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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
151
Capital Advisors Inc
Oklahoma
$11.2M -$540K -3,515 -5%
MCM
152
Maryland Capital Management
Maryland
$11.1M -$514K -3,345 -4%
WT
153
Whittier Trust
California
$11M +$175K +1,137 +2%
EC
154
Estate Counselors
Wisconsin
$10.9M +$660K +4,300 +6%
LWAC
155
Laurel Wealth Advisors (California)
California
$10.5M +$5.84M +38,013 +126%
WCWM
156
Wooster Corthell Wealth Management
Connecticut
$10.3M +$112K +727 +1%
PC
157
Permanens Capital
New York
$10.2M +$10.2M +66,317 New
CI
158
CX Institutional
Indiana
$10.2M -$706K -4,599 -6%
AWM
159
Altium Wealth Management
New York
$10.1M -$3.69K -24 -0%
CA
160
Clearstead Advisors
Ohio
$9.97M +$1.36M +8,880 +16%
BA
161
Bristlecone Advisors
Washington
$9.9M -$2.77K -18 -0%
WI
162
WBI Investments
New Jersey
$9.86M +$9.37K +61 +0.1%
CCM
163
Coldstream Capital Management
Washington
$9.82M -$2.54M -16,558 -21%
DY
164
Dowling & Yahnke
California
$9.79M -$284K -1,851 -3%
MNG
165
Manning & Napier Group
New York
$9.72M
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$9.68M -$2.32M -15,110 -19%
WA
167
WP Advisors
California
$9.54M -$2.08M -13,525 -18%
FMWA
168
Forvis Mazars Wealth Advisors
Missouri
$9.46M +$3.3M +21,478 +54%
JIC
169
Joel Isaacson & Co
New York
$9.38M +$1.49M +9,682 +19%
MFGP
170
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.33M +$279K +1,816 +3%
PW
171
Peninsula Wealth
California
$9.31M -$50.2K -327 -0.5%
HWMG
172
Hurlow Wealth Management Group
Indiana
$9.3M -$4.3K -28 -0%
EPM
173
Elm Partners Management
Pennsylvania
$9.29M -$74.8K -487 -0.8%
AFS
174
Axiom Financial Strategies
Indiana
$9.24M +$4.45M +28,971 +93%
AAMC
175
Asset Allocation & Management Company
Illinois
$9.18M +$154 +1 +0%