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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
301
High Note Wealth
Minnesota
$10.1M +$184K +838 +2%
First Manhattan
302
First Manhattan
New York
$10.1M +$406K +1,849 +4%
CIA
303
Compass Ion Advisors
Pennsylvania
$10.1M +$65.2K +297 +0.7%
APIM
304
Agate Pass Investment Management
Washington
$10.1M -$212K -965 -2%
RPC
305
Rossmore Private Capital
Connecticut
$10.1M +$131K +595 +1%
ME
306
McIlrath & Eck
Washington
$10M +$1.19M +5,400 +13%
MPW
307
Monterey Private Wealth
California
$9.99M +$362K +1,648 +4%
HIM
308
Hanlon Investment Management
New Jersey
$9.97M -$215K -981 -2%
CCM
309
Condor Capital Management
New Jersey
$9.92M -$233K -1,063 -2%
PIA
310
Petredis Investment Advisors
Pennsylvania
$9.9M -$11.6K -53 -0.1%
AWA
311
Arbor Wealth Advisors
Michigan
$9.83M +$30.1K +137 +0.3%
JIC
312
Johnson Investment Counsel
Ohio
$9.8M -$99.3K -452 -1%
CP
313
Capital Planning
Washington
$9.72M +$89.2K +406 +0.9%
SFA
314
Spectrum Financial Alliance
Kentucky
$9.69M +$50.9K +232 +0.5%
BMC
315
Bear Mountain Capital
Washington
$9.65M +$5.27K +24 +0.1%
FOFP
316
Fee-Only Financial Planning
South Carolina
$9.55M -$88.7K -404 -0.9%
CG
317
Caprock Group
Idaho
$9.51M +$1.27M +5,794 +15%
MNA
318
Manning & Napier Advisors
New York
$9.47M +$9.54M +43,445 New
CCM
319
Chilton Capital Management
Texas
$9.43M -$396K -1,804 -4%
SC
320
Steph & Co
Wisconsin
$9.39M -$8.56K -39 -0.1%
FWM
321
Focused Wealth Management
New York
$9.37M +$402K +1,829 +4%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$9.33M +$335K +1,524 +4%
CWA
323
Clarity Wealth Advisors
California
$9.28M -$158K -721 -2%
EWA
324
Evolution Wealth Advisors
Florida
$9.24M -$4.39K -20 -0%
AL
325
Aspiriant LLC
California
$9.24M +$1.27M +5,766 +16%