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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Baldrige Asset Management
Pennsylvania
$8.59M +$549K +3,113 +8%
EC
227
Estate Counselors
Wisconsin
$8.59M -$4.77M -27,050 -38%
HB
228
Homrich & Berg
Georgia
$8.55M +$3.15M +17,854 +68%
AFS
229
Annapolis Financial Services
Maryland
$8.53M +$7.73M +43,804 New
PWM
230
Praetorian Wealth Management
California
$8.49M -$18.3K -104 -0.2%
GWA
231
GGM Wealth Advisors
Maryland
$8.44M +$7.24M +41,035 New
GT
232
Glenview Trust
Kentucky
$8.4M -$153K -865 -2%
APC
233
Asset Planning Corporation
Tennessee
$8.4M +$7.61M +43,158 New
W
234
WealthOne
New York
$8.3M -$323K -1,831 -4%
WFA
235
West Financial Advisors
Iowa
$8.27M +$7.49M +42,485 New
CCM
236
Condor Capital Management
New Jersey
$8.23M +$137K +776 +2%
Lazard Asset Management
237
Lazard Asset Management
New York
$8.15M +$1.41K +8 +0%
CFGF
238
Compass Financial Group (Florida)
Florida
$7.98M -$36.3K -206 -0.5%
MFA
239
McClarren Financial Advisors
Pennsylvania
$7.91M +$7.17M +40,644 New
RPG
240
Resource Planning Group
Georgia
$7.78M -$186K -1,055 -3%
PFA
241
Pure Financial Advisors
California
$7.75M -$283K -1,607 -4%
JBA
242
Johnson Bixby & Associates
Washington
$7.74M +$7.01M +39,740 New
BC
243
Bartlett & Co
Ohio
$7.68M +$31.8K +180 +0.5%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$7.68M +$31.8K +180 +0.5%
TWA
245
Tillar-Wenstrup Advisors
Ohio
$7.66M -$1.08M -6,115 -13%
BP
246
Ballentine Partners
Massachusetts
$7.65M
BCA
247
Bray Capital Advisors
Florida
$7.64M -$28.9K -164 -0.4%
CFS
248
CRA Financial Services
New Jersey
$7.62M -$142K -807 -2%
MA
249
Mosaic Advisors
Texas
$7.59M +$6.88M +38,972 New
TCM
250
Twele Capital Management
Minnesota
$7.46M -$1.69M -9,579 -20%