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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
226
Daymark Wealth Partners
Ohio
$20.3M -$87.4K -323 -0.4%
FSWA
227
Financial Synergies Wealth Advisors
Texas
$20.2M -$562K -2,075 -3%
CST
228
Charles Schwab Trust
Nevada
$20.1M +$39.2K +145 +0.2%
FMWA
229
Forvis Mazars Wealth Advisors
Missouri
$20M -$1.1M -4,076 -5%
FPAS
230
Focus Partners Advisor Solutions
Missouri
$19.9M -$1.94M -7,176 -9%
SIA
231
Strategic Investment Advisors
Michigan
$19.8M +$991K +3,663 +5%
REMPR
232
Roof Eidam Maycock Peralta (REMP)
California
$19.8M +$82K +303 +0.4%
SIC
233
Salem Investment Counselors
North Carolina
$19.6M +$42.5K +157 +0.2%
WIA
234
World Investment Advisors
California
$19.6M +$2.15M +7,931 +12%
NRI
235
NFP Retirement Inc
California
$19.4M +$1.33M +4,912 +7%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$19.3M +$1.32M +4,866 +7%
SA
237
SAM Advisors
California
$19.3M +$274K +1,011 +1%
DW30
238
Drucker Wealth 3.0
New Jersey
$19.1M -$52.5K -194 -0.3%
OFS
239
OneAscent Financial Services
Alabama
$19M +$16.2M +59,734 +460%
ME
240
McIlrath & Eck
Washington
$19M +$828K +3,061 +4%
QCM
241
Quantinno Capital Management
New York
$18.9M +$5.74M +21,217 +42%
QCM
242
QRG Capital Management
Illinois
$18.8M -$754K -2,788 -4%
RRWA
243
Rainey & Randall Wealth Advisors
Florida
$18.8M +$901K +3,328 +5%
MWM
244
Marietta Wealth Management
Georgia
$18.8M +$74.4K +275 +0.4%
SRC
245
Sage Rhino Capital
California
$18.6M -$214K -790 -1%
GAM
246
Gemmer Asset Management
California
$18.2M +$337K +1,247 +2%
GVAG
247
Great Valley Advisor Group
Delaware
$18.2M -$682K -2,519 -3%
GRA
248
Golden Road Advisors
Florida
$18.2M +$362K +1,336 +2%
TI
249
Tidal Investments
Wisconsin
$18.1M -$9.7M -35,862 -34%
AllianceBernstein
250
AllianceBernstein
Tennessee
$18.1M +$172K +634 +0.9%