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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
HM Payson & Co
Maine
$1.27M +$90.1K +1,192 +9%
AO
52
Advisor OS
Illinois
$1.26M +$1.14M +15,026 New
APSP
53
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.18M +$8.62K +114 +0.8%
LBC
54
Lowe Brockenbrough & Co
Virginia
$1.16M +$321K +4,250 +45%
Citadel Advisors
55
Citadel Advisors
Florida
$1.05M -$851K -11,256 -47%
SFG
56
Sovereign Financial Group
Connecticut
$1.03M +$932K +12,322 New
KA
57
Klingman & Associates
New York
$917K
KAS
58
Kestra Advisory Services
Texas
$909K +$817K +10,808 +27,020%
Goldman Sachs
59
Goldman Sachs
New York
$871K +$785K +10,378 New
Bank of New York Mellon
60
Bank of New York Mellon
New York
$797K
MECA
61
Miller Equity Capital Advisors
Texas
$777K
FHA
62
Flagship Harbor Advisors
Massachusetts
$684K -$12.1K -160 -2%
TAM
63
Tocqueville Asset Management
New York
$650K +$30.4K +402 +5%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$634K +$571K +7,558 New
CFA
65
Cahill Financial Advisors
Minnesota
$604K +$1.51K +20 +0.3%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$603K -$26K -344 -5%
CA
67
Continuum Advisory
Idaho
$603K
V
68
Veritable
Delaware
$575K -$5.59K -74 -1%
SPIA
69
Steward Partners Investment Advisory
New York
$571K +$37.3K +494 +8%
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$567K +$511K +6,754 New
AAS
71
Avantax Advisory Services
Texas
$496K -$576K -7,614 -56%
THWM
72
Taylor Hoffman Wealth Management
Virginia
$495K +$32.5K +430 +8%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$489K +$151 +2 +0%
SFA
74
Source Financial Advisors
New York
$478K +$430K +5,694 New
QCM
75
Quest Capital Management
Texas
$475K -$82K -1,084 -16%