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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
276
William Blair & Company
Illinois
$11.5M +$1.03M +4,785 +11%
SPIA
277
Steward Partners Investment Advisory
New York
$11.5M +$3.45M +16,037 +47%
OWM
278
Orgel Wealth Management
Wisconsin
$11.4M -$1.28M -5,933 -11%
AWA
279
Arkadios Wealth Advisors
Georgia
$11.4M -$379K -1,763 -3%
VBWMG
280
Von Berge Wealth Management Group
California
$11.3M +$1.62M +7,543 +18%
WWWM
281
White Wing Wealth Management
Texas
$11.3M -$66.7K -310 -0.6%
AA
282
Atmos Advisory
Pennsylvania
$11.3M -$404K -1,880 -4%
SLT
283
St Louis Trust
Missouri
$11.2M +$5.05M +23,499 +91%
PP
284
PDS Planning
Ohio
$11.2M -$146K -680 -1%
GC
285
Grimes & Company
Massachusetts
$11.2M +$10.3M +48,101 +4,791%
CAM
286
Cresset Asset Management
Illinois
$11.2M +$3M +13,930 +40%
2L
287
25 LLC
Missouri
$11.2M -$217K -1,011 -2%
DK
288
David Kennon
Florida
$11.2M -$806K -3,745 -7%
HNB
289
Huntington National Bank
Ohio
$11.1M
HWM
290
Horizons Wealth Management
North Carolina
$11.1M
RWI
291
Red Wave Investments
Pennsylvania
$11.1M -$589K -2,738 -5%
AFG
292
Atomi Financial Group
New York
$11M -$358K -1,665 -3%
SMA
293
Sage Mountain Advisors
Georgia
$10.9M -$264K -1,228 -3%
APIM
294
Agate Pass Investment Management
Washington
$10.8M +$518K +2,409 +5%
GWM
295
GoalFusion Wealth Management
Texas
$10.8M +$117K +542 +1%
VVP
296
Venture Visionary Partners
Ohio
$10.7M -$1.04M -4,818 -9%
HIM
297
Hanlon Investment Management
New Jersey
$10.7M -$204K -948 -2%
Financial Engines Advisors
298
Financial Engines Advisors
California
$10.7M +$579K +2,692 +6%
CCM
299
Condor Capital Management
New Jersey
$10.6M +$439K +2,039 +5%
NFW
300
Noble Family Wealth
Florida
$10.6M +$2.21M +10,278 +29%