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Vanguard Morningstar Small-Cap ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
BCM
1951
Bannerstone Capital Management
Minnesota
USD 352 k +USD 1.43 k +5 +0.4%
Advance Capital Management
1952
Advance Capital Management
Michigan
USD 352 k +USD 12.6 k +44 +4%
Sit Investment Associates
1953
Sit Investment Associates
Minnesota
USD 350 k – – –
WPWM
1954
Windward Private Wealth Management
Kansas
USD 349 k -USD 24.1 k -84 -7%
DIP
1955
Davis Investment Partners
North Carolina
USD 349 k +USD 573 +2 +0.2%
Matrix Asset Advisors
1956
Matrix Asset Advisors
New York
USD 348 k – – –
DA
1957
Detalus Advisors
Missouri
USD 348 k +USD 31.2 k +109 +10%
KFA
1958
Kapstone Financial Advisors
Ohio
USD 347 k +USD 328 k +1,146 Nuevas
ProVise Management Group
1959
ProVise Management Group
Florida
USD 347 k -USD 37.3 k -130 -10%
DA
1960
Drake & Associates
Wisconsin
USD 347 k +USD 103 k +359 +46%
Resources Management Corp
1961
Resources Management Corp
Connecticut
USD 346 k – – –
NWMG
1962
National Wealth Management Group
Ohio
USD 346 k -USD 1.43 k -5 -0.4%
CPCM
1963
Cardinal Point Capital Management
Ontario, Canada
USD 345 k -USD 61.9 k -216 -16%
RAM
1964
Reflection Asset Management
South Carolina
USD 344 k -USD 8.31 k -29 -2%
Van Hulzen Asset Management
1965
Van Hulzen Asset Management
California
USD 344 k -USD 59.3 k -207 -15%
ASBI
1966
American State Bank (Iowa)
Iowa
USD 343 k +USD 31 k +108 +11%
OAS
1967
Optivise Advisory Services
Tennessee
USD 343 k +USD 39 k +136 +14%
NWM
1968
Northcape Wealth Management
New York
USD 343 k -USD 1.72 k -6 -0.5%
ITIM
1969
Indiana Trust & Investment Management
Indiana
USD 343 k – – –
WPA
1970
West Paces Advisors
Georgia
USD 342 k +USD 303 k +1,057 +1,468%
BTD
1971
BankPlus Trust Department
Mississippi
USD 342 k +USD 319 k +1,114 +7,957%
PFA
1972
Pathway Financial Advisers
Indiana
USD 342 k +USD 57.6 k +201 +22%
Texas Capital Bank Wealth Management Services
1973
Texas Capital Bank Wealth Management Services
Texas
USD 342 k – – –
SWM
1974
Steinberganna Wealth Management
New York
USD 341 k +USD 22.9 k +80 +8%
Destination Wealth Management
1975
Destination Wealth Management
California
USD 340 k -USD 45.9 k -160 -12%