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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
401
Robertson Stephens Wealth Management
California
$8.04M -$167K -698 -2%
PIA
402
Pinion Investment Advisors
Kansas
$8.02M +$3.88M +16,255 +82%
SCA
403
Sandy Cove Advisors
Massachusetts
$8.01M +$102K +427 +1%
LIG
404
Lokken Investment Group
Delaware
$7.95M +$201K +843 +2%
PL
405
Plancorp LLC
Missouri
$7.95M +$7.93M +33,224 +1,271%
JBA
406
Johnson Bixby & Associates
Washington
$7.94M +$224K +936 +3%
Lazard Asset Management
407
Lazard Asset Management
New York
$7.9M -$70.9K -297 -0.8%
BKA
408
Brick & Kyle Associates
Pennsylvania
$7.88M -$50.4K -211 -0.6%
SC
409
Steph & Co
Wisconsin
$7.85M -$703K -2,942 -8%
CIA
410
Concurrent Investment Advisors
Florida
$7.79M -$2.43M -10,164 -22%
CTA
411
Chesley Taft & Associates
Illinois
$7.79M -$50.4K -211 -0.6%
B
412
Bailard
California
$7.79M -$4.06K -17 -0%
CNBT
413
Cornerstone National Bank & Trust
Illinois
$7.79M +$6.93K +29 +0.1%
OL
414
Optas LLC
Texas
$7.76M +$4.09M +17,127 +96%
RC
415
Rareview Capital
Nevada
$7.75M +$4.47M +18,735 +115%
DWM
416
Dynasty Wealth Management
Florida
$7.73M +$251K +1,051 +3%
WMG
417
WESCAP Management Group
California
$7.73M -$273K -1,143 -3%
RIM
418
RW Investment Management
Idaho
$7.72M +$1.17M +4,911 +16%
BWM
419
Benchmark Wealth Management
Connecticut
$7.71M -$464K -1,945 -5%
UFA
420
US Financial Advisors
Massachusetts
$7.69M -$306K -1,281 -4%
EWA
421
Exencial Wealth Advisors
Oklahoma
$7.69M -$249K -1,044 -3%
SFA
422
Sequoia Financial Advisors
Ohio
$7.69M +$1.32M +5,513 +19%
PF
423
Prosperitas Financial
California
$7.68M +$1.29M +5,387 +18%
PWM
424
Praetorian Wealth Management
California
$7.65M +$238K +996 +3%
AAS
425
Annex Advisory Services
Wisconsin
$7.58M -$7.85M -32,886 -49%