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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Nuveen
176
Nuveen
North Carolina
$14.7M +$14.7M +66,000 New
CPIG
177
Chicago Partners Investment Group
Illinois
$14.6M +$232K +1,043 +2%
CAI
178
Capital Advisors Inc
Oklahoma
$14.5M +$64.5K +290 +0.4%
WCWM
179
Wooster Corthell Wealth Management
Connecticut
$14.5M +$296K +1,330 +2%
SA
180
SAM Advisors
California
$14.5M +$14.6M +65,714 New
SG
181
StoneX Group
New York
$14.5M +$798K +3,590 +6%
ETC
182
Exchange Traded Concepts
Oklahoma
$14.4M +$14.7M +65,966 New
AWM
183
Altium Wealth Management
New York
$14.2M +$61.8K +278 +0.4%
BA
184
Bristlecone Advisors
Washington
$14M -$102K -460 -0.7%
PW
185
Peninsula Wealth
California
$14M +$53.1K +239 +0.4%
BFPW
186
BOK Financial Private Wealth
Colorado
$13.8M -$506K -2,276 -3%
BPA
187
Beacon Pointe Advisors
California
$13.5M +$4.66M +20,972 +52%
AA
188
Ancora Advisors
Ohio
$13.4M +$76.3K +343 +0.6%
MFGP
189
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.4M -$282K -1,270 -2%
EWM
190
Empirical Wealth Management
Washington
$13.3M +$1.54M +6,925 +13%
HNB
191
Huntington National Bank
Ohio
$13.2M -$49.6K -223 -0.5%
CB
192
Cadence Bank
Mississippi
$13.1M +$716K +3,223 +6%
HWMG
193
Hurlow Wealth Management Group
Indiana
$13M +$94.7K +426 +0.7%
WTC
194
WhitTier Trust Company
Nevada
$13M
BCM
195
Brookstone Capital Management
Illinois
$13M +$2.07M +9,312 +19%
KCM
196
Kathmere Capital Management
Pennsylvania
$12.8M -$713K -3,208 -5%
V
197
Veritable
Delaware
$12.7M -$121K -543 -0.9%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$12.7M +$432K +1,943 +3%
CWAG
199
Compton Wealth Advisory Group
Virginia
$12.6M +$216K +970 +2%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$12.2M -$397K -1,787 -3%