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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Park Avenue Securities
New York
$13.4M +$5.35M +23,527 +65%
AA
202
Ancora Advisors
Ohio
$13.4M -$392K -1,725 -3%
WTC
203
WhitTier Trust Company
Nevada
$13.4M
SIC
204
Salem Investment Counselors
North Carolina
$13.3M +$1.05M +4,632 +9%
HWM
205
HB Wealth Management
Georgia
$13.3M +$13.3M +58,658 New
LWAC
206
Laurel Wealth Advisors (California)
California
$13.2M +$12.1M +53,252 +1,024%
JW
207
Jenkins Wealth
Colorado
$13M +$14.2M +62,456 New
V
208
Veritable
Delaware
$13M -$174K -764 -1%
JBA
209
Johnson Bixby & Associates
Washington
$13M +$1.26M +5,554 +11%
AO
210
Advisor OS
Illinois
$12.9M +$1.42M +6,232 +12%
AF
211
Advisornet Financial
Minnesota
$12.6M +$3.39M +14,925 +36%
Nuveen
212
Nuveen
North Carolina
$12.6M -$1.82M -8,000 -12%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$12.5M +$1.4M +6,168 +13%
BFA
214
Brown Financial Advisory
Alabama
$12.4M +$167K +734 +1%
DIA
215
Davidson Investment Advisors
Montana
$12.4M +$2.8M +12,302 +29%
FHA
216
Flagship Harbor Advisors
Massachusetts
$12.4M +$1.56M +6,862 +14%
FFG
217
Fullen Financial Group
Ohio
$12.3M +$87.9K +387 +0.7%
WFA
218
West Financial Advisors
Iowa
$12.2M +$431K +1,895 +4%
KCM
219
Kathmere Capital Management
Pennsylvania
$12.1M -$1.08M -4,745 -8%
SRC
220
Sage Rhino Capital
California
$12.1M +$155K +683 +1%
GVAG
221
Great Valley Advisor Group
Delaware
$12.1M +$304K +1,336 +3%
AAP
222
Arax Advisory Partners
Colorado
$12M +$141K +620 +1%
RWI
223
Red Wave Investments
Pennsylvania
$11.9M +$107K +470 +0.9%
RIM
224
Rockbridge Investment Management
New York
$11.9M +$482K +2,123 +4%
SAM
225
SP Asset Management
California
$11.9M +$12.8M +56,395 New