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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
251
World Investment Advisors
California
$17.2M +$4.98M +19,436 +41%
AM
252
AGF Management
Ontario, Canada
$17.2M -$94.3K -368 -0.5%
AI
253
Atria Investments
North Carolina
$16.9M -$1.18M -4,616 -7%
KPWS
254
Kestra Private Wealth Services
Texas
$16.7M -$285K -1,112 -2%
AA
255
AJ Advisors
Tennessee
$16.5M +$788K +3,075 +5%
CIA
256
Concurrent Investment Advisors
Florida
$16.5M +$3.96M +15,441 +32%
TNA
257
True North Advisors
Texas
$16.5M +$16.3M +63,812 New
CAM
258
Cresset Asset Management
Illinois
$16.3M +$570K +2,226 +4%
NCM
259
Nelson Capital Management
California
$16.2M -$91.2K -356 -0.6%
WA
260
Wealth Architects
California
$16M -$150K -586 -0.9%
JIC
261
Johnson Investment Counsel
Ohio
$15.9M +$1.04M +4,057 +7%
BWP
262
Burling Wealth Partners
Illinois
$15.7M +$884K +3,451 +6%
William Blair & Company
263
William Blair & Company
Illinois
$15.7M +$298K +1,162 +2%
BFS
264
Bradley Foster & Sargent
Connecticut
$15.6M -$182K -711 -1%
TPF
265
Tribridge Partners Financial
Maryland
$15.5M +$1.04M +4,062 +7%
WPC
266
Wedmont Private Capital
Pennsylvania
$15.4M +$343K +1,337 +2%
ML
267
McAdam LLC
Pennsylvania
$15.4M +$589K +2,300 +4%
PSA
268
Plum Street Advisors
Louisiana
$15.2M +$402K +1,570 +3%
TCOTS
269
Trust Company of the South
North Carolina
$15.1M -$1.23M -4,812 -8%
AWM
270
Aries Wealth Management
Maine
$15M +$1.51M +5,890 +11%
EWA
271
EverSource Wealth Advisors
Alabama
$14.9M +$211K +823 +1%
CGPCS
272
Capital Group Private Client Services
California
$14.8M +$1.52M +5,926 +12%
TPCW
273
TD Private Client Wealth
New York
$14.7M +$686K +2,679 +5%
DF
274
Dunhill Financial
United Kingdom
$14.7M +$1.68M +6,569 +13%
MMPW
275
Mitchell McLeod Pugh & Williams
Alabama
$14.6M +$1.38M +5,382 +11%