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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Bluestem Financial Advisors
Illinois
$30.8M +$1.01M +4,091 +3%
BFA
152
Brown Financial Advisory
Alabama
$30.4M +$541K +2,180 +2%
P
153
&Partners
Tennessee
$30.2M +$4.25M +17,121 +17%
WFM
154
Wolff Financial Management
Michigan
$29.9M +$1.01M +4,090 +4%
UCFA
155
United Capital Financial Advisors
Texas
$29.9M +$423K +1,705 +1%
BPA
156
Beacon Pointe Advisors
California
$29.8M +$12.2M +49,078 +72%
NW
157
NewEdge Wealth
Pennsylvania
$29.7M -$218K -880 -0.7%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$29.5M +$4.92M +19,844 +21%
DADC
159
D.A. Davidson & Co
Montana
$29.5M +$1.58M +6,352 +6%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.3M -$902K -3,638 -3%
FTUS
161
Flow Traders U.S.
New York
$29.1M +$28.3M +114,283 New
JFGLC
162
Johnson Financial Group LLC (Colorado)
Colorado
$29M +$666K +2,685 +2%
LIM
163
Leavell Investment Management
Alabama
$28.8M -$800K -3,226 -3%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$28.4M +$9.15M +36,887 +50%
MWM
165
Modera Wealth Management
New Jersey
$28.1M -$198K -798 -0.7%
BOH
166
Bank of Hawaii
Hawaii
$27.9M -$155K -625 -0.6%
PA
167
Procyon Advisors
Connecticut
$27.8M +$24.3M +97,861 +864%
Nuveen
168
Nuveen
North Carolina
$27.7M +$21.3M +85,770 +371%
BCM
169
Brookstone Capital Management
Illinois
$27.5M +$2.49M +10,053 +10%
HCMG
170
Howard Capital Management Group
California
$27.4M +$467K +1,884 +2%
SFS
171
Searcy Financial Services
Kansas
$27.4M +$135K +543 +0.5%
BBA
172
BLB&B Advisors
Pennsylvania
$27.3M -$5.76M -23,223 -18%
SAM
173
SP Asset Management
California
$27.2M -$550K -2,219 -2%
BCI
174
Brinker Capital Investments
Pennsylvania
$27M +$2.39M +9,619 +10%
SI
175
Stephens Inc
Arkansas
$26.9M +$268K +1,079 +1%