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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
326
Kathmere Capital Management
Pennsylvania
$6.24M -$522K -2,764 -7%
DY
327
Dowling & Yahnke
California
$6.24M -$120K -634 -2%
AAS
328
Ameritas Advisory Services
Nebraska
$6.23M -$337K -1,784 -5%
AF
329
Allworth Financial
California
$6.19M +$846K +4,479 +14%
DA
330
Drake & Associates
Wisconsin
$6.18M +$321K +1,700 +5%
SC
331
Steph & Co
Wisconsin
$6.12M +$125K +661 +2%
CW
332
Cabot-Wellington
Massachusetts
$6.1M -$1.69M -8,968 -20%
GSIS
333
Global Strategic Investment Solutions
Arizona
$6.09M +$694K +3,678 +12%
NAS
334
Nicolet Advisory Services
Wisconsin
$6.08M +$1.26M +6,669 +24%
SBL
335
Sargent Bickham Lagudis
Colorado
$6.02M +$43K +228 +0.7%
APG
336
Abacus Planning Group
South Carolina
$6.01M -$579K -3,069 -8%
PCA
337
Personal Capital Advisors
California
$5.98M -$407K -2,155 -6%
SF
338
Summit Financial
New Jersey
$5.96M +$918K +4,862 +16%
GWM
339
Gray Wealth Management
Maine
$5.94M +$50.2K +266 +0.8%
RPG
340
Resource Planning Group
Georgia
$5.93M +$166K +879 +3%
William Blair & Company
341
William Blair & Company
Illinois
$5.92M -$483K -2,558 -7%
CCM
342
Chilton Capital Management
Texas
$5.91M -$48K -254 -0.7%
CP
343
Capital Planning
Washington
$5.91M +$497K +2,632 +8%
LNC
344
Lincoln National Corp
Pennsylvania
$5.9M -$401K -2,125 -6%
SPIA
345
Steward Partners Investment Advisory
New York
$5.86M +$514K +2,725 +9%
EPM
346
Elm Partners Management
Pennsylvania
$5.85M -$944K -5,000 -13%
CNBT
347
Cornerstone National Bank & Trust
Illinois
$5.82M +$22.5K +119 +0.4%
BDF
348
Black Diamond Financial
Maryland
$5.78M -$285K -1,511 -4%
OC
349
Oppenheimer & Co
New York
$5.78M +$108K +573 +2%
APIM
350
Agate Pass Investment Management
Washington
$5.76M -$245K -1,299 -4%