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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
BOK Financial
Oklahoma
$5.1M -$451K -2,939 -8%
NEAM
252
New England Asset Management
Connecticut
$5.06M +$2.83M +18,400 +127%
EWM
253
Evercore Wealth Management
New York
$5.03M -$254K -1,654 -5%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$5.02M +$523K +3,404 +12%
WFPG
255
Waller Financial Planning Group
Ohio
$4.99M -$36.3K -236 -0.7%
OC
256
Oppenheimer & Co
New York
$4.93M -$168K -1,096 -3%
CA
257
Cambridge Advisors
Nebraska
$4.9M
PPFA
258
Provida Pension Fund Administrator
Chile
$4.86M -$272K -1,772 -5%
EWM
259
Endurance Wealth Management
Rhode Island
$4.86M
RPC
260
Rossmore Private Capital
Connecticut
$4.84M +$3.84K +25 +0.1%
SHGA
261
Sand Hill Global Advisors
California
$4.83M -$2.46K -16 -0.1%
NEPWA
262
New England Private Wealth Advisors
Massachusetts
$4.8M +$12.4K +81 +0.3%
NAS
263
Nicolet Advisory Services
Wisconsin
$4.8M -$90.5K -589 -2%
GA
264
Greytown Advisors
Florida
$4.79M +$76.2K +496 +2%
JWM
265
JFG Wealth Management
Colorado
$4.79M -$495K -3,222 -9%
CFGS
266
Concourse Financial Group Securities
Alabama
$4.79M -$72K -469 -1%
MIS
267
Morningstar Investment Services
Illinois
$4.78M -$188K -1,225 -4%
GSIS
268
Global Strategic Investment Solutions
Arizona
$4.78M +$176K +1,143 +4%
BG
269
Berry Group
Massachusetts
$4.76M +$105K +686 +2%
SBL
270
Sargent Bickham Lagudis
Colorado
$4.76M -$135K -877 -3%
PCG
271
Private Capital Group
Connecticut
$4.75M -$1.16M -7,563 -20%
KP
272
Keel Point
Alabama
$4.74M -$1.12M -7,260 -19%
SPIA
273
Steward Partners Investment Advisory
New York
$4.73M +$712K +4,633 +18%
AA
274
Ancora Advisors
Ohio
$4.7M +$41.9K +273 +0.9%
DADC
275
D.A. Davidson & Co
Montana
$4.67M +$12K +78 +0.3%