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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
126
Geller Advisors
New York
$507K +$29K +317 +6%
MWM
127
Modera Wealth Management
New Jersey
$502K – – –
TMWM
128
Taylor & Morgan Wealth Management
Michigan
$501K – – –
FA
129
Financial Advisors
Massachusetts
$479K -$82.8K -904 -14%
BRWA
130
B. Riley Wealth Advisors
Florida
$475K -$19K -207 -4%
FNBOO
131
First National Bank of Omaha
Nebraska
$454K – – –
SFG
132
Sovereign Financial Group
Connecticut
$444K -$83.7K -914 -15%
PWW
133
Pettyjohn Wood & White
Virginia
$432K – – –
Northern Trust
134
Northern Trust
Illinois
$429K -$42.5K -464 -9%
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$410K -$92 -1 -0%
SIA
136
Soltis Investment Advisors
Utah
$409K +$421K +4,602 New
ORC
137
O'Rourke & Company
Massachusetts
$403K -$64.3K -702 -13%
V
138
ViaWealth
Kansas
$401K -$4.95K -54 -1%
MCM
139
Manchester Capital Management
Vermont
$400K – – –
SWP
140
Stratos Wealth Partners
Ohio
$399K +$35.1K +383 +9%
AF
141
Affiance Financial
Minnesota
$393K – – –
IF
142
Ironwood Financial
Arizona
$388K +$92 +1 +0%
WH
143
Whitcomb & Hess
Ohio
$361K +$9.89K +108 +3%
SQA
144
Simon Quick Advisors
New Jersey
$358K – – –
SMC
145
Smith, Moore & Co
Missouri
$357K -$1.01K -11 -0.3%
ASBI
146
American State Bank (Iowa)
Iowa
$356K – – –
Brown Advisory
147
Brown Advisory
Maryland
$354K +$8.79K +96 +2%
MFG
148
Merit Financial Group
Georgia
$352K -$95.8K -1,046 -21%
PAIM
149
Punch & Associates Investment Management
Minnesota
$351K +$362K +3,955 New
SF
150
Synovus Financial
Georgia
$351K +$4.4K +48 +1%