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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$701K
BRWA
77
B. Riley Wealth Advisors
Florida
$699K +$103K +1,010 +18%
SPIA
78
Steward Partners Investment Advisory
New York
$692K -$818 -8 -0.1%
THWM
79
Taylor Hoffman Wealth Management
Virginia
$679K +$26.2K +256 +4%
V
80
Veritable
Delaware
$644K -$58.3K -570 -8%
SFA
81
Source Financial Advisors
New York
$630K -$27.6K -270 -4%
QCM
82
Quest Capital Management
Texas
$587K
Stifel Financial
83
Stifel Financial
Missouri
$587K +$118K +1,154 +26%
MP
84
McDonald Partners
Ohio
$569K +$72.2K +706 +15%
Betterment LLC
85
Betterment LLC
New York
$560K -$11.4K -112 -2%
SFS
86
Summit Financial Strategies
Ohio
$554K +$546K +5,340 New
Citadel Advisors
87
Citadel Advisors
Florida
$516K -$553K -5,416 -52%
AssetMark Inc
88
AssetMark Inc
California
$515K +$506K +4,950 +30,938%
PWW
89
Pettyjohn Wood & White
Virginia
$504K -$18.2K -178 -4%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$495K -$204 -2 -0%
FNBOO
91
First National Bank of Omaha
Nebraska
$479K
AF
92
Affiance Financial
Minnesota
$474K -$26.2K -256 -5%
CFA
93
Cahill Financial Advisors
Minnesota
$472K -$271K -2,656 -37%
SMC
94
Smith, Moore & Co
Missouri
$462K -$87.5K -856 -16%
CCM
95
Coldstream Capital Management
Washington
$461K +$454K +4,440 New
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$441K +$435K +4,254 New
EWM
97
Executive Wealth Management
Michigan
$434K +$428K +4,188 New
3F
98
360 Financial
Minnesota
$429K +$3.68K +36 +0.9%
GA
99
Geller Advisors
New York
$417K
SF
100
Synovus Financial
Georgia
$404K