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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$2.47M +$489K +4,307 +25%
HighTower Advisors
177
HighTower Advisors
Illinois
$2.4M +$287K +2,529 +14%
RJA
178
Robshaw & Julian Associates
New York
$2.39M +$794K +6,995 +51%
WA
179
Wealth Architects
California
$2.35M +$116K +1,024 +5%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$2.3M -$207K -1,827 -8%
MAM
181
Marquette Asset Management
Minnesota
$2.29M -$57.1K -503 -2%
CTA
182
Chesley Taft & Associates
Illinois
$2.29M
FNFDCM
183
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.26M +$2.22M +19,574 New
First Trust Advisors
184
First Trust Advisors
Illinois
$2.23M +$2.19M +19,273 New
MCM
185
Manchester Capital Management
Vermont
$2.22M +$721K +6,345 +49%
PCA
186
Peddock Capital Advisors
Massachusetts
$2.2M +$190K +1,677 +10%
BF
187
BOK Financial
Oklahoma
$2.2M +$38.6K +340 +2%
SB
188
Simmons Bank
Arkansas
$2.19M -$40.2K -354 -2%
TWA
189
Tillar-Wenstrup Advisors
Ohio
$2.16M +$100K +881 +5%
DAS
190
Dynamic Advisor Solutions
Arizona
$2.09M +$29.2K +257 +1%
MFT
191
Moisand Fitzgerald Tamayo
Florida
$2.06M +$69.8K +615 +4%
NL
192
NWAM LLC
Washington
$2.02M +$32.4K +285 +2%
EAM
193
Evanson Asset Management
California
$1.99M +$232K +2,042 +14%
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.97M -$74.3K -654 -4%
HCM
195
HM Capital Management
Missouri
$1.95M +$544K +4,790 +40%
CFA
196
CT Financial Advisors
Pennsylvania
$1.95M -$41.7K -367 -2%
AFP
197
Ausdal Financial Partners
Iowa
$1.92M +$1.16M +10,210 +159%
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$1.87M -$18.3K -161 -1%
GWM
199
Greenwich Wealth Management
Connecticut
$1.87M +$217K +1,907 +13%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$1.85M -$163K -1,436 -8%