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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
SP Asset Management
California
$18.2M +$1.21M +6,512 +7%
Brown Advisory
152
Brown Advisory
Maryland
$17.8M +$9.03M +48,706 +101%
IFPL
153
Investments & Financial Planning LLC
Kentucky
$17.8M +$18M +96,867 New
SG
154
StoneX Group
New York
$17.4M +$611K +3,299 +4%
Comerica Bank
155
Comerica Bank
Texas
$17.4M +$2.23M +12,029 +16%
BP
156
BCK Partners
New York
$17.2M +$858K +4,627 +5%
BCM
157
Brookstone Capital Management
Illinois
$17M +$354K +1,910 +2%
Financial Engines Advisors
158
Financial Engines Advisors
California
$16.9M +$5.32M +28,685 +45%
LIM
159
Leavell Investment Management
Alabama
$16.7M -$594K -3,203 -3%
AAP
160
Arax Advisory Partners
Colorado
$16.6M +$1.29M +6,937 +8%
OPS
161
Orion Portfolio Solutions
Nebraska
$16.5M +$154K +829 +0.9%
WFM
162
Wolff Financial Management
Michigan
$16.3M +$5.89M +31,773 +56%
SC
163
Savant Capital
Illinois
$16.2M +$1.47M +7,915 +10%
CCM
164
Coldstream Capital Management
Washington
$16.2M +$16.3M +88,091 New
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$16.1M -$6.04M -32,581 -27%
FIC
166
Family Investment Center
Missouri
$16M +$16.1M +86,943 New
PAS
167
Park Avenue Securities
New York
$15.9M +$1.55M +8,358 +11%
FA
168
Fiducient Advisors
Illinois
$15.5M +$2.69M +14,499 +21%
NCM
169
Nelson Capital Management
California
$15.4M -$236K -1,276 -1%
CPIG
170
Chicago Partners Investment Group
Illinois
$15.3M -$127K -685 -0.9%
TLFA
171
True Link Financial Advisors
California
$15.2M +$1.24M +6,709 +9%
IDA
172
Intelligence Driven Advisers
California
$15.1M -$285K -1,536 -2%
AWS
173
AJ Wealth Strategies
New York
$15.1M +$3.45M +18,632 +29%
BAM
174
Berkshire Asset Management
Pennsylvania
$15M +$412K +2,221 +3%
CCG
175
Chatham Capital Group
Georgia
$14.9M +$17.8K +96 +0.1%