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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
201
U.S. Capital Wealth Advisors
Texas
$12.6M -$654K -3,530 -5%
WT
202
Whittier Trust
California
$12.6M -$640K -3,451 -5%
WIC
203
Woodmont Investment Counsel
Tennessee
$12.4M +$1.33M +7,179 +12%
SW
204
SVB Wealth
Massachusetts
$12.3M +$2.53M +13,651 +25%
BPA
205
Beacon Pointe Advisors
California
$12.3M -$654K -3,527 -5%
SIC
206
Salem Investment Counselors
North Carolina
$12.3M +$647K +3,489 +6%
NIM
207
Northeast Investment Management
Massachusetts
$12.2M +$1.64M +8,868 +15%
BFA
208
Brown Financial Advisory
Alabama
$12.2M +$175K +942 +1%
AF
209
Arrow Financial
New York
$12.2M -$663K -3,578 -5%
SRC
210
Sage Rhino Capital
California
$11.9M +$365K +1,971 +3%
FHA
211
Flagship Harbor Advisors
Massachusetts
$11.9M -$134K -723 -1%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$11.8M -$11.5K -62 -0.1%
BA
213
Bristlecone Advisors
Washington
$11.8M -$161K -871 -1%
AIM
214
Acropolis Investment Management
Missouri
$11.7M -$259K -1,397 -2%
GT
215
Glenview Trust
Kentucky
$11.7M +$2.67M +14,406 +29%
AWM
216
AE Wealth Management
Kansas
$11.4M -$2.36M -12,737 -17%
WTC
217
WhitTier Trust Company
Nevada
$11.4M -$130K -700 -1%
Nuveen
218
Nuveen
North Carolina
$11.2M -$2.97M -16,000 -21%
CHP
219
Cable Hill Partners
Oregon
$11.1M +$85.4K +461 +0.8%
GAM
220
Gemmer Asset Management
California
$11.1M +$1.01M +5,441 +10%
V
221
Veritable
Delaware
$11M +$57.5K +310 +0.5%
CWAG
222
Compton Wealth Advisory Group
Virginia
$11M +$141K +763 +1%
IWC
223
Integrated Wealth Concepts
Massachusetts
$11M -$1.21M -6,552 -10%
BSW
224
Buckingham Strategic Wealth
Missouri
$10.9M +$130K +703 +1%
DK
225
David Kennon
Florida
$10.6M -$92.1K -497 -0.9%