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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
151
Ellevest Inc
New York
$8.07M +$974K +6,114 +14%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$7.97M +$121K +761 +2%
SRC
153
Sage Rhino Capital
California
$7.89M +$65.1K +409 +0.9%
SIC
154
Salem Investment Counselors
North Carolina
$7.87M +$209K +1,313 +3%
CPIG
155
Chicago Partners Investment Group
Illinois
$7.86M +$516K +3,241 +8%
GT
156
Glenview Trust
Kentucky
$7.84M +$419K +2,629 +6%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$7.83M +$112K +701 +2%
FHA
158
Flagship Harbor Advisors
Massachusetts
$7.77M -$723K -4,537 -9%
ASN
159
Advisory Services Network
Georgia
$7.7M -$135K -848 -2%
CFS
160
CRA Financial Services
New Jersey
$7.61M -$94.1K -591 -1%
NIM
161
Northeast Investment Management
Massachusetts
$7.58M -$12.3K -77 -0.2%
RFM
162
Royal Fund Management
Florida
$7.53M +$329K +2,067 +5%
NHC
163
Nicholas Hoffman & Company
Georgia
$7.38M +$217K +1,365 +3%
H
164
HoyleCohen
California
$7.35M -$297K -1,866 -4%
IAA
165
Independent Advisor Alliance
North Carolina
$7.33M +$7.05M +44,257 New
WCWM
166
Wooster Corthell Wealth Management
Connecticut
$7.25M +$47.1K +296 +0.7%
MCM
167
Manchester Capital Management
Vermont
$7.18M +$70.7K +444 +1%
LPWM
168
Lake Point Wealth Management
Texas
$7.11M +$6.84M +42,921 New
CI
169
CX Institutional
Indiana
$7M -$2.87K -18 -0%
TNB
170
TCF National Bank
South Dakota
$6.96M +$319K +2,004 +5%
EA
171
Elm Advisors
California
$6.94M -$35.5K -223 -0.5%
PWP
172
Principle Wealth Partners
Connecticut
$6.92M +$253K +1,589 +4%
BP
173
Ballentine Partners
Massachusetts
$6.88M -$320K -2,009 -5%
CW
174
CreativeOne Wealth
Kansas
$6.71M +$691K +4,339 +12%
PCG
175
Private Capital Group
Connecticut
$6.64M -$2.13M -13,401 -25%