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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EP Wealth Advisors
California
$33.1M +$853K +2,977 +3%
BOH
177
Bank of Hawaii
Hawaii
$32.9M -$515K -1,797 -2%
CFP
178
Curran Financial Partners
South Carolina
$32.2M +$2.84M +9,894 +10%
PA
179
Procyon Advisors
Connecticut
$32.1M -$281K -981 -0.9%
HWM
180
HB Wealth Management
Georgia
$32.1M +$4.24M +14,788 +16%
AC
181
AlphaCore Capital
California
$31.3M +$2.83M +9,859 +11%
MNA
182
Manning & Napier Advisors
New York
$31.2M +$1.99M +6,932 +7%
CWP
183
Cyndeo Wealth Partners
Florida
$31.1M +$1.6M +5,583 +6%
SAM
184
SP Asset Management
California
$31M -$6.02K -21 -0%
SAW
185
Signal Advisors Wealth
Michigan
$30.6M +$10.2M +35,603 +55%
SI
186
Stephens Inc
Arkansas
$30.6M +$38.1K +133 +0.1%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$30.5M +$7.08M +24,708 +33%
MWM
188
Modera Wealth Management
New Jersey
$30.3M -$990K -3,455 -3%
First Manhattan
189
First Manhattan
New York
$30.1M +$2.8M +9,767 +11%
PIMG
190
Patriot Investment Management Group
Tennessee
$29.9M -$204K -713 -0.7%
TWM
191
TRB Wealth Management
Texas
$29.8M +$168K +585 +0.6%
BBA
192
BLB&B Advisors
Pennsylvania
$29.8M -$710K -2,478 -2%
MWM
193
MBE Wealth Management
Wisconsin
$29.7M -$321K -1,119 -1%
WIC
194
Woodmont Investment Counsel
Tennessee
$29.7M -$32.1K -112 -0.1%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$29.2M +$1.31M +4,583 +5%
LNWTC
196
Laird Norton Wetherby Trust Company
Washington
$28.8M -$865K -3,018 -3%
IWA
197
Inspirion Wealth Advisors
Illinois
$28.8M +$2.7M +9,423 +11%
EPM
198
Elm Partners Management
Pennsylvania
$28.6M +$2.52M +8,793 +10%
KHC
199
Koesten Hirschmann & Crabtree
Kansas
$28.1M +$1.45M +5,065 +6%
BFG
200
Bleakley Financial Group
New Jersey
$27.9M +$2.33M +8,137 +10%