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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWW
226
Pettyjohn Wood & White
Virginia
$408K
CA
227
Clune & Associates
Illinois
$406K -$37.9K -323 -8%
CFP
228
Catalyst Financial Partners
Massachusetts
$396K +$9.5K +81 +2%
FSA
229
Fort Sheridan Advisors
Illinois
$396K +$66.8K +570 +20%
FFL
230
Financial Freedom LLC
Ohio
$385K
QCG
231
Quadrant Capital Group
Ohio
$384K
AT
232
American Trust
Kentucky
$383K +$18.6K +159 +5%
US Bancorp
233
US Bancorp
Minnesota
$383K +$370K +3,151 +1,731%
USWIA
234
UP Strategic Wealth Investment Advisors
Pennsylvania
$377K
AO
235
Advisor OS
Illinois
$376K -$4.46K -38 -1%
PPG
236
Peak Planning Group
Colorado
$372K
FEG
237
Fund Evaluation Group
Ohio
$369K +$377K +3,216 New
Financial Engines Advisors
238
Financial Engines Advisors
California
$369K -$198K -1,685 -34%
S4W
239
Solutions 4 Wealth
Texas
$361K +$369K +3,144 New
WEG
240
World Equity Group
Illinois
$347K -$5.39K -46 -1%
IAA
241
Independent Advisor Alliance
North Carolina
$347K +$354K +3,019 New
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$336K +$64K +546 +23%
BHWM
243
Beaird Harris Wealth Management
Texas
$334K
IWM
244
Integris Wealth Management
California
$324K -$16.9K -144 -5%
AOWM
245
Asset One Wealth Management
Washington
$322K
WAM
246
WNY Asset Management
New York
$319K +$325K +2,775 New
PFS
247
Prospera Financial Services
Texas
$317K -$16.4K -140 -5%
NHC
248
Nicholas Hoffman & Company
Georgia
$315K
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$302K +$38K +324 +14%
AWE
250
Avidian Wealth Enterprises
Texas
$296K -$52.9K -451 -15%