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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$5.11M +$371K +2,327 +8%
SW
227
SVB Wealth
Massachusetts
$5.07M +$327K +2,055 +7%
MGIA
228
Moneta Group Investment Advisors
Missouri
$5.07M +$438K +2,752 +10%
MWC
229
MBM Wealth Consultants
Missouri
$5.03M +$707K +4,440 +17%
OC
230
Oppenheimer & Co
New York
$5M -$87.9K -552 -2%
HWM
231
Howard Wealth Management
Connecticut
$4.99M +$4.8M +30,122 New
PA
232
Paracle Advisors
Washington
$4.99M +$778K +4,886 +19%
AllianceBernstein
233
AllianceBernstein
Tennessee
$4.97M +$181K +1,138 +4%
CAG
234
Crestwood Advisors Group
Massachusetts
$4.93M +$70.9K +445 +2%
SC
235
Schoolcraft Capital
Colorado
$4.87M +$128K +802 +3%
LFA
236
Landmark Financial Advisors
Kentucky
$4.86M -$317K -1,989 -6%
CA
237
Cambridge Advisors
Nebraska
$4.85M +$114K +715 +3%
DADC
238
D.A. Davidson & Co
Montana
$4.84M +$164K +1,029 +4%
BRWA
239
B. Riley Wealth Advisors
Florida
$4.82M +$237K +1,491 +5%
BG
240
Berry Group
Massachusetts
$4.8M +$4.62M +28,990 New
AWM
241
Aries Wealth Management
Maine
$4.8M +$10.8K +68 +0.2%
CTA
242
Chesley Taft & Associates
Illinois
$4.77M +$27.9K +175 +0.6%
NEWAS
243
N.E.W. Advisory Services
Wisconsin
$4.73M +$4.55M +28,582 New
Betterment LLC
244
Betterment LLC
New York
$4.67M +$608K +3,819 +16%
CM
245
Columbus Macro
Pennsylvania
$4.65M -$709K -4,452 -14%
NA
246
NewEdge Advisors
Louisiana
$4.62M +$128K +802 +3%
FNFDCM
247
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.58M -$6.37K -40 -0.1%
AGA
248
Arkos Global Advisors
Texas
$4.57M -$140K -876 -3%
LWAC
249
Laurel Wealth Advisors (California)
California
$4.45M +$349K +2,188 +9%
OFS
250
Oldfather Financial Services
Nebraska
$4.4M +$4.23M +26,567 New