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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$11.9M +$101K +533 +0.9%
MFA
227
McClarren Financial Advisors
Pennsylvania
$11.7M +$290K +1,534 +3%
SFS
228
Solitude Financial Services
Virginia
$11.5M +$588K +3,110 +6%
GWM
229
GDS Wealth Management
Texas
$11.4M +$416K +2,201 +4%
PWM
230
Perigon Wealth Management
California
$11.4M +$5.94M +31,450 +122%
AA
231
AJ Advisors
Tennessee
$11.3M +$218K +1,153 +2%
FPAS
232
Focus Partners Advisor Solutions
Missouri
$11.2M +$2.35M +12,416 +28%
WA
233
Wealth Architects
California
$11.2M -$20.6K -109 -0.2%
SFA
234
Spectrum Financial Alliance
Kentucky
$11.2M +$10.6M +56,091 New
AI
235
Atria Investments
North Carolina
$11.1M -$1.71M -9,054 -14%
UFA
236
US Financial Advisors
Massachusetts
$11.1M +$164K +866 +2%
WI
237
WBI Investments
New Jersey
$10.8M +$772K +4,085 +8%
DC
238
DeDora Capital
California
$10.7M +$284K +1,502 +3%
KPWS
239
Kestra Private Wealth Services
Texas
$10.7M -$425K -2,248 -4%
G
240
GenTrust
Florida
$10.7M +$1.53M +8,079 +18%
OHWA
241
Oak Hill Wealth Advisors
Virginia
$10.6M +$407K +2,154 +4%
SCA
242
STALEY CAPITAL ADVISERS
Pennsylvania
$10.6M +$577K +3,053 +6%
CW
243
CIC Wealth
Maryland
$10.6M +$650K +3,441 +7%
Lido Advisors
244
Lido Advisors
California
$10.4M +$2.16M +11,433 +28%
DK
245
David Kennon
Florida
$10.4M +$181K +956 +2%
MWM
246
Modera Wealth Management
New Jersey
$10.4M +$8.64M +45,730 +700%
VVP
247
Venture Visionary Partners
Ohio
$10.4M +$73.3K +388 +0.7%
AWA
248
Arkadios Wealth Advisors
Georgia
$10.4M +$344K +1,823 +4%
CST
249
Charles Schwab Trust
Nevada
$10.3M +$170K +900 +2%
CFS
250
CRA Financial Services
New Jersey
$10.3M +$363K +1,919 +4%