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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
126
Dorsey & Whitney Trust
South Dakota
$641K
FIA
127
Foundations Investment Advisors
Arizona
$639K +$226K +2,537 +62%
AO
128
Advisor OS
Illinois
$634K +$21.7K +243 +4%
Northern Trust
129
Northern Trust
Illinois
$633K -$56.5K -634 -9%
TMWM
130
Taylor & Morgan Wealth Management
Michigan
$615K +$50K +561 +10%
AAS
131
Avantax Advisory Services
Texas
$614K -$125K -1,398 -18%
PPW
132
PACK Private Wealth
Minnesota
$608K +$210K +2,356 +62%
SFA
133
Source Financial Advisors
New York
$604K +$34K +381 +7%
WFA
134
Wellspring Financial Advisors
Ohio
$596K +$536K +6,014 New
Comerica Bank
135
Comerica Bank
Texas
$596K -$6.78K -76 -1%
FHA
136
Flagship Harbor Advisors
Massachusetts
$589K -$4.46K -50 -0.8%
KNFPWM
137
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$589K +$529K +5,936 New
CAM
138
Cresset Asset Management
Illinois
$575K
FFL
139
Financial Freedom LLC
Ohio
$568K +$802 +9 +0.2%
CCM
140
Coldstream Capital Management
Washington
$531K +$7.31K +82 +2%
V
141
ViaWealth
Kansas
$524K -$35.7K -400 -7%
SFG
142
Sovereign Financial Group
Connecticut
$521K +$14.2K +159 +3%
HSA
143
HBK Sorce Advisory
Pennsylvania
$512K -$31.9K -358 -6%
BRWA
144
B. Riley Wealth Advisors
Florida
$509K -$16.7K -187 -4%
Brown Advisory
145
Brown Advisory
Maryland
$494K -$63.5K -712 -13%
MWM
146
Modera Wealth Management
New Jersey
$487K
PWW
147
Pettyjohn Wood & White
Virginia
$482K
WCFA
148
Walkner Condon Financial Advisors
Wisconsin
$478K +$17.8K +200 +4%
SMC
149
Smith, Moore & Co
Missouri
$475K +$23.3K +261 +6%
IW
150
Imprint Wealth
South Carolina
$448K +$412K +4,619 New