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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
251
Proquility Private Wealth Partners
Nevada
$9.93M -$589K -2,590 -5%
AMG
252
Asset Management Group
Connecticut
$9.93M -$282K -1,243 -3%
AWA
253
Arkadios Wealth Advisors
Georgia
$9.93M +$1.23M +5,419 +14%
TWP
254
Tower Wealth Partners
Pennsylvania
$9.88M +$434K +1,910 +5%
CST
255
Charles Schwab Trust
Nevada
$9.87M +$1.82M +8,029 +23%
RVPG
256
Relative Value Partners Group
$9.67M +$2.9M +12,759 +42%
JAFL
257
Jay A. Fishman Ltd
Michigan
$9.59M +$995K +4,380 +12%
BRWA
258
B. Riley Wealth Advisors
Florida
$9.58M -$180K -792 -2%
BC
259
Bartlett & Co
Ohio
$9.55M -$141K -621 -1%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$9.55M -$141K -621 -1%
AFS
261
Annapolis Financial Services
Maryland
$9.53M +$111K +487 +1%
Brown Advisory
262
Brown Advisory
Maryland
$9.52M +$461K +2,028 +5%
SPC
263
Sigma Planning Corp
Michigan
$9.51M +$588K +2,586 +7%
FAM
264
Frontier Asset Management
Wyoming
$9.49M +$9.54M +41,996 New
WIM
265
Warwick Investment Management
Texas
$9.49M +$9.54M +41,990 New
Lazard Asset Management
266
Lazard Asset Management
New York
$9.48M -$18.2K -80 -0.2%
SPP
267
Single Point Partners
Massachusetts
$9.45M +$9.5M +41,825 New
AMR
268
Asset Management Resources
Massachusetts
$9.45M +$9.5M +41,818 New
IHWM
269
Iron Horse Wealth Management
Iowa
$9.41M +$963K +4,240 +11%
NAMP
270
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.37M +$250K +1,100 +3%
RWA
271
Roberts Wealth Advisors
California
$9.37M +$469K +2,065 +5%
MWC
272
MBM Wealth Consultants
Missouri
$9.36M +$741K +3,260 +9%
MNG
273
Manning & Napier Group
New York
$9.35M
CFGF
274
Compass Financial Group (Florida)
Florida
$9.19M +$90K +396 +1%
WCM
275
Washburn Capital Management
Florida
$9.15M +$412K +1,812 +5%