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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$826K +$4.91K +40 +0.6%
SG
252
Somerset Group
Minnesota
$801K -$95.4K -777 -11%
KA
253
Klingman & Associates
New York
$788K +$16.9K +138 +2%
JCM
254
Jag Capital Management
Missouri
$768K
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$765K +$219K +1,786 +38%
CCWA
256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$764K +$773K +6,291 New
BAC
257
Boys Arnold & Co
North Carolina
$761K -$27.6K -225 -3%
FTIOP
258
Fiduciary Trust International of Pennsylvania
Pennsylvania
$755K
Chevy Chase Trust
259
Chevy Chase Trust
Maryland
$752K +$213K +1,731 +39%
GC
260
Gibson Capital
Pennsylvania
$751K
ACM
261
Advisors Capital Management
New Jersey
$748K +$13.4K +109 +2%
WCM
262
Weatherstone Capital Management
Colorado
$747K -$89.7K -730 -11%
CB
263
Commerce Bank
Missouri
$731K +$167K +1,360 +29%
CCM
264
Covington Capital Management
California
$727K +$735K +5,987 New
GWM
265
Gupta Wealth Management
California
$726K +$14.2K +116 +2%
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$717K +$725K +5,903 New
SFSG
267
Stearns Financial Services Group
North Carolina
$712K -$12K -98 -2%
HR
268
Howe & Rusling
New York
$701K +$34.3K +279 +5%
1GA
269
1st Global Advisors
Texas
$701K +$56K +456 +9%
SEIA
270
Signature Estate & Investment Advisors
California
$697K +$57.4K +467 +9%
PCA
271
Personal Capital Advisors
California
$673K +$71K +578 +12%
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
$665K
OA
273
Oxbow Advisors
Texas
$662K
EVM
274
Eaton Vance Management
Massachusetts
$647K +$95.8K +780 +17%
MPI
275
Mairs & Power Inc
Minnesota
$628K