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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WBH Advisory
Maryland
$18.9M +$141K +634 +0.7%
CA
152
Clearstead Advisors
Ohio
$18.9M +$574K +2,588 +3%
JIC
153
Joel Isaacson & Co
New York
$18.9M +$747K +3,370 +4%
SWP
154
Stratos Wealth Partners
Ohio
$18.8M +$490K +2,211 +3%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$18.1M +$1.91M +8,614 +12%
DIP
156
DT Investment Partners
Pennsylvania
$18.1M +$294K +1,326 +2%
BI
157
Ballast Inc
Kentucky
$17.7M +$1.45M +6,552 +9%
SFI
158
SPC Financial Inc
Maryland
$17.7M +$137K +617 +0.8%
MC
159
McMorgan & Co
California
$17.6M +$17.4M +78,310 New
MA
160
Montag & Associates
Georgia
$17.6M +$2.91M +13,112 +20%
CW
161
Cabot-Wellington
Massachusetts
$17.6M -$174K -786 -1%
VWA
162
Visionary Wealth Advisors
Illinois
$17.5M +$4.65M +20,978 +37%
REMPR
163
Roof Eidam Maycock Peralta (REMP)
California
$17.3M +$461K +2,080 +3%
WT
164
Whittier Trust
California
$17.3M -$415K -1,874 -2%
LIM
165
Leavell Investment Management
Alabama
$16.9M
MCM
166
Maryland Capital Management
Maryland
$16.8M -$20.6K -93 -0.1%
SPIA
167
Steward Partners Investment Advisory
New York
$16.6M +$5.9M +26,645 +57%
DWM
168
Doyle Wealth Management
Florida
$16.4M +$1.82M +8,228 +13%
5L
169
55I LLC
Massachusetts
$16.4M +$8.2M +36,997 +104%
BAM
170
Berkshire Asset Management
Pennsylvania
$16.2M -$1.31M -5,898 -8%
W
171
Wealthquest
Ohio
$16.1M +$6.62M +29,875 +71%
EPM
172
Elm Partners Management
Pennsylvania
$16.1M -$1.08M -4,889 -6%
GCA
173
Genesee Capital Advisors
New York
$16.1M +$15.9M +71,587 New
IA
174
IAM Advisory
Pennsylvania
$16.1M +$15.9M +71,587 New
PSUF
175
People's United Financial
Connecticut
$15.9M +$604K +2,727 +4%