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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$23.3M -$2.16M -10,281 -9%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$23.2M -$15.4M -73,080 -40%
CAN
128
Cetera Advisor Networks
California
$23.2M +$1.57M +7,472 +7%
W
129
Wealthquest
Ohio
$23M
EW
130
Emerson Wealth
Michigan
$23M +$342K +1,625 +2%
RFC
131
Regions Financial Corp
Alabama
$22.9M -$90.1K -428 -0.4%
MGIA
132
Moneta Group Investment Advisors
Missouri
$22.6M +$1.12M +5,322 +5%
FMWA
133
Forvis Mazars Wealth Advisors
Missouri
$22.2M +$1.02M +4,837 +5%
PP
134
PrairieView Partners
Minnesota
$21.8M +$63.6K +302 +0.3%
BPA
135
Beacon Pointe Advisors
California
$21.5M +$8.49M +40,308 +66%
MWP
136
Moller Wealth Partners
$21M +$789K +3,747 +4%
DJSG
137
D.J. St. Germain
Massachusetts
$20.9M +$167K +794 +0.8%
Northern Trust
138
Northern Trust
Illinois
$20.6M -$1.83M -8,682 -8%
CCM
139
Coldstream Capital Management
Washington
$20.2M +$889K +4,223 +5%
JIC
140
Joel Isaacson & Co
New York
$20M +$1.05M +4,969 +5%
NCM
141
Nelson Capital Management
California
$19.6M +$175K +831 +0.9%
LIM
142
Leavell Investment Management
Alabama
$19.5M +$1.05M +4,986 +6%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$19.4M +$760K +3,612 +4%
BP
144
BCK Partners
New York
$19.4M +$674K +3,202 +4%
BI
145
Ballast Inc
Kentucky
$19.3M +$1.67M +7,932 +10%
DIP
146
DT Investment Partners
Pennsylvania
$19M +$511K +2,426 +3%
Betterment LLC
147
Betterment LLC
New York
$18.9M +$1.94M +9,194 +12%
DWM
148
Doyle Wealth Management
Florida
$18.8M +$1.5M +7,148 +9%
SW
149
SoFi Wealth
California
$18.8M +$18.6M +88,494 New
BFA
150
Bluestem Financial Advisors
Illinois
$18.8M -$370K -1,757 -2%