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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$5.31M -$610K -3,456 -11%
CP
327
Capital Planning
Washington
$5.31M +$4.81M +27,268 New
CAG
328
Crestwood Advisors Group
Massachusetts
$5.3M -$92.4K -524 -2%
WFA
329
Wellspring Financial Advisors
Ohio
$5.29M -$1.33M -7,563 -22%
WB
330
Webster Bank
Connecticut
$5.28M -$130K -737 -3%
CPA
331
Clear Perspective Advisors
Illinois
$5.27M +$3.57M +20,241 +296%
FSC
332
Full Sail Capital
Oklahoma
$5.26M -$278K -1,575 -6%
SHGA
333
Sand Hill Global Advisors
California
$5.26M -$774K -4,389 -14%
MWM
334
Mascoma Wealth Management
New Hampshire
$5.23M +$4.74M +26,872 New
BHWM
335
Bay Harbor Wealth Management
Maryland
$5.18M +$115K +652 +3%
SCP
336
Shorepoint Capital Partners
Massachusetts
$5.16M -$115K -652 -2%
QIM
337
Quest Investment Management
Oregon
$5.14M +$694K +3,935 +17%
CIM
338
Cambria Investment Management
California
$5.13M +$4.65M +26,380 New
ABC
339
Associated Banc-Corp
Wisconsin
$5.13M +$81K +459 +2%
SC
340
Steph & Co
Wisconsin
$5.12M +$116K +657 +3%
AGA
341
Arkos Global Advisors
Texas
$5.1M +$475K +2,692 +11%
GAM
342
Gemmer Asset Management
California
$5.09M -$186K -1,052 -4%
GSIS
343
Global Strategic Investment Solutions
Arizona
$5.07M -$884K -5,013 -16%
WIC
344
Woodmont Investment Counsel
Tennessee
$5.04M +$710K +4,024 +18%
A
345
AdvicePeriod
California
$5.01M -$98.3K -557 -2%
William Blair & Company
346
William Blair & Company
Illinois
$5M +$623K +3,531 +16%
HIM
347
HawsGoodwin Investment Management
Tennessee
$4.94M -$4.19M -23,724 -48%
SCA
348
STALEY CAPITAL ADVISERS
Pennsylvania
$4.93M +$132K +748 +3%
PPP
349
Private Portfolio Partners
New Jersey
$4.92M +$63K +357 +1%
NA
350
NewEdge Advisors
Louisiana
$4.89M -$284K -1,608 -6%