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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
201
M&T Bank
New York
$1.03M +$285K +2,550 +41%
CWM
202
Concert Wealth Management
California
$994K -$108K -968 -10%
BFEC
203
Benjamin F. Edwards & Company
Missouri
$992K -$34.2K -306 -3%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$990K +$72.5K +648 +8%
OC
205
Oarsman Capital
Wisconsin
$964K +$27.5K +246 +3%
AL
206
Aspiriant LLC
California
$939K -$182K -1,624 -17%
FCI
207
Financial Counselors Inc
Kansas
$912K
BRWA
208
B. Riley Wealth Advisors
Florida
$888K +$850K +7,599 +100%
SHA
209
Smith Hayes Advisers
Nebraska
$887K +$8.95K +80 +1%
CAW
210
Cornerstone Advisors (Washington)
Washington
$885K
OCM
211
One Capital Management
California
$860K -$20K -179 -2%
PCM
212
Parsons Capital Management
Rhode Island
$859K -$76K -679 -8%
WP
213
WMS Partners
Maryland
$843K +$159K +1,425 +25%
SG
214
Somerset Group
Minnesota
$833K +$66.8K +597 +9%
DSC
215
Duncker Streett & Co
Missouri
$800K -$6.27K -56 -0.8%
WT
216
Whittier Trust
California
$790K -$128K -1,142 -14%
GA
217
Geneva Advisors
Illinois
$787K +$36.4K +325 +5%
BSW
218
Buckingham Strategic Wealth
Missouri
$786K
RJT
219
Raymond James Trust
Florida
$775K +$361K +3,226 +95%
TFO
220
Tarbox Family Office
California
$767K +$170K +1,515 +30%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$766K +$124K +1,111 +20%
NL
222
NWAM LLC
Washington
$765K -$31.4K -281 -4%
SSWM
223
Sheets Smith Wealth Management
North Carolina
$763K -$609K -5,445 -46%
CWM
224
Cranbrook Wealth Management
Michigan
$763K +$50.4K +450 +7%
WJA
225
Williams Jones & Associates
New York
$758K -$798K -7,135 -52%