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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
226
Compton Wealth Advisory Group
Virginia
$23.5M -$49.3K -172 -0.2%
KBFS
227
Kohmann Bosshard Financial Services
Ohio
$23.4M -$420K -1,464 -2%
TCM
228
Twele Capital Management
Minnesota
$23.2M -$488K -1,703 -2%
CIA
229
Concurrent Investment Advisors
Florida
$23M +$3.62M +12,635 +20%
SIC
230
Salem Investment Counselors
North Carolina
$22.7M +$8.6K +30 +0%
RRWA
231
Rainey & Randall Wealth Advisors
Florida
$22.6M +$846K +2,953 +4%
AI
232
Atria Investments
North Carolina
$22.6M +$3.19M +11,148 +18%
SA
233
SAM Advisors
California
$22.6M +$293K +1,024 +1%
REMPR
234
Roof Eidam Maycock Peralta (REMP)
California
$22.6M -$248K -867 -1%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$22.6M +$271K +947 +1%
FSWA
236
Financial Synergies Wealth Advisors
Texas
$22.5M -$764K -2,666 -3%
JIC
237
Johnson Investment Counsel
Ohio
$22.4M +$4M +13,942 +23%
William Blair & Company
238
William Blair & Company
Illinois
$22.2M +$2.79M +9,749 +15%
CST
239
Charles Schwab Trust
Nevada
$22.2M -$982K -3,427 -4%
MWM
240
Marietta Wealth Management
Georgia
$21.9M +$180K +628 +0.9%
GVAG
241
Great Valley Advisor Group
Delaware
$21.8M +$637K +2,224 +3%
OFS
242
OneAscent Financial Services
Alabama
$21.7M -$340K -1,185 -2%
FMWA
243
Forvis Mazars Wealth Advisors
Missouri
$21.4M -$1.6M -5,572 -7%
NRI
244
NFP Retirement Inc
California
$21.4M -$991K -3,458 -5%
GAM
245
Gemmer Asset Management
California
$21.1M -$15.5K -54 -0.1%
GRA
246
Golden Road Advisors
Florida
$20.9M -$161K -561 -0.8%
VA
247
VestGen Advisors
Illinois
$20.8M -$1.22M -4,247 -6%
BFS
248
Bradley Foster & Sargent
Connecticut
$20.5M +$1.37M +4,784 +8%
AWM
249
Abound Wealth Management
Tennessee
$20.4M -$28.4K -99 -0.1%
AA
250
AJ Advisors
Tennessee
$20.2M +$364K +1,269 +2%