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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
226
Axiom Financial Strategies
Indiana
$11.8M -$7.81M -34,374 -40%
AI
227
Atria Investments
North Carolina
$11.8M +$365K +1,608 +3%
WFM
228
Wolff Financial Management
Michigan
$11.7M +$11.8M +51,985 New
APG
229
Abacus Planning Group
South Carolina
$11.7M -$286K -1,257 -2%
MFA
230
McClarren Financial Advisors
Pennsylvania
$11.6M +$343K +1,511 +3%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$11.6M +$870K +3,830 +7%
AA
232
ALPS Advisors
Colorado
$11.5M -$151K -665 -1%
HWMG
233
Hurlow Wealth Management Group
Indiana
$11.5M -$429K -1,890 -3%
JWM
234
JFG Wealth Management
Colorado
$10.8M +$1.67M +7,368 +18%
PFA
235
Pure Financial Advisors
California
$10.7M +$1.05M +4,628 +11%
CHP
236
Cable Hill Partners
Oregon
$10.7M +$587K +2,582 +6%
PFA
237
Paradigm Financial Advisors
Missouri
$10.6M +$378K +1,662 +4%
MPW
238
Monterey Private Wealth
California
$10.5M +$165K +726 +2%
UFA
239
US Financial Advisors
Massachusetts
$10.5M +$389K +1,714 +4%
PSUF
240
People's United Financial
Connecticut
$10.5M -$5.53M -24,320 -34%
HSBC Holdings
241
HSBC Holdings
United Kingdom
$10.4M -$1.25M -5,500 -11%
SW
242
SVB Wealth
Massachusetts
$10.4M -$20.9M -91,784 -67%
GT
243
Glenview Trust
Kentucky
$10.3M -$35.4K -156 -0.3%
HNW
244
High Note Wealth
Minnesota
$10.3M -$89.3K -393 -0.9%
AIM
245
Acropolis Investment Management
Missouri
$10.2M -$25.2K -111 -0.2%
WA
246
Wealth Architects
California
$10.2M -$151K -666 -1%
TCM
247
TD Capital Management
Tennessee
$10M -$306K -1,347 -3%
WTA
248
Washington Trust Advisors
Massachusetts
$10M +$10.1M +44,422 New
PWM
249
Praetorian Wealth Management
California
$9.97M +$700K +3,081 +8%
BAM
250
Baldrige Asset Management
Pennsylvania
$9.96M -$14.8K -65 -0.1%