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Vanguard S&P Small-Cap 600 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$354K +$21.7K +209 +6%
JBA
202
Johnson Bixby & Associates
Washington
$350K +$12K +115 +3%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$349K +$23.4K +225 +7%
SA
204
Sovran Advisors
California
$344K -$65K -625 -14%
TFS
205
Thoroughbred Financial Services
Tennessee
$343K +$95.2K +916 +35%
KNFPWM
206
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$341K
SG
207
StoneX Group
New York
$335K +$361K +3,474 New
SWP
208
Stratos Wealth Partners
Ohio
$334K -$22.7K -218 -6%
William Blair & Company
209
William Blair & Company
Illinois
$331K -$1.37M -13,140 -79%
AWE
210
Avidian Wealth Enterprises
Texas
$330K
MFG
211
Merit Financial Group
Georgia
$318K +$10.9K +105 +3%
DAS
212
Diversify Advisory Services
Utah
$313K +$25.4K +244 +8%
PPG
213
Peak Planning Group
Colorado
$312K
Truist Financial
214
Truist Financial
North Carolina
$312K -$21.5K -207 -6%
LSPW
215
Lake Street Private Wealth
Illinois
$309K +$333K +3,200 New
USWIA
216
UP Strategic Wealth Investment Advisors
Pennsylvania
$304K
FA
217
Financial Advisors
Massachusetts
$301K
1IA
218
1834 Investment Advisors
Wisconsin
$298K -$15.3K -147 -5%
DWM
219
Diversify Wealth Management
Utah
$293K +$104 +1 +0%
BHWM
220
Beaird Harris Wealth Management
Texas
$280K
CFP
221
Catalyst Financial Partners
Massachusetts
$277K +$299K +2,873 New
KeyBank National Association
222
KeyBank National Association
Ohio
$277K
BlackRock
223
BlackRock
New York
$270K +$238K +2,290 +453%
AFG
224
Atomi Financial Group
New York
$269K +$17K +164 +6%
TRCT
225
Tower Research Capital (TRC)
New York
$264K +$272K +2,616 +1,855%