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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$12.3M -$4.1M -23,259 -27%
PW
177
Peninsula Wealth
California
$12.3M +$424K +2,405 +4%
CPIG
178
Chicago Partners Investment Group
Illinois
$12.1M +$647K +3,669 +7%
WA
179
WP Advisors
California
$12.1M +$18.5K +105 +0.2%
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$11.6M +$68.4K +388 +0.7%
AAP
181
Arax Advisory Partners
Colorado
$11.6M +$240K +1,363 +2%
PSUF
182
People's United Financial
Connecticut
$11.5M +$1.47M +8,305 +16%
CCM
183
Coldstream Capital Management
Washington
$11.5M -$846K -4,796 -8%
HWMG
184
Hurlow Wealth Management Group
Indiana
$11.5M -$251K -1,424 -2%
WTC
185
WhitTier Trust Company
Nevada
$11.4M
MNG
186
Manning & Napier Group
New York
$11.1M
Fiera Capital (Canada)
187
Fiera Capital (Canada)
Quebec, Canada
$10.9M +$58K +329 +0.6%
PC
188
Permanens Capital
New York
$10.8M -$1.89M -10,706 -16%
DY
189
Dowling & Yahnke
California
$10.7M -$1.53M -8,691 -14%
SIC
190
Salem Investment Counselors
North Carolina
$10.5M -$214K -1,212 -2%
AIM
191
Acropolis Investment Management
Missouri
$10.5M -$450K -2,549 -5%
CWAG
192
Compton Wealth Advisory Group
Virginia
$10M +$1.07M +6,040 +13%
DC
193
DeDora Capital
California
$9.92M +$11.8K +67 +0.1%
SRC
194
Sage Rhino Capital
California
$9.8M +$51.5K +292 +0.6%
AWM
195
AE Wealth Management
Kansas
$9.73M +$616K +3,490 +8%
FHA
196
Flagship Harbor Advisors
Massachusetts
$9.59M +$250K +1,416 +3%
PFA
197
Paradigm Financial Advisors
Missouri
$9.55M +$3.33M +18,903 +63%
CB
198
Cadence Bank
Mississippi
$9.47M +$501K +2,842 +6%
APG
199
Abacus Planning Group
South Carolina
$9.45M +$332K +1,883 +4%
SG
200
StoneX Group
New York
$9.38M +$3.74M +21,192 +79%