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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EP Wealth Advisors
California
$27.8M -$2.57M -9,508 -8%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$27.8M -$1.99M -7,363 -6%
MWM
178
Modera Wealth Management
New Jersey
$27.1M -$1.49M -5,497 -5%
SAM
179
SP Asset Management
California
$26.8M -$618K -2,283 -2%
BBA
180
BLB&B Advisors
Pennsylvania
$26.4M -$890K -3,290 -3%
SI
181
Stephens Inc
Arkansas
$26.4M -$223K -824 -0.8%
3IP
182
3Chopt Investment Partners
Virginia
$26.2M +$850K +3,141 +3%
PIMG
183
Patriot Investment Management Group
Tennessee
$26M -$468K -1,729 -2%
MWM
184
MBE Wealth Management
Wisconsin
$26M -$483K -1,786 -2%
LNWTC
185
Laird Norton Wetherby Trust Company
Washington
$25.7M +$2.52M +9,313 +10%
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M -$3.36M -12,429 -11%
SC
187
Savant Capital
Illinois
$25.7M -$5.81M -21,469 -18%
WIC
188
Woodmont Investment Counsel
Tennessee
$25.7M +$234K +865 +0.9%
TWM
189
TRB Wealth Management
Texas
$25.6M +$26.5M +97,880 New
CWP
190
Cyndeo Wealth Partners
Florida
$25.4M +$1.17M +4,338 +5%
CFP
191
Curran Financial Partners
South Carolina
$25.2M +$2.62M +9,676 +11%
MNA
192
Manning & Napier Advisors
New York
$25.1M +$2.76M +10,208 +12%
SPIA
193
Steward Partners Investment Advisory
New York
$24.7M -$1.18M -4,361 -4%
Brown Advisory
194
Brown Advisory
Maryland
$24.5M -$776K -2,869 -3%
AC
195
AlphaCore Capital
California
$24.4M +$2.7M +9,964 +12%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$24M +$1.07M +3,971 +5%
Nuveen
197
Nuveen
North Carolina
$23.9M +$2.74M +10,125 +12%
Bessemer Group
198
Bessemer Group
New Jersey
$23.9M -$817K -3,019 -3%
HWM
199
HB Wealth Management
Georgia
$23.9M +$1.38M +5,114 +6%
WA
200
WBH Advisory
Maryland
$23.5M -$823K -3,041 -3%