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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HB Wealth Management
Georgia
$17.6M +$1.7M +7,626 +11%
GAM
227
Gemmer Asset Management
California
$17.2M +$187K +839 +1%
SIA
228
Strategic Investment Advisors
Michigan
$17.2M +$871K +3,906 +6%
SQA
229
Simon Quick Advisors
New Jersey
$17.1M +$11.2M +50,041 +225%
GVAG
230
Great Valley Advisor Group
Delaware
$16.9M -$155K -694 -1%
TA
231
Tectonic Advisors
Texas
$16.9M +$908K +4,070 +6%
SA
232
SAM Advisors
California
$16.9M +$561K +2,513 +4%
AllianceBernstein
233
AllianceBernstein
Tennessee
$16.7M -$3.82M -17,117 -20%
SRC
234
Sage Rhino Capital
California
$16.7M +$716K +3,209 +5%
AL
235
Aspiriant LLC
California
$16.6M -$1.02M -4,578 -6%
MWM
236
Marietta Wealth Management
Georgia
$16.4M +$400K +1,793 +3%
AI
237
Atria Investments
North Carolina
$16.4M +$2.23M +10,015 +17%
GRA
238
Golden Road Advisors
Florida
$16.2M +$182K +816 +1%
BPA
239
Beacon Pointe Advisors
California
$16.2M +$2.15M +9,644 +16%
AM
240
AGF Management
Ontario, Canada
$16.1M -$2.57M -11,514 -14%
AIM
241
Acropolis Investment Management
Missouri
$16.1M +$2.35M +10,515 +18%
TNA
242
True North Advisors
Texas
$15.9M -$3.6M -16,159 -19%
NRI
243
NFP Retirement Inc
California
$15.8M +$12.8M +57,514 +627%
KPWS
244
Kestra Private Wealth Services
Texas
$15.5M +$2.56M +11,494 +21%
AWM
245
Abound Wealth Management
Tennessee
$15.5M +$1.81M +8,110 +14%
IHWM
246
Iron Horse Wealth Management
Iowa
$15.4M +$471K +2,110 +3%
WTC
247
WhitTier Trust Company
Nevada
$15.3M -$8.25K -37 -0.1%
CFP
248
Curran Financial Partners
South Carolina
$15.2M +$2.18M +9,792 +18%
QCM
249
QRG Capital Management
Illinois
$15M +$2.13M +9,553 +18%
AF
250
Allworth Financial
California
$15M +$384K +1,721 +3%