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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$17.4M +$596K +2,827 +4%
SWP
152
Stratos Wealth Partners
Ohio
$17.4M +$250K +1,185 +1%
JIC
153
Joel Isaacson & Co
New York
$17.3M +$2.64M +12,524 +18%
DIP
154
DT Investment Partners
Pennsylvania
$16.9M -$1.39M -6,589 -8%
LIM
155
Leavell Investment Management
Alabama
$16.9M +$274K +1,299 +2%
CW
156
Cabot-Wellington
Massachusetts
$16.9M -$144K -682 -0.9%
WT
157
Whittier Trust
California
$16.8M +$157K +743 +1%
SFI
158
SPC Financial Inc
Maryland
$16.7M +$360K +1,711 +2%
BAM
159
Berkshire Asset Management
Pennsylvania
$16.6M -$192K -909 -1%
UFA
160
US Financial Advisors
Massachusetts
$16.6M -$802K -3,808 -5%
EPM
161
Elm Partners Management
Pennsylvania
$16.4M +$1.52M +7,224 +10%
FMWA
162
Forvis Mazars Wealth Advisors
Missouri
$16.3M +$1.18M +5,611 +8%
REMPR
163
Roof Eidam Maycock Peralta (REMP)
California
$16M -$279K -1,323 -2%
MCM
164
Maryland Capital Management
Maryland
$16M +$266K +1,262 +2%
SMA
165
Sage Mountain Advisors
Georgia
$15.8M +$2.19M +10,405 +16%
FSA
166
Financial Services Advisory
Maryland
$15.5M -$4.15M -19,689 -21%
BI
167
Ballast Inc
Kentucky
$15.5M -$1.17M -5,544 -7%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$15.4M -$461K -2,186 -3%
KCM
169
Kathmere Capital Management
Pennsylvania
$15.3M -$1.75M -8,288 -10%
FA
170
Fiducient Advisors
Illinois
$15.2M -$7.32M -34,762 -33%
PSUF
171
People's United Financial
Connecticut
$14.6M +$1.83M +8,668 +15%
BFPW
172
BOK Financial Private Wealth
Colorado
$14.5M -$2.83M -13,452 -17%
PPFA
173
Provida Pension Fund Administrator
Chile
$14.2M -$7.65M -36,310 -35%
CAI
174
Capital Advisors Inc
Oklahoma
$14.2M -$443K -2,103 -3%
WCWM
175
Wooster Corthell Wealth Management
Connecticut
$14M -$238K -1,131 -2%