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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
426
Brooklyn FI
New York
$6.3M +$1.69M +8,749 +42%
CMAI
427
Capital Management Associates Inc
Minnesota
$6.29M +$5.68M +29,503 New
IFAM
428
Institutional & Family Asset Management
Colorado
$6.23M +$178K +926 +3%
FWP
429
Family Wealth Partners
North Carolina
$6.14M +$5.55M +28,798 New
CNBT
430
Cornerstone National Bank & Trust
Illinois
$6.13M -$84.4K -438 -2%
EWM
431
Evercore Wealth Management
New York
$6.13M +$79.2K +411 +1%
APG
432
Abacus Planning Group
South Carolina
$6.11M -$309K -1,602 -5%
RCAG
433
Rehmann Capital Advisory Group
Michigan
$6.06M +$123K +638 +2%
FCBT
434
First Citizens Bank & Trust
North Carolina
$6.05M +$3.69M +19,133 +207%
QIM
435
Quest Investment Management
Oregon
$6.05M -$206K -1,069 -4%
CWMU
436
Caliber Wealth Management (Utah)
Utah
$6.04M +$963 +5 +0%
AA
437
Ancora Advisors
Ohio
$6.03M -$198K -1,026 -4%
Nuveen
438
Nuveen
North Carolina
$6.02M +$1.59M +8,230 +41%
LFP
439
Leeward Financial Partners
Washington
$5.9M -$103K -533 -2%
SAG
440
SageView Advisory Group
California
$5.84M +$392K +2,032 +8%
FCI
441
Financial Counselors Inc
Kansas
$5.83M +$1.14M +5,893 +28%
FNFDCM
442
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.82M -$160K -829 -3%
AF
443
Advisornet Financial
Minnesota
$5.81M -$12.4M -64,244 -70%
AC
444
Apella Capital
Connecticut
$5.81M +$918K +4,766 +20%
Kovitz Investment Group Partners
445
Kovitz Investment Group Partners
Illinois
$5.79M +$117K +608 +2%
JWCA
446
J.W. Cole Advisors
Florida
$5.78M +$1.45M +7,543 +39%
TCOTS
447
Trust Company of the South
North Carolina
$5.77M +$5.21M +27,057 New
TWM
448
TriaGen Wealth Management
California
$5.76M +$168K +874 +3%
FPB
449
First PREMIER Bank
South Dakota
$5.7M -$342K -1,776 -6%
EA
450
Evolution Advisers
Virginia
$5.68M +$6.17K +32 +0.1%