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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aries Wealth Management
Maine
$20.2M +$319K +1,113 +2%
CGPCS
252
Capital Group Private Client Services
California
$20.1M +$1.7M +5,937 +10%
OMIC
253
Old Mission Investment Co
Michigan
$20M +$18.9M +66,050 New
SRC
254
Sage Rhino Capital
California
$20M -$1.47M -5,120 -7%
DW30
255
Drucker Wealth 3.0
New Jersey
$19.9M -$2.06M -7,191 -10%
DF
256
Dunhill Financial
United Kingdom
$19.8M +$471K +1,642 +3%
AIM
257
Acropolis Investment Management
Missouri
$19.7M -$632K -2,204 -3%
AllianceBernstein
258
AllianceBernstein
Tennessee
$19.3M +$987K +3,444 +5%
CA
259
Crane Advisory
California
$19.2M +$228K +796 +1%
KPWS
260
Kestra Private Wealth Services
Texas
$19.2M -$267K -930 -1%
WTC
261
WhitTier Trust Company
Nevada
$19M -$56.7K -198 -0.3%
PWP
262
Perfromance Wealth Partners
Illinois
$18.9M +$2.54M +8,852 +17%
BWP
263
Burling Wealth Partners
Illinois
$18.9M +$764K +2,667 +4%
AM
264
AGF Management
Ontario, Canada
$18.8M -$1.12M -3,925 -6%
NCM
265
Nelson Capital Management
California
$18.8M -$210K -734 -1%
RH
266
RFG Holdings
Texas
$18.7M +$438K +1,530 +3%
TNA
267
True North Advisors
Texas
$18.7M -$256K -894 -1%
ML
268
McAdam LLC
Pennsylvania
$18.7M +$12.9K +45 +0.1%
AF
269
Allworth Financial
California
$18.7M -$1.98M -6,925 -10%
EWP
270
Equity Wealth Partners
Missouri
$18.6M +$8.35M +29,142 +90%
Citigroup
271
Citigroup
New York
$18.5M +$10.9M +38,004 +165%
WIA
272
World Investment Advisors
California
$18.5M -$1.6M -5,587 -7%
FWM
273
Focused Wealth Management
New York
$18.1M +$514K +1,795 +3%
TPF
274
Tribridge Partners Financial
Maryland
$18.1M -$378K -1,318 -2%
WPC
275
Wedmont Private Capital
Pennsylvania
$18M +$45.9K +160 +0.3%