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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Coldstream Capital Management
Washington
$15.7M -$1.19M -6,142 -6%
NCM
152
Nelson Capital Management
California
$15.4M -$870K -4,507 -5%
BCM
153
Brookstone Capital Management
Illinois
$15.4M +$918K +4,756 +6%
OPS
154
Orion Portfolio Solutions
Nebraska
$15.2M -$305K -1,581 -2%
WA
155
WBH Advisory
Maryland
$15.2M -$433K -2,242 -3%
Betterment LLC
156
Betterment LLC
New York
$15.2M -$546K -2,830 -3%
SAM
157
SP Asset Management
California
$15.2M +$4.32M +22,346 +35%
SWP
158
Stratos Wealth Partners
Ohio
$15.1M +$472K +2,444 +3%
SG
159
StoneX Group
New York
$14.7M +$931K +4,820 +6%
Comerica Bank
160
Comerica Bank
Texas
$14.5M +$172K +891 +1%
CCG
161
Chatham Capital Group
Georgia
$14.5M -$445K -2,303 -3%
MCM
162
Maryland Capital Management
Maryland
$14.4M +$905K +4,684 +6%
BAM
163
Berkshire Asset Management
Pennsylvania
$14.1M +$15.4M +80,006 New
GVAG
164
Great Valley Advisor Group
Delaware
$14.1M +$5.07M +26,275 +49%
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$14M -$4.75M -24,594 -24%
SC
166
Savant Capital
Illinois
$14M +$11.7M +60,573 +318%
AAP
167
Arax Advisory Partners
Colorado
$14M +$1.08M +5,602 +8%
WIM
168
Warwick Investment Management
Texas
$14M +$3.08M +15,957 +25%
AI
169
Atria Investments
North Carolina
$14M +$3.22M +16,662 +27%
CPIG
170
Chicago Partners Investment Group
Illinois
$13.8M +$270K +1,398 +2%
PFA
171
Pure Financial Advisors
California
$13.7M +$1.9M +9,847 +15%
AWM
172
AE Wealth Management
Kansas
$13.6M +$158K +817 +1%
DADC
173
D.A. Davidson & Co
Montana
$13.5M +$669K +3,465 +5%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$13.5M +$187K +970 +1%
BPA
175
Beacon Pointe Advisors
California
$13.4M -$4.85M -25,110 -25%