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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
551
BKS Advisors
Michigan
$590K
SDWMA
552
Schneider Downs Wealth Management Advisors
Pennsylvania
$590K
GAM
553
Gemmer Asset Management
California
$590K +$307K +2,110 +89%
AMG
554
Asset Management Group
Connecticut
$587K +$228K +1,564 +54%
NSIM
555
North Star Investment Management
Illinois
$584K +$56.3K +387 +10%
IWMA
556
Ironwood Wealth Management (Arizona)
Arizona
$581K +$641K +4,403 New
DWT
557
Dorsey & Whitney Trust
South Dakota
$580K +$107K +734 +20%
CFD
558
Creative Financial Designs
Indiana
$578K -$63.5K -436 -9%
Cerity Partners
559
Cerity Partners
New York
$577K +$209K +1,438 +49%
RMAM
560
Raab & Moskowitz Asset Management
New Jersey
$576K -$18.6K -128 -3%
SFPM
561
Sensible Financial Planning & Management
Massachusetts
$574K
PO
562
Private Ocean
California
$570K +$36.5K +251 +6%
NG
563
Northstar Group
New York
$565K -$76.3K -524 -11%
AWM
564
AllSquare Wealth Management
New York
$565K +$12.8K +88 +2%
GJIC
565
Gamble Jones Investment Counsel
California
$565K +$81.5K +560 +15%
RCA
566
Rex Capital Advisors
Rhode Island
$561K
JSL
567
JT Stratford LLC
Georgia
$559K +$617K +4,236 New
WSFS
568
Wilmington Savings Fund Society
Delaware
$553K +$44.7K +307 +8%
GLA
569
Great Lakes Advisors
Illinois
$552K
GC
570
Gilbert & Cook
Iowa
$551K -$41.3K -284 -6%
TIM
571
Tortoise Investment Management
New York
$551K +$435K +2,989 +252%
HHGA
572
Halbert Hargrove Global Advisors
California
$544K -$344K -2,364 -36%
SWP
573
Strategic Wealth Partners
Ohio
$544K -$11.1K -76 -2%
MHS
574
M Holdings Securities
Oregon
$538K +$4.22K +29 +0.7%
OIA
575
OneDigital Investment Advisors
Kansas
$530K +$77K +529 +15%