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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$19M -$1.26M -5,077 -6%
TA
227
Tectonic Advisors
Texas
$18.9M +$774K +3,122 +4%
BTWM
228
Brass Tax Wealth Management
Ohio
$18.5M -$16.1M -64,864 -47%
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$18.4M -$3.55M -14,313 -16%
AllianceBernstein
230
AllianceBernstein
Tennessee
$18.4M +$466K +1,878 +3%
DW30
231
Drucker Wealth 3.0
New Jersey
$18.3M -$4.57M -18,437 -20%
SA
232
SAM Advisors
California
$18.3M +$182K +732 +1%
CA
233
Crane Advisory
California
$18.2M -$809K -3,263 -4%
TI
234
Tidal Investments
Wisconsin
$18.2M +$12.4M +49,839 +230%
FWP
235
Fiduciary Wealth Partners
Massachusetts
$18.1M +$12.3M +49,542 +230%
MWM
236
Marietta Wealth Management
Georgia
$18.1M +$463K +1,865 +3%
SRC
237
Sage Rhino Capital
California
$18M +$161K +648 +0.9%
GVAG
238
Great Valley Advisor Group
Delaware
$18M -$136K -550 -0.8%
AI
239
Atria Investments
North Carolina
$17.8M +$210K +846 +1%
SIA
240
Strategic Investment Advisors
Michigan
$17.7M -$18M -72,414 -100%
GRA
241
Golden Road Advisors
Florida
$17.5M +$121K +489 +0.7%
NFW
242
Noble Family Wealth
Florida
$17.5M +$1.66M +6,682 +11%
GAM
243
Gemmer Asset Management
California
$17.4M -$1.01M -4,079 -6%
QCM
244
QRG Capital Management
Illinois
$17.4M +$1.23M +4,975 +8%
NRI
245
NFP Retirement Inc
California
$17.4M +$404K +1,631 +2%
AM
246
AGF Management
Ontario, Canada
$17M -$284K -1,145 -2%
AWM
247
Abound Wealth Management
Tennessee
$17M +$332K +1,338 +2%
KPWS
248
Kestra Private Wealth Services
Texas
$16.7M +$33K +133 +0.2%
AIM
249
Acropolis Investment Management
Missouri
$16.7M +$616K +2,485 +4%
PCM
250
Permanent Capital Management
Illinois
$16.7M +$16.2M +65,293 New