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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$11M +$611K +3,238 +5%
SMA
202
Sage Mountain Advisors
Georgia
$11M -$318K -1,685 -3%
BFPW
203
BOK Financial Private Wealth
Colorado
$11M -$112K -594 -0.9%
AllianceBernstein
204
AllianceBernstein
Tennessee
$10.9M -$86.3K -457 -0.7%
AWS
205
AJ Wealth Strategies
New York
$10.9M +$513K +2,718 +4%
Financial Engines Advisors
206
Financial Engines Advisors
California
$10.8M +$3.17M +16,789 +36%
SIC
207
Salem Investment Counselors
North Carolina
$10.8M +$166K +880 +1%
SRC
208
Sage Rhino Capital
California
$10.8M +$910K +4,818 +8%
WTC
209
WhitTier Trust Company
Nevada
$10.7M +$334K +1,767 +3%
HSBC Holdings
210
HSBC Holdings
United Kingdom
$10.5M -$17M -90,194 -59%
BRWA
211
B. Riley Wealth Advisors
Florida
$10.3M +$6.11M +32,369 +116%
WIC
212
Woodmont Investment Counsel
Tennessee
$10.3M +$1.26M +6,673 +12%
CHP
213
Cable Hill Partners
Oregon
$10.3M +$1.18M +6,230 +12%
V
214
Veritable
Delaware
$10.2M -$414K -2,192 -4%
PCMC
215
Private Capital Management (Colorado)
Colorado
$10.1M +$4.39M +23,258 +65%
SA
216
Shilanski & Associates
Alaska
$10.1M +$11.2M +59,226 New
CWAG
217
Compton Wealth Advisory Group
Virginia
$10.1M -$56.3K -298 -0.5%
Cerity Partners
218
Cerity Partners
New York
$10.1M +$527K +2,790 +5%
BSW
219
Buckingham Strategic Wealth
Missouri
$10.1M +$839K +4,443 +8%
DK
220
David Kennon
Florida
$9.94M +$11M +58,150 New
CB
221
Cadence Bank
Mississippi
$9.93M -$192K -1,018 -2%
NIM
222
Northeast Investment Management
Massachusetts
$9.88M +$2.11M +11,201 +24%
MWC
223
MBM Wealth Consultants
Missouri
$9.8M +$1.74M +9,216 +20%
EC
224
Estate Counselors
Wisconsin
$9.72M +$3.11M +16,495 +41%
WFM
225
Wolff Financial Management
Michigan
$9.71M +$497K +2,633 +5%