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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$14.4M +$4.61M +20,989 +47%
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$14.4M +$746K +3,399 +5%
TCM
228
Twele Capital Management
Minnesota
$14.1M -$90.7K -413 -0.6%
GWM
229
GDS Wealth Management
Texas
$14M +$37.6K +171 +0.3%
DAS
230
Dynamic Advisor Solutions
Arizona
$13.9M +$2.15M +9,808 +18%
CAM
231
Clark Asset Management
New Hampshire
$13.9M +$1.14M +5,204 +9%
BA
232
Bristlecone Advisors
Washington
$13.9M -$23.7K -108 -0.2%
WTC
233
WhitTier Trust Company
Nevada
$13.8M -$168K -764 -1%
SRC
234
Sage Rhino Capital
California
$13.8M +$335K +1,527 +2%
OC
235
Oppenheimer & Co
New York
$13.7M +$1.63M +7,423 +13%
SIA
236
Strategic Investment Advisors
Michigan
$13.6M +$650K +2,962 +5%
A
237
Allianz
Germany
$13.5M
CWP
238
Cyndeo Wealth Partners
Florida
$13.5M +$1.77M +8,046 +15%
PWM
239
Perigon Wealth Management
California
$13.5M +$332K +1,514 +3%
ABC
240
Associated Banc-Corp
Wisconsin
$13.5M +$777K +3,536 +6%
EPM
241
Elm Partners Management
Pennsylvania
$13.4M -$415K -1,888 -3%
WA
242
Wealth Architects
California
$13.4M -$196K -893 -1%
GRA
243
Golden Road Advisors
Florida
$13.3M +$104K +472 +0.8%
OHWA
244
Oak Hill Wealth Advisors
Virginia
$13.2M +$13.3M +60,748 New
AIM
245
Acropolis Investment Management
Missouri
$13.2M -$231K -1,053 -2%
AA
246
AJ Advisors
Tennessee
$13.1M -$1.41M -6,442 -10%
EWA
247
EverSource Wealth Advisors
Alabama
$13M -$603K -2,744 -5%
CW
248
CIC Wealth
Maryland
$13M +$160K +728 +1%
TA
249
Tectonic Advisors
Texas
$13M +$446K +2,029 +4%
WT
250
Whittier Trust
California
$12.9M -$110K -502 -0.8%