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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
126
Hill Island Financial
Michigan
$19.1M -$1.47M -7,778 -6%
EWA
127
EP Wealth Advisors
California
$19.1M -$83.6K -443 -0.4%
CWM
128
Connecticut Wealth Management
Connecticut
$18.9M -$1.27M -6,732 -6%
CI
129
CX Institutional
Indiana
$18.5M +$3.06M +16,213 +18%
CFFP
130
Center for Financial Planning
Michigan
$18.3M +$409K +2,166 +2%
Northern Trust
131
Northern Trust
Illinois
$17.9M +$934K +4,946 +5%
CA
132
Crewe Advisors
Utah
$17.9M +$19.7M +104,334 +30,418%
MWP
133
Moller Wealth Partners
$17.8M +$125K +660 +0.6%
DIP
134
DT Investment Partners
Pennsylvania
$17.2M +$1.37M +7,282 +8%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$17.1M +$4.43M +23,470 +31%
BFA
136
Bluestem Financial Advisors
Illinois
$17M +$289K +1,529 +2%
DJSG
137
D.J. St. Germain
Massachusetts
$16.9M
BI
138
Ballast Inc
Kentucky
$16.9M +$296K +1,568 +2%
SW
139
SoFi Wealth
California
$16.9M +$844K +4,468 +5%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$16.8M +$856K +4,535 +5%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$16.2M +$2.91M +15,403 +19%
DIA
142
Davidson Investment Advisors
Montana
$16.2M +$6.89M +36,472 +62%
LIM
143
Leavell Investment Management
Alabama
$16.1M -$205K -1,085 -1%
DWM
144
Doyle Wealth Management
Florida
$15.9M +$332K +1,760 +2%
SAM
145
SP Asset Management
California
$15.9M +$1.28M +6,767 +8%
SG
146
StoneX Group
New York
$15.7M +$1.52M +8,040 +10%
BCM
147
Brookstone Capital Management
Illinois
$15.4M +$769K +4,074 +5%
JIC
148
Joel Isaacson & Co
New York
$15.4M -$294K -1,556 -2%
ANTB
149
AMG National Trust Bank
Colorado
$15.3M +$8.75M +46,355 +108%
BP
150
BCK Partners
New York
$15.3M -$859K -4,549 -5%