YIA
1430
YHB Investment Advisors
Connecticut
$433K -$242K -1,066 -37%
OFP
1431
OLIO Financial Planning
Virginia
$432K +$25.4K +112 +6%
CWM
1432
Chemistry Wealth Management
New York
$432K -$20.2K -89 -5%
GAM
1433
Griffin Asset Management
New York
$431K +$18.9K +83 +5%
PTP
1434
Platform Technology Partners
New York
$431K +$65.2K +287 +19%
SRWM
1435
Shira Ridge Wealth Management
California
$430K +$138K +608 +50%
CIS
1436
Continental Investors Services
Washington
$430K +$2.73K +12 +0.7%
HSA
1437
HBK Sorce Advisory
Pennsylvania
$430K -$33.9K -149 -8%
RZH
1438
Relyea Zuckerberg Hanson
Connecticut
$430K -$454 -2 -0.1%
FNBOMD
1439
First National Bank of Mount Dora
Florida
$429K – – –
LFA
1440
LifeGuide Financial Advisors
Pennsylvania
$428K – – –
NCM
1441
Noesis Capital Mangement
Florida
$428K +$410K +1,803 New
VT
1442
Vise Technologies
New York
$427K +$5.23K +23 +1%
LPT
1443
Legacy Private Trust
Wisconsin
$426K +$8.18K +36 +2%
ST
1444
Spinnaker Trust
Maine
$426K -$4.54K -20 -1%
VNA
1445
Valley National Advisers
Pennsylvania
$425K -$47K -207 -10%
MC
1446
Middleton & Co
Massachusetts
$422K – – –
DWM
1447
Destination Wealth Management
California
$420K +$151K +665 +60%
MIA
1448
MainStreet Investment Advisors
Illinois
$420K – – –
SMA
1449
Seven Mile Advisory
New Jersey
$419K +$402K +1,768 New
TWM
1450
Tolleson Wealth Management
Texas
$419K – – –