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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
151
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.01M -$205K -1,363 -2%
PW
152
Peninsula Wealth
California
$7M -$202K -1,346 -2%
WFA
153
Wellspring Financial Advisors
Ohio
$7M +$9.11M +60,632 New
PA
154
Paracle Advisors
Washington
$6.91M +$4.48M +29,792 +99%
AFS
155
Axiom Financial Strategies
Indiana
$6.88M +$8.96M +59,597 New
AWM
156
Altium Wealth Management
New York
$6.88M +$6.26M +41,625 +232%
CCM
157
Condor Capital Management
New Jersey
$6.87M +$256K +1,704 +3%
TCM
158
Twele Capital Management
Minnesota
$6.83M +$588K +3,913 +7%
AAMC
159
Asset Allocation & Management Company
Illinois
$6.79M +$301 +2 +0%
WT
160
Whittier Trust
California
$6.78M +$3.86M +25,702 +78%
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$6.67M +$3.98M +26,500 +85%
PSUF
162
People's United Financial
Connecticut
$6.5M -$135K -901 -2%
HWMG
163
Hurlow Wealth Management Group
Indiana
$6.48M +$2.85M +18,959 +54%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$6.48M +$1.2M +7,964 +17%
Kovitz Investment Group Partners
165
Kovitz Investment Group Partners
Illinois
$6.37M +$6.95M +46,244 +520%
WTC
166
WhitTier Trust Company
Nevada
$6.29M +$430K +2,859 +6%
CW
167
CreativeOne Wealth
Kansas
$6.25M +$2.05M +13,630 +34%
GFPC
168
Global Financial Private Capital
Florida
$6.22M -$837K -5,569 -9%
MNG
169
Manning & Napier Group
New York
$6.05M
WA
170
Wealth Architects
California
$5.99M +$4.74M +31,538 +155%
MWA
171
MFA Wealth Advisors
Pennsylvania
$5.97M +$7.78M +51,759 New
NHC
172
Nicholas Hoffman & Company
Georgia
$5.76M +$802K +5,338 +12%
CPIG
173
Chicago Partners Investment Group
Illinois
$5.72M -$78K -519 -1%
Janus Henderson Group
174
Janus Henderson Group
$5.7M +$7.2M +47,885 +3,251%
SIC
175
Salem Investment Counselors
North Carolina
$5.68M +$248K +1,649 +3%