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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EP Wealth Advisors
California
$26M +$5.47M +22,910 +24%
AWS
152
Atria Wealth Solutions
New York
$26M -$3.59M -15,018 -11%
MWP
153
Moller Wealth Partners
$25.7M +$2.19M +9,152 +9%
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.6M -$165K -693 -0.6%
BBA
155
BLB&B Advisors
Pennsylvania
$25.6M +$2.11M +8,852 +8%
JFGLC
156
Johnson Financial Group LLC (Colorado)
Colorado
$25.5M +$1.68M +7,043 +7%
AFA
157
AA Financial Advisors
Ohio
$25.5M +$1.78M +7,450 +7%
UCFA
158
United Capital Financial Advisors
Texas
$24.9M -$136K -570 -0.5%
ACI
159
Alpha Cubed Investments
California
$24.7M -$2M -8,373 -7%
WFM
160
Wolff Financial Management
Michigan
$24.7M +$225K +944 +0.9%
AFG
161
Atomi Financial Group
New York
$24.6M +$3.12M +13,072 +13%
NIM
162
Northeast Investment Management
Massachusetts
$24.6M +$1.92M +8,050 +8%
SCM
163
SCS Capital Management
Massachusetts
$24.5M +$26.4M +110,662 New
AAP
164
Arax Advisory Partners
Colorado
$24.4M +$1.19M +4,982 +5%
BOH
165
Bank of Hawaii
Hawaii
$24.3M -$187K -781 -0.7%
CAM
166
Clark Asset Management
New Hampshire
$24.2M +$3.05M +12,776 +13%
OCBCO
167
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.2M +$15.4M +64,296 +144%
MWM
168
Modera Wealth Management
New Jersey
$23.6M +$319K +1,334 +1%
CLGM
169
Capitolis Liquid Global Markets
New York
$23.6M +$25.4M +106,300 New
AWM
170
Axxcess Wealth Management
California
$23.5M +$3.24M +13,584 +15%
HCMG
171
Howard Capital Management Group
California
$23.2M +$25M +104,640 New
FMWA
172
Forvis Mazars Wealth Advisors
Missouri
$22.8M -$5.44M -22,760 -18%
PFA
173
Pure Financial Advisors
California
$22.7M +$1.73M +7,232 +8%
WIC
174
Woodmont Investment Counsel
Tennessee
$22.5M +$247K +1,033 +1%
SI
175
Stephens Inc
Arkansas
$22.4M +$562K +2,353 +2%