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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Arete Wealth Advisors
Illinois
$6.19M -$1.21M -7,905 -17%
CFS
227
CRA Financial Services
New Jersey
$6.14M -$205K -1,336 -3%
BCA
228
Bray Capital Advisors
Florida
$6.06M -$5.84K -38 -0.1%
BP
229
Ballentine Partners
Massachusetts
$6.04M -$10.4K -68 -0.2%
BC
230
Bartlett & Co
Ohio
$6.04M +$30.9K +201 +0.5%
BCWM
231
Bartlett & Co Wealth Management
Ohio
$6.04M +$30.9K +201 +0.5%
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$6.03M +$1.24M +8,041 +29%
MWC
233
MBM Wealth Consultants
Missouri
$5.85M +$285K +1,857 +5%
PA
234
Paracle Advisors
Washington
$5.67M -$139K -908 -2%
WFM
235
Wolff Financial Management
Michigan
$5.61M -$89.7K -584 -2%
DWM
236
Doyle Wealth Management
Florida
$5.56M +$1.22M +7,967 +28%
CG
237
Colony Group
Massachusetts
$5.49M -$176K -1,143 -3%
CMO
238
Covenant Multifamily Offices
Texas
$5.49M +$224K +1,458 +4%
FFG
239
Frisch Financial Group
New York
$5.44M -$28.4K -185 -0.5%
JAFL
240
Jay A. Fishman Ltd
Michigan
$5.43M -$3.46M -22,525 -39%
BDF
241
Black Diamond Financial
Maryland
$5.36M -$134K -875 -2%
AWM
242
Aries Wealth Management
Maine
$5.36M +$625K +4,066 +13%
BWM
243
Benchmark Wealth Management
Connecticut
$5.36M -$365K -2,374 -6%
WFA
244
Wellspring Financial Advisors
Ohio
$5.34M -$893K -5,812 -14%
JIC
245
Johnson Investment Counsel
Ohio
$5.32M -$7.68K -50 -0.1%
MWM
246
Merriman Wealth Management
Washington
$5.19M +$57.4K +374 +1%
NIM
247
Northeast Investment Management
Massachusetts
$5.18M +$97.8K +637 +2%
SPC
248
Sigma Planning Corp
Michigan
$5.18M +$135K +882 +3%
OFS
249
Oldfather Financial Services
Nebraska
$5.16M -$4.3K -28 -0.1%
AllianceBernstein
250
AllianceBernstein
Tennessee
$5.15M +$550K +3,578 +12%