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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
251
GoalVest Advisory
New York
$13.3M +$1.08M +5,039 +9%
SWP
252
Stratos Wealth Partners
Ohio
$13.2M -$1.11M -5,180 -8%
CST
253
Charles Schwab Trust
Nevada
$13.1M -$240K -1,116 -2%
TA
254
Tectonic Advisors
Texas
$13.1M -$3.66K -17 -0%
BSW
255
Buckingham Strategic Wealth
Missouri
$13M -$70.1K -326 -0.6%
CAI
256
Capital Advisors Inc
Oklahoma
$12.9M -$1M -4,657 -8%
SCA
257
STALEY CAPITAL ADVISERS
Pennsylvania
$12.8M -$180K -838 -1%
OC
258
Oppenheimer & Co
New York
$12.7M +$942K +4,377 +9%
EWA
259
EverSource Wealth Advisors
Alabama
$12.5M +$2.47M +11,504 +24%
EWM
260
Empirical Wealth Management
Washington
$12.5M -$610K -2,836 -5%
PSA
261
Plum Street Advisors
Louisiana
$12.5M +$856K +3,980 +8%
LNC
262
Lincoln National Corp
Pennsylvania
$12.5M -$537K -2,497 -4%
CFS
263
CRA Financial Services
New Jersey
$12.5M +$449K +2,086 +4%
SW
264
Simplicity Wealth
New Jersey
$12.4M +$11.7M +54,184 New
KHC
265
Koesten Hirschmann & Crabtree
Kansas
$12.4M -$47.1K -219 -0.4%
DAS
266
Dynamic Advisor Solutions
Arizona
$12.4M +$133K +618 +1%
IHWM
267
Iron Horse Wealth Management
Iowa
$12.3M +$387K +1,801 +3%
CWP
268
Cyndeo Wealth Partners
Florida
$12.3M +$10.1M +46,833 +662%
Lido Advisors
269
Lido Advisors
California
$12.3M +$404K +1,880 +4%
BFG
270
Bleakley Financial Group
New Jersey
$12.2M +$49.5K +230 +0.4%
SF
271
Summit Financial
New Jersey
$12.1M +$260K +1,209 +2%
AMG
272
Asset Management Group
Connecticut
$11.8M +$19.1K +89 +0.2%
TA
273
TruWealth Advisors
Louisiana
$11.8M +$51.8K +241 +0.5%
AWM
274
Abound Wealth Management
Tennessee
$11.7M -$205K -952 -2%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$11.6M +$771K +3,585 +8%