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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
151
Leavell Investment Management
Alabama
$18.3M +$1.07M +4,831 +6%
DIP
152
DT Investment Partners
Pennsylvania
$18.2M +$681K +3,063 +4%
BAM
153
Barrett Asset Management
New York
$18.2M -$345K -1,553 -2%
SPIA
154
Steward Partners Investment Advisory
New York
$17.8M +$1.72M +7,758 +11%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$17.7M +$173K +780 +1%
CCM
156
Coldstream Capital Management
Washington
$17.7M +$1.89M +8,517 +9%
MA
157
Montag & Associates
Georgia
$17.5M +$436K +1,959 +3%
VWA
158
Visionary Wealth Advisors
Illinois
$17.5M +$527K +2,371 +3%
BI
159
Ballast Inc
Kentucky
$17.5M +$268K +1,204 +2%
DWM
160
Doyle Wealth Management
Florida
$17.2M +$1.25M +5,633 +8%
EPM
161
Elm Partners Management
Pennsylvania
$16.9M +$1.32M +5,923 +8%
MPW
162
MA Private Wealth
California
$16.9M +$5.96M +26,806 +53%
5L
163
55I LLC
Massachusetts
$16.9M +$996K +4,481 +6%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$16.8M +$17.1M +76,732 New
MCM
165
Maryland Capital Management
Maryland
$16.6M +$343K +1,542 +2%
REMPR
166
Roof Eidam Maycock Peralta (REMP)
California
$16.6M -$238K -1,071 -1%
MC
167
McMorgan & Co
California
$16.4M -$719K -3,234 -4%
WT
168
Whittier Trust
California
$16.4M -$386K -1,738 -2%
Betterment LLC
169
Betterment LLC
New York
$16.3M +$2.67M +11,999 +19%
CW
170
Cabot-Wellington
Massachusetts
$15.9M -$1.15M -5,174 -7%
BAM
171
Berkshire Asset Management
Pennsylvania
$15.9M +$151K +680 +0.9%
PSUF
172
People's United Financial
Connecticut
$15.4M -$27.8K -125 -0.2%
FA
173
Fiducient Advisors
Illinois
$15.2M -$150K -675 -1%
SMA
174
Sage Mountain Advisors
Georgia
$15.2M -$89.8K -404 -0.6%
PA
175
Parallel Advisors
California
$14.9M -$207K -932 -1%