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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
251
Fiducient Advisors
Illinois
$14.3M -$2.76M -11,551 -15%
WTC
252
WhitTier Trust Company
Nevada
$14.3M +$254K +1,064 +2%
Lido Advisors
253
Lido Advisors
California
$14.2M +$657K +2,753 +4%
RCA
254
Riverview Capital Advisers
Massachusetts
$14.2M -$7.9M -33,082 -34%
BA
255
Bristlecone Advisors
Washington
$14.1M -$200K -838 -1%
CST
256
Charles Schwab Trust
Nevada
$14M +$1.2M +5,016 +9%
IHWM
257
Iron Horse Wealth Management
Iowa
$13.9M +$670K +2,805 +5%
Nuveen
258
Nuveen
North Carolina
$13.9M +$6.52M +27,300 +77%
AA
259
AJ Advisors
Tennessee
$13.9M +$358K +1,501 +2%
NFW
260
Noble Family Wealth
Florida
$13.6M +$1.28M +5,344 +10%
CAM
261
Cresset Asset Management
Illinois
$13.4M +$415K +1,738 +3%
CFS
262
CRA Financial Services
New Jersey
$13.4M +$460K +1,925 +3%
AF
263
Allworth Financial
California
$13.3M +$4.09M +17,126 +38%
William Blair & Company
264
William Blair & Company
Illinois
$13.2M -$8.84K -37 -0.1%
PCM
265
Penserra Capital Management
California
$13.1M -$6.59M -27,615 -32%
AI
266
Atria Investments
North Carolina
$13.1M +$1.11M +4,653 +9%
ME
267
McIlrath & Eck
Washington
$13.1M +$939K +3,931 +7%
BPA
268
Beacon Pointe Advisors
California
$13M -$1.83M -7,652 -12%
WA
269
Wealth Architects
California
$13M -$92.7K -388 -0.7%
AIM
270
Acropolis Investment Management
Missouri
$12.7M -$367K -1,537 -3%
CMAI
271
Capital Management Associates Inc
Minnesota
$12.7M +$6.7M +28,061 +96%
AWM
272
Abound Wealth Management
Tennessee
$12.7M +$1.87M +7,835 +16%
MFA
273
McClarren Financial Advisors
Pennsylvania
$12.7M +$12.9M +54,225 New
BWP
274
Burling Wealth Partners
Illinois
$12.7M +$389K +1,628 +3%
AC
275
Apella Capital
Connecticut
$12.6M +$958K +4,012 +7%