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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$18M -$196K -725 -1%
CA
252
Crane Advisory
California
$17.8M -$602K -2,225 -3%
IAA
253
Independent Advisor Alliance
North Carolina
$17.8M +$17.2M +63,630 +1,474%
CAM
254
Cresset Asset Management
Illinois
$17.7M +$1.21M +4,471 +7%
AWM
255
Abound Wealth Management
Tennessee
$17.6M +$50.3K +186 +0.3%
AIM
256
Acropolis Investment Management
Missouri
$17.6M -$347K -1,282 -2%
AM
257
AGF Management
Ontario, Canada
$17.3M -$182K -673 -1%
AWM
258
Aries Wealth Management
Maine
$17.2M +$2.03M +7,489 +13%
AA
259
AJ Advisors
Tennessee
$17.2M +$397K +1,468 +2%
SAW
260
Signal Advisors Wealth
Michigan
$17.1M +$6.93M +25,615 +65%
WTC
261
WhitTier Trust Company
Nevada
$16.9M -$188K -696 -1%
TIM
262
Thornburg Investment Management
New Mexico
$16.9M +$17.4M +64,480 New
KPWS
263
Kestra Private Wealth Services
Texas
$16.8M -$108K -399 -0.6%
DF
264
Dunhill Financial
United Kingdom
$16.7M +$1.69M +6,241 +11%
William Blair & Company
265
William Blair & Company
Illinois
$16.7M +$760K +2,810 +5%
AI
266
Atria Investments
North Carolina
$16.6M -$491K -1,815 -3%
AAP
267
Arax Advisory Partners
Colorado
$16.5M -$16.6M -61,402 -49%
CIA
268
Concurrent Investment Advisors
Florida
$16.5M -$189K -697 -1%
BFS
269
Bradley Foster & Sargent
Connecticut
$16.5M +$668K +2,468 +4%
TPF
270
Tribridge Partners Financial
Maryland
$16.4M +$528K +1,952 +3%
NCM
271
Nelson Capital Management
California
$16.4M -$46.8K -173 -0.3%
TNA
272
True North Advisors
Texas
$16.4M -$316K -1,167 -2%
WPC
273
Wedmont Private Capital
Pennsylvania
$16.4M +$661K +2,444 +4%
ML
274
McAdam LLC
Pennsylvania
$16.2M +$544K +2,011 +3%
WA
275
Wealth Architects
California
$15.9M -$396K -1,462 -2%