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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
201
First Manhattan
New York
$23.4M +$1.81M +6,678 +8%
STA
202
Summit Trail Advisors
New York
$23.4M +$990K +3,660 +4%
GT
203
Glenview Trust
Kentucky
$23.2M +$8.39K +31 +0%
MA
204
Montag & Associates
Georgia
$23.1M +$411K +1,519 +2%
AL
205
Aspiriant LLC
California
$23.1M +$1.85M +6,849 +8%
KHC
206
Koesten Hirschmann & Crabtree
Kansas
$23M +$815K +3,010 +4%
HWMG
207
Hurlow Wealth Management Group
Indiana
$22.9M +$20.8K +77 +0.1%
Financial Engines Advisors
208
Financial Engines Advisors
California
$22.9M -$1.19M -4,390 -5%
UBS AM
209
UBS AM
Illinois
$22.6M +$18.5M +68,302 +378%
IWA
210
Inspirion Wealth Advisors
Illinois
$22.6M +$5.2M +19,231 +29%
SQA
211
Simon Quick Advisors
New Jersey
$22.6M +$1.77M +6,550 +8%
CA
212
Crewe Advisors
Utah
$22.4M
BFS
213
Burrus Financial Services
Utah
$22.3M -$54.7M -202,256 -70%
BFG
214
Bleakley Financial Group
New Jersey
$21.9M -$48.2K -178 -0.2%
EPM
215
Elm Partners Management
Pennsylvania
$21.7M +$2.86M +10,578 +14%
MWC
216
MBM Wealth Consultants
Missouri
$21.7M +$296K +1,092 +1%
NFW
217
Noble Family Wealth
Florida
$21.5M +$882K +3,259 +4%
BP
218
BCK Partners
New York
$21.5M -$18.7K -69 -0.1%
VA
219
VestGen Advisors
Illinois
$20.9M +$10.2M +37,854 +108%
DC
220
DeDora Capital
California
$20.8M +$188K +695 +0.9%
WIC
221
Whitegate Investment Counselors
New Hampshire
$20.6M -$336K -1,242 -2%
KBFS
222
Kohmann Bosshard Financial Services
Ohio
$20.6M -$152K -561 -0.7%
CWAG
223
Compton Wealth Advisory Group
Virginia
$20.5M +$224K +826 +1%
TA
224
Tectonic Advisors
Texas
$20.5M -$296K -1,093 -1%
TCM
225
Twele Capital Management
Minnesota
$20.5M +$812 +3 +0%