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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOH
101
Bank of Hawaii
Hawaii
$18.3M -$773K -5,033 -4%
EW
102
Emerson Wealth
Michigan
$17.9M -$394K -2,563 -2%
EWA
103
EP Wealth Advisors
California
$17.9M -$51.2M -333,350 -74%
CWM
104
Connecticut Wealth Management
Connecticut
$17.8M +$17.8M +115,904 New
WIC
105
Whitegate Investment Counselors
New Hampshire
$17.8M +$1.43M +9,290 +9%
DIP
106
DT Investment Partners
Pennsylvania
$17.7M +$17.7M +115,392 New
CCM
107
Carlson Capital Management
Minnesota
$17.6M +$175K +1,138 +1%
PPA
108
Parametric Portfolio Associates
Washington
$17.2M -$1.07M -6,959 -6%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$16.3M +$386K +2,514 +3%
FA
110
Fiducient Advisors
Illinois
$16.3M -$1.33M -8,688 -8%
UTC
111
Unified Trust Company
Kentucky
$16.2M +$658K +4,287 +4%
MMA
112
Miracle Mile Advisors
California
$16.2M +$2.76M +17,962 +21%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$16.1M +$1.55M +10,085 +11%
CFFP
114
Center for Financial Planning
Michigan
$16M +$443K +2,881 +3%
SW
115
SVB Wealth
Massachusetts
$16M +$1.75M +11,398 +12%
Comerica Bank
116
Comerica Bank
Texas
$16M -$520K -3,385 -3%
EIG
117
Ellenbecker Investment Group
Wisconsin
$15.9M +$4.72M +30,697 +42%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$15.9M +$698K +4,546 +5%
PP
119
PrairieView Partners
Minnesota
$15.8M +$139K +902 +0.9%
BFA
120
Bluestem Financial Advisors
Illinois
$15.7M +$500K +3,254 +3%
CL
121
Choreo LLC
Illinois
$15.4M +$260K +1,692 +2%
MWP
122
Moller Wealth Partners
$15.4M -$1.38M -8,976 -8%
MPW
123
MA Private Wealth
California
$15.4M +$72.5K +472 +0.5%
CCA
124
Column Capital Advisors
Indiana
$15.1M +$2.81M +18,303 +10%
JFGLC
125
Johnson Financial Group LLC (Colorado)
Colorado
$15M -$599K -3,898 -4%