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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bristlecone Advisors
Washington
$14.6M +$139K +646 +1%
EPM
227
Elm Partners Management
Pennsylvania
$14.5M -$765K -3,556 -5%
BRWA
228
B. Riley Wealth Advisors
Florida
$14.5M +$4.19M +19,467 +34%
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$14.4M +$11.1M +51,764 +457%
PW
230
Peninsula Wealth
California
$14.3M -$4.49M -20,872 -25%
CA
231
Crane Advisory
California
$14.2M +$1.24M +5,756 +10%
WA
232
Wealth Architects
California
$14.2M -$203K -946 -1%
USCWA
233
U.S. Capital Wealth Advisors
Texas
$14.2M -$119K -553 -0.9%
A
234
Allianz
Germany
$14.2M +$13.3M +62,054 New
SRC
235
Sage Rhino Capital
California
$14.1M +$24.7K +115 +0.2%
AIM
236
Acropolis Investment Management
Missouri
$14.1M -$364K -1,692 -3%
GRA
237
Golden Road Advisors
Florida
$14M +$850K +3,950 +7%
AFA
238
AA Financial Advisors
Ohio
$14M +$1.47M +6,814 +13%
PWM
239
Perigon Wealth Management
California
$13.8M +$179K +833 +1%
DWP
240
Daymark Wealth Partners
Ohio
$13.7M +$680K +3,159 +6%
UFA
241
US Financial Advisors
Massachusetts
$13.7M +$120K +558 +0.9%
FHA
242
Flagship Harbor Advisors
Massachusetts
$13.7M -$926K -4,306 -7%
AI
243
Atria Investments
North Carolina
$13.7M -$198K -922 -2%
WT
244
Whittier Trust
California
$13.7M -$499K -2,320 -4%
SIA
245
Strategic Investment Advisors
Michigan
$13.5M +$1.46M +6,795 +13%
MFA
246
McClarren Financial Advisors
Pennsylvania
$13.5M +$73.4K +341 +0.6%
BTWM
247
Brass Tax Wealth Management
Ohio
$13.5M +$12.7M +58,989 New
CW
248
CIC Wealth
Maryland
$13.5M -$1.75M -8,129 -12%
CAM
249
Clark Asset Management
New Hampshire
$13.4M +$1.23M +5,728 +11%
ABC
250
Associated Banc-Corp
Wisconsin
$13.3M +$1.6M +7,420 +15%