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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Alesco Advisors
New York
$699K -$154K -1,320 -17%
DSC
252
Duncker Streett & Co
Missouri
$699K -$67.8K -580 -8%
MNA
253
Manning & Napier Advisors
New York
$695K
ACM
254
Advisors Capital Management
New Jersey
$689K +$26.4K +226 +4%
SEIA
255
Signature Estate & Investment Advisors
California
$680K +$65.8K +563 +10%
CWM
256
Concert Wealth Management
California
$675K -$151K -1,292 -17%
PCA
257
Personal Capital Advisors
California
$673K +$80.2K +686 +12%
SCM
258
SOL Capital Management
Maryland
$667K +$343K +2,930 +90%
GC
259
Gibson Capital
Pennsylvania
$666K
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$662K +$125K +1,066 +21%
HR
261
Howe & Rusling
New York
$654K +$33.3K +285 +5%
CCM
262
Covington Capital Management
California
$646K
ACI
263
Alpha Cubed Investments
California
$645K -$618K -5,281 -48%
GWM
264
Gupta Wealth Management
California
$645K
Fiera Capital (Canada)
265
Fiera Capital (Canada)
Quebec, Canada
$637K
SFSG
266
Stearns Financial Services Group
North Carolina
$626K -$7.25K -62 -1%
1GA
267
1st Global Advisors
Texas
$623K
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$619K -$110K -941 -14%
IWA
269
Inspirion Wealth Advisors
Illinois
$615K +$80.8K +691 +14%
CB
270
Chemical Bank
Michigan
$615K +$91.4K +782 +16%
GIM
271
Goelzer Investment Management
Indiana
$609K +$296K +2,534 +82%
CPO
272
Cerity Partners OCIO
New York
$609K +$659K +5,637 New
VNA
273
Valley National Advisers
Pennsylvania
$600K +$102K +869 +19%
Luther King Capital Management (LKCM)
274
Luther King Capital Management (LKCM)
Texas
$591K
OA
275
Oxbow Advisors
Texas
$588K