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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Brookstone Capital Management
Illinois
$20.8M +$1.69M +8,959 +9%
SS
152
Simplicity Solutions
Minnesota
$20.8M -$55.2K -292 -0.3%
BFG
153
Bleakley Financial Group
New Jersey
$20.8M +$819K +4,334 +4%
CA
154
Crewe Advisors
Utah
$20.8M
BFA
155
Bluestem Financial Advisors
Illinois
$20.6M -$60.3K -319 -0.3%
SAM
156
SP Asset Management
California
$20.6M +$622K +3,290 +3%
DOA
157
D'Orazio & Associates
Virginia
$20.2M -$1.4M -7,392 -7%
Brown Advisory
158
Brown Advisory
Maryland
$20.2M -$661K -3,499 -3%
BFPW
159
BOK Financial Private Wealth
Colorado
$20M -$526K -2,785 -3%
LIM
160
Leavell Investment Management
Alabama
$19.9M +$1.03M +5,466 +6%
EWA
161
EP Wealth Advisors
California
$19.9M +$6.28M +33,221 +1,947%
FIC
162
Family Investment Center
Missouri
$19.7M +$1.23M +6,489 +7%
CPIG
163
Chicago Partners Investment Group
Illinois
$19.6M +$2.34M +12,391 +15%
BP
164
BCK Partners
New York
$19.2M +$487K +2,575 +3%
AAP
165
Arax Advisory Partners
Colorado
$18.8M +$345K +1,827 +2%
CW
166
CreativeOne Wealth
Kansas
$18.6M +$1.23M +6,524 +7%
BCI
167
Brinker Capital Investments
Pennsylvania
$18.4M +$351K +1,858 +2%
OPS
168
Orion Portfolio Solutions
Nebraska
$18.4M +$351K +1,858 +2%
CCG
169
Chatham Capital Group
Georgia
$18.3M +$1.34M +7,074 +8%
DADC
170
D.A. Davidson & Co
Montana
$17.9M +$3.01M +15,921 +22%
AF
171
Advisornet Financial
Minnesota
$17.8M +$540K +2,859 +3%
SIA
172
Strategic Investment Advisors
Michigan
$17.8M +$9.27M +49,057 +121%
WIC
173
Woodmont Investment Counsel
Tennessee
$17.5M +$1.22M +6,444 +8%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$17.1M -$141K -748 -0.9%
SC
175
Savant Capital
Illinois
$17M -$496K -2,623 -3%