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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Schoolcraft Capital
Colorado
$4.4M -$148K -953 -3%
CTA
227
Chesley Taft & Associates
Illinois
$4.4M -$116K -750 -3%
CA
228
Cambridge Advisors
Nebraska
$4.39M -$93K -600 -2%
SPIA
229
Steward Partners Investment Advisory
New York
$4.39M +$240K +1,546 +6%
SW
230
SVB Wealth
Massachusetts
$4.39M -$17.7K -114 -0.4%
AGA
231
Arkos Global Advisors
Texas
$4.38M +$37.5K +242 +0.9%
DADC
232
D.A. Davidson & Co
Montana
$4.34M +$257K +1,658 +6%
CPA
233
Clear Perspective Advisors
Illinois
$4.29M +$2.12M +13,680 +98%
MGIA
234
Moneta Group Investment Advisors
Missouri
$4.28M +$650K +4,195 +18%
PFA
235
Pathway Financial Advisors
Vermont
$4.26M -$25.7K -166 -0.6%
FNFDCM
236
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.26M -$8.53K -55 -0.2%
BRWA
237
B. Riley Wealth Advisors
Florida
$4.24M +$131K +844 +3%
HR
238
Hardy Reed
Mississippi
$4.19M -$188K -1,213 -4%
WFPG
239
Waller Financial Planning Group
Ohio
$4.17M -$281K -1,813 -6%
NA
240
NewEdge Advisors
Louisiana
$4.17M +$1.28M +8,267 +44%
IWC
241
Integrated Wealth Concepts
Massachusetts
$4.09M +$226K +1,458 +6%
CG
242
Colony Group
Massachusetts
$4.05M +$53.3K +344 +1%
GHAM
243
Gilman Hill Asset Management
Connecticut
$4.05M -$53.3K -344 -1%
RPC
244
Rossmore Private Capital
Connecticut
$4.04M +$222K +1,432 +6%
DY
245
Dowling & Yahnke
California
$4.02M -$11.6K -75 -0.3%
DFA
246
Delta Financial Advisors
Louisiana
$4M +$37.8K +244 +0.9%
MWC
247
MBM Wealth Consultants
Missouri
$3.99M +$227K +1,465 +6%
CWS
248
Cypress Wealth Services
California
$3.99M +$223K +1,441 +6%
CWM
249
Connecticut Wealth Management
Connecticut
$3.99M +$88.5K +571 +2%
WPW
250
Winthrop Partners - WNY
New York
$3.99M +$161K +1,041 +4%