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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
251
Orgel Wealth Management
Wisconsin
$9.15M +$22.2K +120 +0.2%
AA
252
Atmos Advisory
Pennsylvania
$9.1M +$2.11M +11,381 +30%
HWM
253
Horizons Wealth Management
North Carolina
$9.08M +$489K +2,636 +6%
AWA
254
Arkadios Wealth Advisors
Georgia
$9.08M +$147K +794 +2%
HSBC Holdings
255
HSBC Holdings
United Kingdom
$9.05M -$2.27M -12,240 -20%
CFS
256
CRA Financial Services
New Jersey
$8.95M +$1M +5,412 +12%
BFS
257
Bradley Foster & Sargent
Connecticut
$8.86M +$303K +1,637 +4%
SCA
258
STALEY CAPITAL ADVISERS
Pennsylvania
$8.78M +$757K +4,087 +9%
TA
259
TruWealth Advisors
Louisiana
$8.67M +$217K +1,170 +3%
KHC
260
Koesten Hirschmann & Crabtree
Kansas
$8.61M +$8.7M +46,934 New
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$8.61M -$508K -2,743 -6%
VVP
262
Venture Visionary Partners
Ohio
$8.6M +$1.74M +9,369 +25%
AI
263
Atria Investments
North Carolina
$8.58M -$3.5M -18,900 -29%
GRP
264
Global Retirement Partners
California
$8.51M -$753K -4,064 -8%
3IP
265
3Chopt Investment Partners
Virginia
$8.41M +$8.49M +45,813 New
TCM
266
Twele Capital Management
Minnesota
$8.33M +$12K +65 +0.1%
SPC
267
Sigma Planning Corp
Michigan
$8.25M -$203K -1,095 -2%
MNG
268
Manning & Napier Group
New York
$8.23M
H
269
HoyleCohen
California
$8.22M +$239K +1,287 +3%
APC
270
Asset Planning Corporation
Tennessee
$8.2M +$117K +631 +1%
VBWMG
271
Von Berge Wealth Management Group
California
$8.16M +$225K +1,213 +3%
WI
272
WBI Investments
New Jersey
$8.16M -$1.32M -7,140 -14%
FOFP
273
Fee-Only Financial Planning
South Carolina
$8.15M +$8.23M +44,414 New
RPC
274
Rossmore Private Capital
Connecticut
$8.14M +$1.04M +5,637 +15%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$8.13M +$292K +1,575 +4%