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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Crane Advisory
California
$12.1M +$306K +1,588 +3%
SCA
252
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M -$93.6K -486 -0.9%
OWM
253
Orgel Wealth Management
Wisconsin
$11.9M +$2.18M +11,337 +25%
DC
254
DeDora Capital
California
$11.7M +$77.5K +402 +0.7%
AFA
255
AA Financial Advisors
Ohio
$11.6M +$10.5M +54,426 New
KHC
256
Koesten Hirschmann & Crabtree
Kansas
$11.6M +$295K +1,531 +3%
MCM
257
MAI Capital Management
Ohio
$11.4M +$141K +731 +1%
GA
258
GoalVest Advisory
New York
$11.3M +$374K +1,941 +4%
BFG
259
Bleakley Financial Group
New Jersey
$11.3M -$567K -2,944 -5%
SS
260
Simplicity Solutions
Minnesota
$11.3M -$567K -2,944 -5%
CAM
261
Clark Asset Management
New Hampshire
$11.3M +$1.2M +6,216 +13%
DK
262
David Kennon
Florida
$11.2M -$146K -756 -1%
CFS
263
CRA Financial Services
New Jersey
$11.2M -$100K -520 -1%
SIA
264
Strategic Investment Advisors
Michigan
$11.2M +$652K +3,384 +7%
AWM
265
Abound Wealth Management
Tennessee
$11.1M +$2.85M +14,798 +40%
HWM
266
Horizons Wealth Management
North Carolina
$11.1M +$227K +1,178 +2%
IHWM
267
Iron Horse Wealth Management
Iowa
$11.1M +$428K +2,221 +4%
Lido Advisors
268
Lido Advisors
California
$11.1M -$750K -3,892 -7%
DAS
269
Dynamic Advisor Solutions
Arizona
$11.1M +$1.33M +6,902 +15%
VVP
270
Venture Visionary Partners
Ohio
$11.1M +$1.16M +6,018 +13%
SF
271
Summit Financial
New Jersey
$11M +$298K +1,549 +3%
AWA
272
Arkadios Wealth Advisors
Georgia
$11M -$113K -586 -1%
RWI
273
Red Wave Investments
Pennsylvania
$11M +$28.1K +146 +0.3%
AMG
274
Asset Management Group
Connecticut
$11M +$416K +2,158 +4%
TA
275
TruWealth Advisors
Louisiana
$10.9M +$194K +1,008 +2%