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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
251
Ballentine Partners
Massachusetts
$8.26M -$150K -713 -2%
APC
252
Asset Planning Corporation
Tennessee
$8.25M -$973K -4,620 -11%
BRWA
253
B. Riley Wealth Advisors
Florida
$8.24M +$300K +1,422 +4%
RPG
254
Resource Planning Group
Georgia
$8.19M -$362K -1,717 -4%
AI
255
Atria Investments
North Carolina
$8.16M +$869K +4,123 +12%
WCM
256
Washburn Capital Management
Florida
$8.15M +$4.22M +20,014 +111%
MCM
257
Manchester Capital Management
Vermont
$8.03M +$1.54M +7,305 +24%
BWA
258
BlueSky Wealth Advisors
North Carolina
$7.99M -$197K -937 -2%
JAFL
259
Jay A. Fishman Ltd
Michigan
$7.98M +$536K +2,546 +7%
EWM
260
Empirical Wealth Management
Washington
$7.97M -$1.46M -6,910 -16%
AWA
261
Arete Wealth Advisors
Illinois
$7.96M +$205K +971 +3%
FFG
262
Frisch Financial Group
New York
$7.95M +$169K +803 +2%
BCA
263
Bray Capital Advisors
Florida
$7.86M -$536K -2,546 -6%
EWM
264
Endurance Wealth Management
Rhode Island
$7.83M +$1.05M +5,000 +16%
NAMP
265
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.83M +$264K +1,254 +4%
AWM
266
Aries Wealth Management
Maine
$7.82M +$172K +815 +2%
PA
267
Paracle Advisors
Washington
$7.75M -$56.5K -268 -0.7%
AWA
268
Arkadios Wealth Advisors
Georgia
$7.74M +$42.8K +203 +0.6%
BDF
269
Black Diamond Financial
Maryland
$7.74M +$309K +1,468 +4%
CS
270
Comerica Securities
Michigan
$7.72M +$983K +4,667 +15%
MWC
271
MBM Wealth Consultants
Missouri
$7.67M -$229K -1,085 -3%
5L
272
55I LLC
Massachusetts
$7.64M +$7.26M +34,457 +2,799%
SPC
273
Sigma Planning Corp
Michigan
$7.59M -$39.4K -187 -0.5%
DADC
274
D.A. Davidson & Co
Montana
$7.54M +$516K +2,451 +7%
MWM
275
Merriman Wealth Management
Washington
$7.52M +$179K +849 +2%