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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Peddock Capital Advisors
Massachusetts
$3.16M +$449K +3,390 +17%
JIC
202
Joel Isaacson & Co
New York
$3.15M +$683K +5,163 +28%
WA
203
Waverly Advisors
Alabama
$3.14M +$1.39M +10,489 +80%
GHAM
204
Gilman Hill Asset Management
Connecticut
$3.14M -$794 -6 -0%
WI
205
Wintrust Investments
Illinois
$3.12M +$530K +4,006 +21%
DAS
206
Dynamic Advisor Solutions
Arizona
$3.09M +$25.9K +196 +0.9%
JAFL
207
Jay A. Fishman Ltd
Michigan
$3.08M +$3.06M +23,125 New
MCTIC
208
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.06M
CTA
209
Chesley Taft & Associates
Illinois
$2.99M -$11.9K -90 -0.4%
BGDI
210
BW Gestao de Investimentos
Brazil
$2.94M -$397K -3,004 -12%
CWM
211
Connecticut Wealth Management
Connecticut
$2.9M +$2.93M +22,159 New
JFG
212
JMG Financial Group
Illinois
$2.9M -$117K -884 -4%
TWA
213
Tillar-Wenstrup Advisors
Ohio
$2.82M +$340K +2,571 +14%
BF
214
BOK Financial
Oklahoma
$2.79M +$234K +1,772 +9%
Brown Advisory
215
Brown Advisory
Maryland
$2.79M +$31.4K +237 +1%
LFAS
216
Level Four Advisory Services
Texas
$2.75M +$1.6M +12,126 +137%
FNFDCM
217
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.68M +$67.9K +513 +3%
WA
218
Wealth Architects
California
$2.67M -$45.4K -343 -2%
AA
219
Advisory Alpha
Michigan
$2.65M -$97.8K -739 -3%
RJA
220
Robshaw & Julian Associates
New York
$2.63M -$72.1K -545 -3%
FMWA
221
Forvis Mazars Wealth Advisors
Missouri
$2.57M +$1.07M +8,120 +73%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$2.53M +$1.99M +15,061 +381%
OC
223
Oppenheimer & Co
New York
$2.53M +$799K +6,038 +47%
CJA
224
C-J Advisory
California
$2.52M -$1.06K -8 -0%
MAM
225
Marquette Asset Management
Minnesota
$2.47M -$151K -1,142 -6%