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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$917K -$21.6K -189 -2%
OC
202
Oarsman Capital
Wisconsin
$913K +$2.75K +24 +0.3%
PCA
203
Personal Capital Advisors
California
$883K +$269K +2,346 +42%
TFA
204
Transamerica Financial Advisors
Florida
$883K +$913K +7,974 +265,800%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$849K +$155K +1,349 +21%
AL
206
Aspiriant LLC
California
$848K -$41.1K -359 -4%
CAW
207
Cornerstone Advisors (Washington)
Washington
$836K
OCM
208
One Capital Management
California
$827K +$15.5K +135 +2%
WCM
209
Weatherstone Capital Management
Colorado
$825K -$163K -1,427 -16%
CWM
210
Concert Wealth Management
California
$825K -$150K -1,308 -15%
WT
211
Whittier Trust
California
$814K +$69.4K +606 +9%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$800K +$69.1K +603 +9%
WP
213
WMS Partners
Maryland
$797K
SG
214
Somerset Group
Minnesota
$787K
NL
215
NWAM LLC
Washington
$772K +$50.9K +444 +7%
BRWA
216
B. Riley Wealth Advisors
Florida
$771K -$940K -8,210 -54%
PCM
217
Parsons Capital Management
Rhode Island
$769K -$43K -375 -5%
Luther King Capital Management (LKCM)
218
Luther King Capital Management (LKCM)
Texas
$767K +$279K +2,434 +54%
DSC
219
Duncker Streett & Co
Missouri
$756K
BAC
220
Boys Arnold & Co
North Carolina
$753K -$1.13M -9,890 -59%
BSW
221
Buckingham Strategic Wealth
Missouri
$743K
HighTower Advisors
222
HighTower Advisors
Illinois
$734K -$5.84M -50,981 -88%
CWM
223
Cranbrook Wealth Management
Michigan
$725K +$4.12K +36 +0.6%
AI
224
Atria Investments
North Carolina
$723K +$10.2K +89 +1%
GA
225
Geneva Advisors
Illinois
$716K -$28.6K -250 -4%