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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$867K -$11.2K -108 -1%
TAM
127
Tocqueville Asset Management
New York
$858K -$60.4K -580 -7%
NPT
128
National Philanthropic Trust
Pennsylvania
$833K
CA
129
Continuum Advisory
Idaho
$831K +$6.77K +65 +0.9%
Citigroup
130
Citigroup
New York
$827K
SFA
131
Source Financial Advisors
New York
$807K +$13.1K +126 +2%
BBHC
132
Brown Brothers Harriman & Co
New York
$768K
PSF
133
Pacific Sun Financial
California
$759K -$41K -394 -5%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$757K -$2.92K -28 -0.4%
FSA
135
Fort Sheridan Advisors
Illinois
$708K +$60.4K +580 +10%
DWT
136
Dorsey & Whitney Trust
South Dakota
$689K -$625 -6 -0.1%
MAWA
137
Moss Adams Wealth Advisors
Washington
$681K
FC
138
Financial Council
Maryland
$669K
WANY
139
Wealthspire Advisors (New York)
New York
$646K +$66.8K +642 +12%
SIA
140
Soltis Investment Advisors
Utah
$642K -$1.74M -16,670 -74%
EWS
141
Eagle Wealth Strategies
New Jersey
$638K -$22.5K -216 -4%
FHA
142
Flagship Harbor Advisors
Massachusetts
$632K
AO
143
Advisor OS
Illinois
$626K -$3.44K -33 -0.6%
TMWM
144
Taylor & Morgan Wealth Management
Michigan
$616K -$31.2K -300 -5%
WFA
145
Wellspring Financial Advisors
Ohio
$614K -$35K -336 -6%
EWM
146
Executive Wealth Management
Michigan
$597K +$575K +5,520 New
NG
147
Northstar Group
New York
$596K +$179K +1,720 +45%
Northern Trust
148
Northern Trust
Illinois
$596K -$89.3K -858 -13%
HSA
149
HBK Sorce Advisory
Pennsylvania
$594K +$8.02K +77 +1%
Brown Advisory
150
Brown Advisory
Maryland
$593K -$32K -307 -5%