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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Montag & Associates
Georgia
$11.6M -$2.88M -14,458 -19%
EWM
227
Empirical Wealth Management
Washington
$11.6M -$943K -4,731 -7%
SFS
228
Solitude Financial Services
Virginia
$11.5M +$609K +3,055 +5%
GWM
229
GDS Wealth Management
Texas
$11.5M +$655K +3,285 +6%
BSW
230
Buckingham Strategic Wealth
Missouri
$11.3M -$18.1K -91 -0.2%
PWM
231
Perigon Wealth Management
California
$11.3M +$550K +2,761 +5%
AA
232
AJ Advisors
Tennessee
$11.3M +$565K +2,835 +5%
MFA
233
McClarren Financial Advisors
Pennsylvania
$11.1M -$15.3K -77 -0.1%
CW
234
CIC Wealth
Maryland
$11.1M +$1.09M +5,458 +10%
UFA
235
US Financial Advisors
Massachusetts
$10.8M +$306K +1,538 +3%
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$10.8M +$792K +3,977 +7%
TA
237
Tectonic Advisors
Texas
$10.7M +$3.84M +19,252 +51%
CA
238
Crane Advisory
California
$10.6M +$1.67M +8,403 +17%
DWP
239
Daymark Wealth Partners
Ohio
$10.6M +$4.55M +22,839 +69%
BFG
240
Bleakley Financial Group
New Jersey
$10.6M -$9.71M -48,728 -47%
SS
241
Simplicity Solutions
Minnesota
$10.6M -$9.71M -48,728 -47%
Lido Advisors
242
Lido Advisors
California
$10.6M +$688K +3,453 +7%
WA
243
Wealth Architects
California
$10.5M -$85.7K -430 -0.8%
OHWA
244
Oak Hill Wealth Advisors
Virginia
$10.5M +$440K +2,210 +4%
DC
245
DeDora Capital
California
$10.3M +$133K +667 +1%
CST
246
Charles Schwab Trust
Nevada
$10.2M -$396K -1,988 -4%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$10.2M +$430K +2,157 +4%
DK
248
David Kennon
Florida
$10.1M +$168K +843 +2%
CFS
249
CRA Financial Services
New Jersey
$10M +$278K +1,397 +3%
MCM
250
MAI Capital Management
Ohio
$10M +$928K +4,659 +10%