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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APSP
176
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.9M +$1.92M +15,633 New
IAA
177
Ironsides Asset Advisors
North Carolina
$1.88M
CAN
178
Cetera Advisor Networks
California
$1.86M
PGA
179
Portland Global Advisors
Maine
$1.86M
WF
180
Welch & Forbes
Massachusetts
$1.85M +$282K +2,300 +18%
NFG
181
Next Financial Group
Texas
$1.85M +$51.1K +416 +3%
TBA
182
Train Babcock Advisors
New York
$1.8M +$27.6K +225 +2%
OCM
183
One Capital Management
California
$1.76M +$280K +2,278 +19%
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$1.72M -$358K -2,911 -17%
WT
185
Whittier Trust
California
$1.71M +$649K +5,286 +60%
NL
186
NWAM LLC
Washington
$1.71M +$872K +7,096 +103%
HHGA
187
Halbert Hargrove Global Advisors
California
$1.66M +$19.4K +158 +1%
Brown Advisory
188
Brown Advisory
Maryland
$1.65M -$183K -1,490 -10%
EWM
189
Endurance Wealth Management
Rhode Island
$1.63M
GA
190
Geneva Advisors
Illinois
$1.62M +$188K +1,530 +13%
HL
191
HeadInvest LLC
Maine
$1.61M +$131K +1,070 +9%
BFA
192
Bragg Financial Advisors
North Carolina
$1.6M +$9.46K +77 +0.6%
EMA
193
Efficient Market Advisors
California
$1.59M -$639K -5,200 -28%
BCM
194
Brookstone Capital Management
Illinois
$1.58M +$1.15M +9,328 +253%
EHPM
195
Emery Howard Portfolio Management
California
$1.57M -$9.58K -78 -0.6%
WA
196
Wealth Architects
California
$1.54M -$61.4K -500 -4%
CDIA
197
Capital Directions Investment Advisors
Georgia
$1.49M -$28.6K -233 -2%
SWP
198
Stratos Wealth Partners
Ohio
$1.49M +$140K +1,137 +10%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$1.48M +$127K +1,031 +9%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$1.47M +$92.9K +756 +7%