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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Accel Wealth Management
Iowa
$347K -$61K -638 -15%
NG
102
Northstar Group
New York
$344K +$19.9K +208 +6%
LWAC
103
Laurel Wealth Advisors (California)
California
$328K +$316K +3,302 New
KAS
104
Kestra Advisory Services
Texas
$323K -$727K -7,598 -70%
NFG
105
Next Financial Group
Texas
$322K +$68.7K +718 +28%
EH
106
Equitable Holdings
New York
$316K +$21.2K +222 +8%
MFG
107
Merit Financial Group
Georgia
$299K +$288K +3,006 New
VA
108
Valmark Advisers
Ohio
$298K -$4.02K -42 -1%
TP
109
Tranquility Partners
Tennessee
$295K +$284K +2,968 New
ASBI
110
American State Bank (Iowa)
Iowa
$291K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$273K -$90.9K -950 -26%
RJT
112
Raymond James Trust
Florida
$261K -$14.5K -152 -5%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$261K -$2.68K -28 -1%
WANY
114
Wealthspire Advisors (New York)
New York
$261K +$251K +2,626 New
VFA
115
Valeo Financial Advisors
Indiana
$245K
CW
116
CreativeOne Wealth
Kansas
$232K -$8.8K -92 -4%
AAS
117
Avantax Advisory Services
Texas
$228K -$348K -3,634 -61%
BS
118
Boenning & Scattergood
Pennsylvania
$227K +$218K +2,280 New
Prudential Financial
119
Prudential Financial
New Jersey
$219K -$39.4K -412 -16%
SWA
120
Sax Wealth Advisors
New Jersey
$217K +$209K +2,180 New
CBT
121
Capital Bank & Trust
California
$216K +$208K +2,174 New
LIA
122
LBMC Investment Advisors
Tennessee
$201K +$194K +2,024 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$187K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$186K +$37.3K +390 +26%
MPCG
125
Matrix Private Capital Group
New York
$168K +$162K +1,690 New