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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
151
Ellevest Inc
New York
$9.88M +$473K +3,520 +5%
BAM
152
Berkshire Asset Management
Pennsylvania
$9.83M -$1.2M -8,900 -12%
EC
153
Estate Counselors
Wisconsin
$9.74M +$7.4M +55,146 +471%
WCWM
154
Wooster Corthell Wealth Management
Connecticut
$9.65M +$102K +760 +1%
AWM
155
Altium Wealth Management
New York
$9.56M +$812K +6,046 +10%
DY
156
Dowling & Yahnke
California
$9.55M +$6.98K +52 +0.1%
BA
157
Bristlecone Advisors
Washington
$9.38M +$18.4K +137 +0.2%
WI
158
WBI Investments
New Jersey
$9.34M +$8.6M +64,070 New
CL
159
Cabana LLC
Arkansas
$9.22M +$8.5M +63,269 New
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
$9.01M +$900K +6,700 +12%
CCM
161
Condor Capital Management
New Jersey
$8.93M +$235K +1,748 +3%
EPM
162
Elm Partners Management
Pennsylvania
$8.88M +$2.38M +17,720 +41%
PW
163
Peninsula Wealth
California
$8.87M +$23.2K +173 +0.3%
AAMC
164
Asset Allocation & Management Company
Illinois
$8.7M +$118K +877 +1%
HWMG
165
Hurlow Wealth Management Group
Indiana
$8.67M +$900K +6,700 +12%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$8.62M +$405K +3,014 +5%
NAMP
167
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.61M -$216K -1,610 -3%
GFPC
168
Global Financial Private Capital
Florida
$8.61M +$710K +5,288 +10%
MFGP
169
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.58M +$2.06M +15,366 +35%
CW
170
CreativeOne Wealth
Kansas
$8.52M +$589K +4,385 +8%
WTC
171
WhitTier Trust Company
Nevada
$8.52M +$532K +3,959 +7%
JAFL
172
Jay A. Fishman Ltd
Michigan
$8.42M -$6.88M -51,269 -47%
Fiera Capital (Canada)
173
Fiera Capital (Canada)
Quebec, Canada
$8.35M -$8.74M -65,098 -53%
AAP
174
Arax Advisory Partners
Colorado
$8.24M +$7.59M +56,524 New
PSUF
175
People's United Financial
Connecticut
$8.19M -$7.25K -54 -0.1%