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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
176
Gratus Wealth Advisors
Virginia
$20.9M -$1.22M -5,675 -5%
SC
177
Savant Capital
Illinois
$20.1M +$112K +522 +0.6%
MCIA
178
Mountain Capital Investment Advisors
Colorado
$20.1M +$1.78M +8,293 +10%
BAM
179
Berkshire Asset Management
Pennsylvania
$19.6M +$34.8K +162 +0.2%
CHP
180
Cable Hill Partners
Oregon
$19.6M
BFPW
181
BOK Financial Private Wealth
Colorado
$19.4M -$649K -3,019 -3%
REMPR
182
Roof Eidam Maycock Peralta (REMP)
California
$19.2M +$459K +2,132 +3%
PFA
183
Pure Financial Advisors
California
$19.2M -$70.3K -327 -0.4%
SI
184
Stephens Inc
Arkansas
$19.1M +$1.45M +6,728 +9%
BCI
185
Brinker Capital Investments
Pennsylvania
$19.1M -$154K -716 -0.9%
OPS
186
Orion Portfolio Solutions
Nebraska
$19.1M -$154K -716 -0.9%
NCM
187
Nelson Capital Management
California
$18.7M +$72.3K +336 +0.4%
MFGP
188
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.7M +$139K +644 +0.8%
DJSG
189
D.J. St. Germain
Massachusetts
$18.4M -$407K -1,894 -2%
FA
190
Fiducient Advisors
Illinois
$18.2M -$1.42M -6,596 -8%
HWMG
191
Hurlow Wealth Management Group
Indiana
$18M -$65.8K -306 -0.4%
BCM
192
Brookstone Capital Management
Illinois
$17.8M +$1.52M +7,063 +10%
JWM
193
JFG Wealth Management
Colorado
$17.7M +$767K +3,564 +5%
BPA
194
Beacon Pointe Advisors
California
$17.7M -$796K -3,702 -5%
MWM
195
Marietta Wealth Management
Georgia
$17.6M +$109K +507 +0.7%
CCM
196
Coldstream Capital Management
Washington
$17.5M -$566K -2,629 -3%
PCMC
197
Private Capital Management (Colorado)
Colorado
$17.4M -$191K -889 -1%
NIM
198
Northeast Investment Management
Massachusetts
$17.4M +$1.01M +4,693 +7%
G
199
GenTrust
Florida
$17.2M -$365K -1,698 -2%
AAS
200
Annex Advisory Services
Wisconsin
$17M -$12.9M -60,147 -45%