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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
151
Advisor OS
Illinois
$625K +$11.6K +105 +2%
SIA
152
Soltis Investment Advisors
Utah
$620K -$9.73K -88 -1%
FHA
153
Flagship Harbor Advisors
Massachusetts
$618K -$1.11K -10 -0.2%
CAM
154
Cresset Asset Management
Illinois
$614K -$640K -5,788 -50%
HSA
155
HBK Sorce Advisory
Pennsylvania
$613K +$31.5K +285 +5%
1CP
156
17 Capital Partners
Arizona
$612K +$58.6K +530 +10%
TMWM
157
Taylor & Morgan Wealth Management
Michigan
$604K
WFA
158
Wellspring Financial Advisors
Ohio
$603K +$1.44K +13 +0.2%
Northern Trust
159
Northern Trust
Illinois
$584K
EWM
160
Executive Wealth Management
Michigan
$571K -$15.5K -140 -3%
Comerica Bank
161
Comerica Bank
Texas
$561K -$17.9K -162 -3%
FFL
162
Financial Freedom LLC
Ohio
$561K -$15.9K -144 -3%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$560K +$35.4K +320 +6%
PWM
164
Perigon Wealth Management
California
$560K +$23.1K +209 +4%
CG
165
Caprock Group
Idaho
$543K
NA
166
Nestegg Advisors
New York
$542K +$548K +4,956 New
WCFA
167
Walkner Condon Financial Advisors
Wisconsin
$537K +$28.8K +260 +5%
SFG
168
Sovereign Financial Group
Connecticut
$535K +$4.98K +45 +0.9%
CCM
169
Coldstream Capital Management
Washington
$529K -$18.6K -168 -3%
VFA
170
Valeo Financial Advisors
Indiana
$529K +$249K +2,253 +82%
MWM
171
Modera Wealth Management
New Jersey
$520K
OIA
172
OneDigital Investment Advisors
Kansas
$514K +$271K +2,450 +102%
ORC
173
O'Rourke & Company
Massachusetts
$503K +$1.99K +18 +0.4%
FFN
174
Focus Financial Network
Minnesota
$502K -$2.21K -20 -0.4%
PWW
175
Pettyjohn Wood & White
Virginia
$485K