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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
226
Cable Hill Partners
Oregon
$9.5M +$10.4M +53,967 New
SHGA
227
Sand Hill Global Advisors
California
$9.49M +$4.76M +24,663 +84%
WIC
228
Woodmont Investment Counsel
Tennessee
$9.43M +$1.18M +6,101 +13%
WA
229
Wealth Architects
California
$9.37M +$266K +1,375 +3%
GRP
230
Global Retirement Partners
California
$9.31M -$231K -1,196 -2%
SFS
231
Solitude Financial Services
Virginia
$9.22M +$3.82M +19,788 +61%
IHWM
232
Iron Horse Wealth Management
Iowa
$9.21M +$1.19M +6,141 +13%
RWI
233
Red Wave Investments
Pennsylvania
$9.2M -$69.1K -358 -0.7%
DC
234
DeDora Capital
California
$9M +$376K +1,946 +4%
WTA
235
Washington Trust Advisors
Massachusetts
$8.99M +$724K +3,748 +8%
UFA
236
US Financial Advisors
Massachusetts
$8.94M +$207K +1,070 +2%
GAM
237
Gemmer Asset Management
California
$8.79M -$1.53M -7,927 -14%
MIAN
238
Mariner Independent Advisor Network
Kansas
$8.59M +$787K +4,077 +9%
SPP
239
Single Point Partners
Massachusetts
$8.58M +$956K +4,950 +11%
SPC
240
Sigma Planning Corp
Michigan
$8.45M +$735K +3,804 +9%
ARC
241
Advisor Resource Council
Texas
$8.44M +$9.25M +47,897 New
WFA
242
Wells Financial Advisors
Massachusetts
$8.37M -$3.78M -19,582 -29%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$8.34M +$1.11M +5,752 +14%
BC
244
Bartlett & Co
Ohio
$8.34M +$1.11M +5,752 +14%
PPWP
245
Proquility Private Wealth Partners
Nevada
$8.34M -$302K -1,566 -3%
MNG
246
Manning & Napier Group
New York
$8.26M
GT
247
Glenview Trust
Kentucky
$8.25M +$207K +1,070 +2%
Financial Engines Advisors
248
Financial Engines Advisors
California
$8.22M +$1.15M +5,977 +15%
NIM
249
Northeast Investment Management
Massachusetts
$8.21M +$2.2M +11,383 +32%
MWC
250
MBM Wealth Consultants
Missouri
$8.2M +$172K +891 +2%