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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
401
DOHJ LLC
Washington
$5.23M +$580K +3,129 +12%
SAG
402
SageView Advisory Group
California
$5.19M +$5.24M +28,283 New
JWCA
403
J.W. Cole Advisors
Florida
$5.15M -$139K -749 -3%
JBA
404
Johnson Bixby & Associates
Washington
$5.12M -$80.1K -432 -2%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$5.08M +$320K +1,725 +7%
EA
406
Evolution Advisers
Virginia
$5.06M +$275K +1,483 +6%
CTA
407
Chesley Taft & Associates
Illinois
$5.06M +$186K +1,005 +4%
MA
408
Mutual Advisors
Nebraska
$5.02M -$547K -2,950 -10%
PWM
409
Perigon Wealth Management
California
$5M +$2.3M +12,390 +84%
BHWM
410
Bay Harbor Wealth Management
Maryland
$4.99M -$79.7K -430 -2%
CAG
411
Crestwood Advisors Group
Massachusetts
$4.98M -$124K -668 -2%
RJT
412
Raymond James Trust
Florida
$4.97M -$18.7K -101 -0.4%
WPC
413
Wedmont Private Capital
Pennsylvania
$4.94M +$1.09M +5,882 +29%
IAN
414
Integrated Advisors Network
Texas
$4.91M +$1.32M +7,135 +36%
RCA
415
Riverview Capital Advisers
Massachusetts
$4.88M +$12K +65 +0.2%
CFP
416
Curran Financial Partners
South Carolina
$4.77M -$2.26M -12,172 -32%
FMC
417
First Merchants Corp
Indiana
$4.77M -$50.6K -273 -1%
SCA
418
Snowden Capital Advisors
New York
$4.69M -$162K -873 -3%
FPB
419
First PREMIER Bank
South Dakota
$4.68M -$466K -2,514 -9%
ECM
420
Evergreen Capital Management
Washington
$4.63M -$118K -637 -2%
CG
421
Colony Group
Massachusetts
$4.6M -$1M -5,399 -18%
HR
422
Hardy Reed
Mississippi
$4.59M +$4.64M +25,031 New
PPP
423
Private Portfolio Partners
New Jersey
$4.53M -$119K -641 -3%
MFS
424
McNamara Financial Services
Massachusetts
$4.51M +$1.3K +7 +0%
MSFS
425
Main Street Financial Solutions
Pennsylvania
$4.49M -$90.4K -488 -2%