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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Arkadios Wealth Advisors
Georgia
$9.52M +$147K +757 +2%
SCA
252
STALEY CAPITAL ADVISERS
Pennsylvania
$9.5M +$450K +2,319 +5%
RIM
253
Redwood Investment Management
Arizona
$9.49M -$1.43M -7,371 -13%
BC
254
Bartlett & Co
Ohio
$9.44M -$168K -865 -2%
BCWM
255
Bartlett & Co Wealth Management
Ohio
$9.43M -$168K -865 -2%
CFS
256
CRA Financial Services
New Jersey
$9.42M +$185K +952 +2%
TCM
257
Twele Capital Management
Minnesota
$9.42M +$833K +4,294 +9%
CW
258
CIC Wealth
Maryland
$9.41M +$2.34M +12,090 +32%
BFS
259
Bradley Foster & Sargent
Connecticut
$9.36M +$221K +1,138 +2%
PPWP
260
Proquility Private Wealth Partners
Nevada
$9.28M +$1.69M +8,689 +22%
AA
261
Atmos Advisory
Pennsylvania
$9.27M -$133K -684 -1%
KHC
262
Koesten Hirschmann & Crabtree
Kansas
$9.26M +$372K +1,919 +4%
TA
263
TruWealth Advisors
Louisiana
$9.16M +$214K +1,106 +2%
OWM
264
Orgel Wealth Management
Wisconsin
$9.06M -$397K -2,046 -4%
PIA
265
Petredis Investment Advisors
Pennsylvania
$8.95M +$1.1M +5,680 +14%
G
266
GenTrust
Florida
$8.67M +$294K +1,517 +3%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$8.64M +$249K +1,284 +3%
2L
268
25 LLC
Missouri
$8.63M +$9.04M +46,633 New
FNC
269
First National Corp
Massachusetts
$8.63M +$452K +2,333 +5%
APC
270
Asset Planning Corporation
Tennessee
$8.6M +$130K +668 +1%
MPW
271
MA Private Wealth
California
$8.55M -$1.62M -8,371 -16%
RPC
272
Rossmore Private Capital
Connecticut
$8.44M +$53.9K +278 +0.6%
FOFP
273
Fee-Only Financial Planning
South Carolina
$8.42M +$2.33K +12 +0%
EWA
274
EverSource Wealth Advisors
Alabama
$8.41M +$519K +2,678 +6%
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$8.41M -$501K -2,585 -6%