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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
176
CIBC Bank USA
Illinois
$5.02M +$4.16M +28,749 +552%
PI
177
PFS Investments
Georgia
$4.94M +$4.64M +32,071 New
LFG
178
Larson Financial Group
Missouri
$4.88M +$4.78M +33,043 New
AssetMark Inc
179
AssetMark Inc
California
$4.83M +$108K +747 +2%
William Blair & Company
180
William Blair & Company
Illinois
$4.83M -$75.4K -521 -2%
DY
181
Dowling & Yahnke
California
$4.76M -$107K -741 -2%
JAFL
182
Jay A. Fishman Ltd
Michigan
$4.74M +$99.8K +690 +2%
WT
183
Whittier Trust
California
$4.71M +$220K +1,520 +5%
CPA
184
Clear Perspective Advisors
Illinois
$4.71M +$2.6K +18 +0.1%
JIC
185
Johnson Investment Counsel
Ohio
$4.7M +$289 +2 +0%
CPIG
186
Chicago Partners Investment Group
Illinois
$4.65M -$154K -1,063 -3%
HCIA
187
Hochman Cole Investment Advisors
Illinois
$4.63M +$44.5K +308 +1%
EWM
188
Endurance Wealth Management
Rhode Island
$4.59M
FAIM
189
Financial Advocates Investment Management
Washington
$4.49M +$4.39M +30,365 New
PFA
190
Pathway Financial Advisors
Vermont
$4.44M +$4.34M +30,029 New
MNG
191
Manning & Napier Group
New York
$4.37M
WI
192
Wintrust Investments
Illinois
$4.33M +$486K +3,363 +13%
AA
193
ALPS Advisors
Colorado
$4.31M -$8.57M -59,270 -67%
CB
194
Cadence Bank
Mississippi
$4.23M +$4.14M +28,644 New
CA
195
Cambridge Advisors
Nebraska
$4.18M
GT
196
Glenview Trust
Kentucky
$4.17M -$35.6K -246 -0.9%
RCM
197
Riverhead Capital Management
Delaware
$4.1M -$208K -1,436 -5%
SB
198
Simmons Bank
Arkansas
$4.03M +$506K +3,500 +15%
Brown Advisory
199
Brown Advisory
Maryland
$4M -$2.17K -15 -0.1%
VCM
200
Vivaldi Capital Management
Illinois
$3.99M +$3.9M +26,972 New