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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
126
Emery Howard Portfolio Management
California
$23.5M +$3.22M +14,543 +16%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$23.3M +$254K +1,145 +1%
IDA
128
Intelligence Driven Advisers
California
$23.1M +$12.2M +55,190 +117%
CFFP
129
Center for Financial Planning
Michigan
$22.8M +$222K +1,000 +1%
EI
130
Ellevest Inc
New York
$22.7M +$2.52M +11,359 +13%
DJSG
131
D.J. St. Germain
Massachusetts
$22.6M -$717K -3,236 -3%
BOH
132
Bank of Hawaii
Hawaii
$22.5M -$11.1K -50 -0.1%
Northern Trust
133
Northern Trust
Illinois
$22.2M +$71.6K +323 +0.3%
PP
134
PrairieView Partners
Minnesota
$22M +$384K +1,734 +2%
CCM
135
Carlson Capital Management
Minnesota
$21.7M -$703K -3,170 -3%
MWP
136
Moller Wealth Partners
$21.2M +$341K +1,538 +2%
OPS
137
Orion Portfolio Solutions
Nebraska
$20.9M +$246K +1,109 +1%
PPA
138
Parametric Portfolio Associates
Washington
$20.8M +$1.15M +5,211 +6%
CCM
139
Coldstream Capital Management
Washington
$20.6M +$7.4M +33,379 +58%
CI
140
CX Institutional
Indiana
$20.4M -$207K -935 -1%
NCM
141
Nelson Capital Management
California
$20.3M +$241K +1,089 +1%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$20.3M -$15.2M -68,414 -43%
Comerica Bank
143
Comerica Bank
Texas
$20.1M +$192K +865 +0.9%
MGIA
144
Moneta Group Investment Advisors
Missouri
$20.1M +$1.55M +6,975 +8%
RFC
145
Regions Financial Corp
Alabama
$19.9M +$833K +3,758 +4%
BFA
146
Bluestem Financial Advisors
Illinois
$19.9M -$2.37M -10,711 -11%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$19.6M +$2.47M +11,134 +15%
BP
148
BCK Partners
New York
$19.4M -$169K -763 -0.9%
BAM
149
Barrett Asset Management
New York
$19.1M +$189K +855 +1%
CCG
150
Chatham Capital Group
Georgia
$19M -$2.44K -11 -0%