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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$25M +$659K +3,002 +3%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$24.9M +$17.8M +80,918 +263%
Northern Trust
153
Northern Trust
Illinois
$24.8M +$206K +939 +0.8%
BFA
154
Bluestem Financial Advisors
Illinois
$24.7M +$386K +1,758 +2%
JFGLC
155
Johnson Financial Group LLC (Colorado)
Colorado
$24.2M -$18.7M -85,375 -44%
LIM
156
Leavell Investment Management
Alabama
$24.2M +$480K +2,184 +2%
DIP
157
DT Investment Partners
Pennsylvania
$23.2M +$501K +2,282 +2%
CA
158
Crewe Advisors
Utah
$23.2M
MCIA
159
Mountain Capital Investment Advisors
Colorado
$22.9M +$2.44M +11,089 +12%
CHP
160
Cable Hill Partners
Oregon
$22.1M +$1.54M +7,020 +7%
GWA
161
Gratus Wealth Advisors
Virginia
$22M -$502K -2,284 -2%
AAP
162
Arax Advisory Partners
Colorado
$21.9M -$387K -1,764 -2%
AWM
163
Avior Wealth Management
Nebraska
$21.9M +$18.6M +84,540 +528%
BP
164
BCK Partners
New York
$21.8M +$227K +1,032 +1%
PIMG
165
Patriot Investment Management Group
Tennessee
$21.8M -$241K -1,097 -1%
WIC
166
Woodmont Investment Counsel
Tennessee
$21.6M +$678K +3,086 +3%
CRA
167
Clear Rock Advisors
Texas
$21.3M -$137K -623 -0.6%
3IP
168
3Chopt Investment Partners
Virginia
$21.1M +$301K +1,371 +1%
EWA
169
EP Wealth Advisors
California
$21M -$258K -1,173 -1%
RCA
170
Riverview Capital Advisers
Massachusetts
$20.9M +$228K +1,040 +1%
DADC
171
D.A. Davidson & Co
Montana
$20.6M -$320K -1,457 -2%
WA
172
WBH Advisory
Maryland
$20.4M +$74.7K +340 +0.4%
MA
173
Montag & Associates
Georgia
$20.4M -$3.85M -17,534 -16%
SA
174
Sanctuary Advisors
Indiana
$20M +$20.2M +92,165 New
BCI
175
Brinker Capital Investments
Pennsylvania
$19.4M +$1.25M +5,675 +7%