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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
426
Bay Harbor Wealth Management
Maryland
$4.98M -$91.3K -483 -2%
WCA
427
Waypoint Capital Advisors
Minnesota
$4.98M +$110K +583 +2%
Nuveen
428
Nuveen
North Carolina
$4.97M +$2.36M +12,500 +100%
TWM
429
TriaGen Wealth Management
California
$4.97M +$177K +936 +4%
PPP
430
Private Portfolio Partners
New Jersey
$4.93M -$1.13K -6 -0%
BCA
431
Bay Colony Advisors
Massachusetts
$4.92M +$222K +1,173 +5%
SLT
432
St Louis Trust
Missouri
$4.91M +$1.68M +8,881 +56%
NEAM
433
New England Asset Management
Connecticut
$4.88M – – –
VA
434
Valmark Advisers
Ohio
$4.86M +$161K +854 +4%
AFS
435
Axiom Financial Strategies
Indiana
$4.81M -$2.89M -15,300 -39%
AA
436
ALPS Advisors
Colorado
$4.79M +$28.3K +150 +0.6%
TA
437
Trellis Advisors
Washington
$4.78M +$174K +923 +4%
LFP
438
Leeward Financial Partners
Washington
$4.78M +$752K +3,981 +20%
CG
439
Colony Group
Massachusetts
$4.77M -$9.26K -49 -0.2%
LIG
440
Lokken Investment Group
Delaware
$4.77M +$958K +5,069 +27%
JJBC
441
James J. Burns & Company
New York
$4.74M +$252K +1,332 +6%
CAC
442
Certified Advisory Corp
Florida
$4.7M -$221K -1,169 -5%
CWS
443
Cypress Wealth Services
California
$4.66M +$27.8K +147 +0.6%
AO
444
Advisor OS
Illinois
$4.65M +$347K +1,838 +9%
MA
445
Mutual Advisors
Nebraska
$4.63M -$1.56M -8,274 -26%
FHC
446
First Heartland Consultants
Missouri
$4.59M +$283K +1,499 +7%
CIA
447
Compass Ion Advisors
Pennsylvania
$4.53M +$2.04M +10,799 +90%
AIS
448
American Investment Services
Massachusetts
$4.52M -$1.13M -5,960 -21%
RA
449
Ruggaard & Associates
Ohio
$4.47M +$256K +1,353 +6%
AIP
450
Ameritas Investment Partners
Nebraska
$4.46M +$192K +1,014 +5%