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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$13.8M +$772K +2,851 +6%
BP
302
Ballentine Partners
Massachusetts
$13.8M +$1.52M +5,601 +12%
BMC
303
Bear Mountain Capital
Washington
$13.8M +$460K +1,699 +4%
AAS
304
Ameritas Advisory Services
Nebraska
$13.7M -$460K -1,698 -3%
PP
305
PDS Planning
Ohio
$13.6M -$19.2K -71 -0.1%
AMG
306
Asset Management Group
Connecticut
$13.6M -$5.41K -20 -0%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$13.5M -$59K -218 -0.5%
MMPW
308
Mitchell McLeod Pugh & Williams
Alabama
$13.5M -$315K -1,165 -2%
NB
309
Nicolet Bankshares
Wisconsin
$13.5M +$12.1M +44,728 +688%
TIAA Trust, National Association
310
TIAA Trust, National Association
North Carolina
$13.4M -$229M -845,121 -94%
RWA
311
Roberts Wealth Advisors
California
$13.4M +$546K +2,016 +4%
RPC
312
Rossmore Private Capital
Connecticut
$13.4M -$319K -1,177 -2%
GWP
313
Gateway Wealth Partners
Wisconsin
$13.3M +$13.4M +49,626 +4,238%
FFA
314
Farther Finance Advisors
California
$13.2M +$1.57M +5,785 +13%
AWA
315
Arbor Wealth Advisors
Michigan
$13.2M +$1.62K +6 +0%
CAI
316
Capital Advisors Inc
Oklahoma
$13.2M -$166K -613 -1%
BEI
317
Benjamin Edwards Inc
Missouri
$13.1M -$95.3K -352 -0.7%
ATPW
318
Ashton Thomas Private Wealth
Arizona
$13M +$354K +1,307 +3%
KI
319
KTF Investments
California
$13M -$288K -1,066 -2%
SLT
320
St Louis Trust
Missouri
$12.9M -$157K -580 -1%
CFS
321
CRA Financial Services
New Jersey
$12.9M -$699K -2,584 -5%
SCA
322
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M -$39.5K -146 -0.3%
KCM
323
Kathmere Capital Management
Pennsylvania
$12.8M +$478K +1,767 +4%
DWM
324
Dakota Wealth Management
Florida
$12.8M -$400K -1,479 -3%
NP
325
NorthRock Partners
Minnesota
$12.7M -$1.46M -5,377 -10%