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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
126
Strategic Blueprint
Georgia
$9.77M +$700K +4,532 +8%
MCIM
127
Meadow Creek Investment Management
Georgia
$9.59M +$158K +1,020 +2%
PW
128
Peninsula Wealth
California
$9.52M +$323K +2,093 +4%
BI
129
Ballast Inc
Kentucky
$9.35M +$250K +1,617 +3%
CG
130
Caprock Group
Idaho
$9.24M +$46.2K +299 +0.5%
CCM
131
Condor Capital Management
New Jersey
$9.11M -$642K -4,156 -7%
AI
132
Atria Investments
North Carolina
$9.02M +$6.53M +42,229 +236%
AWS
133
AJ Wealth Strategies
New York
$9.02M -$462K -2,992 -5%
TCM
134
Twele Capital Management
Minnesota
$9.01M +$2.45M +15,874 +38%
H
135
HoyleCohen
California
$8.83M -$4.18M -27,028 -32%
MWP
136
MYCIO Wealth Partners
Pennsylvania
$8.53M +$117K +758 +1%
PSUF
137
People's United Financial
Connecticut
$8.51M +$596K +3,855 +8%
JAFL
138
Jay A. Fishman Ltd
Michigan
$8.36M +$89.6K +580 +1%
William Blair & Company
139
William Blair & Company
Illinois
$8.27M -$2.09M -13,538 -20%
WTC
140
WhitTier Trust Company
Nevada
$8.09M +$35.4K +229 +0.4%
PFC
141
Personal Financial Consultants
California
$8.06M -$618 -4 -0%
BCA
142
Bray Capital Advisors
Florida
$8.05M -$83.3K -539 -1%
SC
143
Sepio Capital
Utah
$7.98M -$72.9K -472 -0.9%
LPWM
144
Lake Point Wealth Management
Texas
$7.97M
W
145
WealthOne
New York
$7.97M +$482K +3,121 +7%
EP
146
Elkfork Partners
Oregon
$7.9M +$130K +840 +2%
TCM
147
TD Capital Management
Tennessee
$7.89M +$13.4K +87 +0.2%
CS
148
Comerica Securities
Michigan
$7.74M +$13.9K +90 +0.2%
CAM
149
Cresset Asset Management
Illinois
$7.74M +$64.6K +418 +0.9%
SCM
150
Stonehearth Capital Management
Massachusetts
$7.73M -$170K -1,097 -2%