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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Arrow Financial
New York
$12.8M -$2.28M -10,383 -15%
CST
252
Charles Schwab Trust
Nevada
$12.8M +$285K +1,299 +2%
AI
253
Atria Investments
North Carolina
$12.7M -$384K -1,750 -3%
MFA
254
McClarren Financial Advisors
Pennsylvania
$12.7M -$1.85M -8,438 -14%
SF
255
Summit Financial
New Jersey
$12.5M +$923K +4,205 +8%
CAI
256
Capital Advisors Inc
Oklahoma
$12.4M +$124K +563 +1%
KHC
257
Koesten Hirschmann & Crabtree
Kansas
$12.4M
SWP
258
Stratos Wealth Partners
Ohio
$12.2M -$388K -1,769 -3%
CFS
259
CRA Financial Services
New Jersey
$12.2M +$295K +1,342 +2%
IHWM
260
Iron Horse Wealth Management
Iowa
$12.1M +$366K +1,666 +3%
SCA
261
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M -$46.1K -210 -0.4%
BSW
262
Buckingham Strategic Wealth
Missouri
$12M -$412K -1,876 -3%
BRWA
263
B. Riley Wealth Advisors
Florida
$12M -$4.79M -21,806 -28%
Lido Advisors
264
Lido Advisors
California
$12M +$176K +802 +1%
FHA
265
Flagship Harbor Advisors
Massachusetts
$11.9M -$1.15M -5,228 -9%
SW
266
Simplicity Wealth
New Jersey
$11.8M -$28.1K -128 -0.2%
EWM
267
Empirical Wealth Management
Washington
$11.8M -$153K -696 -1%
SPIA
268
Steward Partners Investment Advisory
New York
$11.8M +$838K +3,815 +8%
WPC
269
Wedmont Private Capital
Pennsylvania
$11.6M +$991K +4,515 +10%
BFG
270
Bleakley Financial Group
New Jersey
$11.6M -$28.3K -129 -0.2%
William Blair & Company
271
William Blair & Company
Illinois
$11.5M +$543K +2,472 +5%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$11.5M -$2.07M -9,413 -15%
AMG
273
Asset Management Group
Connecticut
$11.3M +$97.3K +443 +0.9%
AA
274
Atmos Advisory
Pennsylvania
$11.1M +$315K +1,434 +3%
PSA
275
Plum Street Advisors
Louisiana
$11M -$448K -2,041 -4%