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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
201
Warwick Investment Management
Texas
$13.3M -$645K -3,324 -5%
AM
202
AGF Management
Ontario, Canada
$13.2M -$912K -4,705 -6%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$13.1M +$86.7K +447 +0.6%
CHP
204
Cable Hill Partners
Oregon
$13.1M +$1.59M +8,206 +14%
SWP
205
Stratos Wealth Partners
Ohio
$13M -$1.49M -7,659 -10%
WT
206
Whittier Trust
California
$13M -$109K -562 -0.8%
NIM
207
Northeast Investment Management
Massachusetts
$12.8M +$171K +883 +1%
BFA
208
Brown Financial Advisory
Alabama
$12.8M +$185K +955 +1%
SIC
209
Salem Investment Counselors
North Carolina
$12.8M +$118K +607 +0.9%
SA
210
SAM Advisors
California
$12.7M -$634K -3,270 -5%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$12.6M +$331K +1,705 +3%
GT
212
Glenview Trust
Kentucky
$12.5M +$393K +2,028 +3%
AI
213
Atria Investments
North Carolina
$12.3M +$3.53M +18,218 +39%
BPA
214
Beacon Pointe Advisors
California
$12.3M -$493K -2,541 -4%
AF
215
Arrow Financial
New York
$12.1M -$486K -2,505 -4%
FHA
216
Flagship Harbor Advisors
Massachusetts
$12.1M -$161K -828 -1%
MWC
217
MBM Wealth Consultants
Missouri
$12.1M
SPP
218
Single Point Partners
Massachusetts
$11.9M +$1.4M +7,224 +13%
BA
219
Bristlecone Advisors
Washington
$11.8M -$364K -1,875 -3%
WTC
220
WhitTier Trust Company
Nevada
$11.8M +$46.5K +240 +0.4%
AIM
221
Acropolis Investment Management
Missouri
$11.7M -$449K -2,313 -4%
SW
222
SVB Wealth
Massachusetts
$11.5M -$1.22M -6,300 -9%
CWAG
223
Compton Wealth Advisory Group
Virginia
$11.5M +$174K +895 +1%
GAM
224
Gemmer Asset Management
California
$11.5M +$104K +537 +0.9%
SRC
225
Sage Rhino Capital
California
$11.4M -$955K -4,926 -8%