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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$1.36M +$298K +2,518 +29%
WTB
202
Washington Trust Bank
Washington
$1.32M +$60.4K +510 +5%
TFA
203
Transamerica Financial Advisors
Florida
$1.31M -$325K -2,741 -20%
WB
204
Webster Bank
Connecticut
$1.31M +$58.9K +497 +5%
RIA
205
Regal Investment Advisors
Michigan
$1.31M -$6.87K -58 -0.5%
BST
206
Bath Savings Trust
Maine
$1.29M
BCM
207
BTC Capital Management
Iowa
$1.29M +$1.24M +10,491 New
FCI
208
Financial Counselors Inc
Kansas
$1.28M -$131K -1,105 -10%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$1.28M +$1.24M +10,457 New
RJT
210
Raymond James Trust
Florida
$1.24M
PCM
211
Parsons Capital Management
Rhode Island
$1.22M +$178K +1,504 +18%
OC
212
Oarsman Capital
Wisconsin
$1.22M +$102K +859 +9%
ATC
213
Argent Trust Company
Louisiana
$1.22M -$30.7K -259 -3%
SAM
214
Sawgrass Asset Management
Florida
$1.21M
GW
215
GW & Wade
Massachusetts
$1.21M +$116K +982 +11%
SCA
216
Stillwater Capital Advisors
Pennsylvania
$1.17M
GLRA
217
Gerald L. Ray & Associates
Texas
$1.16M
CP
218
Camelot Portfolios
Ohio
$1.16M -$73.2K -618 -6%
PMG
219
ProVise Management Group
Florida
$1.15M -$21.2K -179 -2%
AL
220
Aspiriant LLC
California
$1.13M -$17.9K -151 -2%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$1.12M +$80.7K +681 +8%
CWM
222
Cranbrook Wealth Management
Michigan
$1.11M +$198K +1,675 +23%
FWM
223
Focused Wealth Management
New York
$1.1M +$520K +4,391 +96%
WT
224
Whittier Trust
California
$1.08M +$197K +1,660 +23%
PAM
225
Peak Asset Management
Colorado
$1.05M +$104K +879 +11%