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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
251
Asset Management Group
Connecticut
$9.39M +$51.2K +243 +0.6%
SPC
252
Sigma Planning Corp
Michigan
$9.38M +$438K +2,082 +5%
MWM
253
Marietta Wealth Management
Georgia
$9.38M +$879K +4,174 +10%
SPP
254
Single Point Partners
Massachusetts
$9.3M +$412K +1,957 +5%
TCM
255
TD Capital Management
Tennessee
$9.3M -$142K -674 -2%
BF
256
BOK Financial
Oklahoma
$9.28M +$1.11M +5,277 +14%
AWA
257
Arete Wealth Advisors
Illinois
$9.27M +$713K +3,388 +8%
JAFL
258
Jay A. Fishman Ltd
Michigan
$9.26M +$241K +1,145 +3%
APG
259
Abacus Planning Group
South Carolina
$9.25M -$1.78M -8,455 -16%
MIAN
260
Mariner Independent Advisor Network
Kansas
$9.24M +$4.28M +20,320 +89%
CST
261
Charles Schwab Trust
Nevada
$9.21M -$68.8K -327 -0.7%
BAM
262
Baldrige Asset Management
Pennsylvania
$9.2M -$164K -777 -2%
RWA
263
Roberts Wealth Advisors
California
$9.19M +$350K +1,664 +4%
TCM
264
Twele Capital Management
Minnesota
$9.15M +$1.21M +5,752 +15%
BFS
265
Bradley Foster & Sargent
Connecticut
$9.09M +$2.64M +12,558 +42%
AFS
266
Annapolis Financial Services
Maryland
$9.04M +$74.9K +356 +0.8%
SLT
267
St Louis Trust
Missouri
$9M +$5.74M +27,280 +181%
BSW
268
Buckingham Strategic Wealth
Missouri
$8.98M +$604K +2,870 +7%
WI
269
WBI Investments
New Jersey
$8.95M +$8.89M +42,231 New
PPWP
270
Proquility Private Wealth Partners
Nevada
$8.91M +$420K +1,995 +4%
AFS
271
Axiom Financial Strategies
Indiana
$8.88M -$1.45M -6,892 -13%
Lazard Asset Management
272
Lazard Asset Management
New York
$8.84M -$75.8K -360 -0.9%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$8.84M -$139K -658 -2%
BC
274
Bartlett & Co
Ohio
$8.84M -$139K -658 -2%
HNW
275
High Note Wealth
Minnesota
$8.82M -$873K -4,146 -9%