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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MECA
101
Miller Equity Capital Advisors
Texas
$816K
AWS
102
Atria Wealth Solutions
New York
$814K +$11.6K +133 +2%
GT
103
Greenleaf Trust
Michigan
$814K -$3.15K -36 -0.4%
TAM
104
Tocqueville Asset Management
New York
$782K
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$754K -$66.5K -760 -8%
WANY
106
Wealthspire Advisors (New York)
New York
$750K
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$737K -$213K -2,428 -23%
ECM
108
Evergreen Capital Management
Washington
$712K +$87.6K +1,000 +15%
SFA
109
Source Financial Advisors
New York
$691K +$3.68K +42 +0.6%
VA
110
Valmark Advisers
Ohio
$680K -$7.18K -82 -1%
CA
111
Continuum Advisory
Idaho
$674K
PAIM
112
Punch & Associates Investment Management
Minnesota
$671K +$293K +3,349 +85%
PSF
113
Pacific Sun Financial
California
$661K +$652K +7,442 New
CS
114
Comerica Securities
Michigan
$621K +$38.1K +435 +7%
CCM
115
Coldstream Capital Management
Washington
$611K -$23.4K -267 -4%
FHA
116
Flagship Harbor Advisors
Massachusetts
$600K -$109K -1,243 -16%
AAS
117
Avantax Advisory Services
Texas
$597K +$32.8K +375 +6%
AO
118
Advisor OS
Illinois
$571K -$560K -6,390 -51%
CAM
119
Cresset Asset Management
Illinois
$544K -$16.2K -185 -3%
FFL
120
Financial Freedom LLC
Ohio
$525K
TMWM
121
Taylor & Morgan Wealth Management
Michigan
$518K
FA
122
Financial Advisors
Massachusetts
$496K
BRWA
123
B. Riley Wealth Advisors
Florida
$492K
MWM
124
Modera Wealth Management
New Jersey
$490K -$28.4K -324 -6%
DWT
125
Dorsey & Whitney Trust
South Dakota
$484K -$348K -3,980 -43%