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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
201
MBM Wealth Consultants
Missouri
$15.5M +$769K +3,993 +6%
NIM
202
Northeast Investment Management
Massachusetts
$15.2M +$54.1K +281 +0.4%
BCM
203
Brookstone Capital Management
Illinois
$15.1M -$8.71M -45,202 -39%
GAM
204
Gemmer Asset Management
California
$15M +$1.28M +6,635 +10%
SIC
205
Salem Investment Counselors
North Carolina
$14.9M +$156K +812 +1%
SA
206
SAM Advisors
California
$14.9M +$252K +1,306 +2%
AF
207
Arrow Financial
New York
$14.8M +$13.5K +70 +0.1%
Franklin Resources
208
Franklin Resources
California
$14.8M -$11.6M -60,150 -46%
GVAG
209
Great Valley Advisor Group
Delaware
$14.6M -$988K -5,128 -7%
BFS
210
Bradley Foster & Sargent
Connecticut
$14.5M +$3.44M +17,836 +36%
FSC
211
Full Sail Capital
Oklahoma
$14.4M +$3.71M +19,239 +40%
EPM
212
Elm Partners Management
Pennsylvania
$14.3M +$879K +4,564 +7%
CW
213
CIC Wealth
Maryland
$14.3M +$1.62M +8,422 +14%
AM
214
AGF Management
Ontario, Canada
$14.2M -$464K -2,407 -3%
TCM
215
Twele Capital Management
Minnesota
$14M +$219K +1,135 +2%
GT
216
Glenview Trust
Kentucky
$13.9M -$737K -3,827 -6%
CWAG
217
Compton Wealth Advisory Group
Virginia
$13.8M +$319K +1,655 +3%
FHA
218
Flagship Harbor Advisors
Massachusetts
$13.7M -$203K -1,054 -2%
AWM
219
Axxcess Wealth Management
California
$13.6M +$2.53M +13,113 +26%
AA
220
AJ Advisors
Tennessee
$13.6M +$705K +3,661 +6%
AIM
221
Acropolis Investment Management
Missouri
$13.5M +$159K +823 +1%
WA
222
Wealth Architects
California
$13.5M +$1.44M +7,448 +13%
BA
223
Bristlecone Advisors
Washington
$13.5M +$68.4K +355 +0.6%
SWP
224
Stratos Wealth Partners
Ohio
$13.4M -$1.33M -6,901 -10%
MWM
225
Modera Wealth Management
New Jersey
$13.4M +$1.99M +10,320 +20%