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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
201
NWAM LLC
Washington
$4.87M +$892K +6,003 +23%
MWM
202
Merriman Wealth Management
Washington
$4.84M +$4.71M +31,693 New
MIAN
203
Mariner Independent Advisor Network
Kansas
$4.8M +$385K +2,589 +9%
RCM
204
Riverhead Capital Management
Delaware
$4.8M +$318K +2,140 +7%
CW
205
CreativeOne Wealth
Kansas
$4.75M +$445K +2,994 +11%
MNG
206
Manning & Napier Group
New York
$4.68M
CTA
207
Chesley Taft & Associates
Illinois
$4.63M +$18.6K +125 +0.4%
WFPG
208
Waller Financial Planning Group
Ohio
$4.62M -$295K -1,982 -6%
CA
209
Cambridge Advisors
Nebraska
$4.61M
ECG
210
Edge Capital Group
Georgia
$4.6M -$331K -2,224 -7%
Nuveen
211
Nuveen
North Carolina
$4.58M
PWP
212
Principle Wealth Partners
Connecticut
$4.56M +$228K +1,535 +5%
FAIM
213
Financial Advocates Investment Management
Washington
$4.52M -$880K -5,922 -17%
LFA
214
Landmark Financial Advisors
Kentucky
$4.51M -$110K -741 -2%
OC
215
Oppenheimer & Co
New York
$4.5M +$1.18M +7,961 +37%
EI
216
Ellevest Inc
New York
$4.5M +$4.06M +27,300 +120%
SC
217
Schoolcraft Capital
Colorado
$4.45M +$4.33M +29,143 New
AGA
218
Arkos Global Advisors
Texas
$4.43M -$248K -1,669 -5%
DY
219
Dowling & Yahnke
California
$4.42M +$4.31M +28,960 New
NAS
220
Nicolet Advisory Services
Wisconsin
$4.39M +$4.28M +28,760 New
JIC
221
Joel Isaacson & Co
New York
$4.35M +$32.6K +219 +0.8%
NA
222
Neuburgh Advisers
California
$4.33M +$278K +1,872 +7%
CWM
223
Connecticut Wealth Management
Connecticut
$4.31M -$1.07M -7,220 -20%
AWM
224
Aries Wealth Management
Maine
$4.29M -$24.2K -163 -0.6%
VFA
225
Voya Financial Advisors
Connecticut
$4.26M -$409K -2,754 -9%