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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
276
BOK Financial Private Wealth
Colorado
$12.5M +$312K +1,305 +2%
PSA
277
Plum Street Advisors
Louisiana
$12.5M +$723K +3,029 +6%
EWA
278
EverSource Wealth Advisors
Alabama
$12.5M -$302K -1,265 -2%
RRWA
279
Rainey & Randall Wealth Advisors
Florida
$12.5M +$600K +2,513 +5%
BP
280
Ballentine Partners
Massachusetts
$12.2M +$4.29M +17,956 +49%
PP
281
PrairieView Partners
Minnesota
$12.1M +$1.98M +8,290 +18%
PCM
282
Permanent Capital Management
Illinois
$12.1M +$54K +226 +0.4%
CFP
283
Curran Financial Partners
South Carolina
$12.1M +$1.7M +7,134 +15%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$12M +$1.62M +6,771 +14%
FWP
285
Fiduciary Wealth Partners
Massachusetts
$12M +$12.9M +54,177 New
KPWS
286
Kestra Private Wealth Services
Texas
$12M +$1.01M +4,220 +8%
TCOTS
287
Trust Company of the South
North Carolina
$12M +$802K +3,360 +7%
AA
288
Atmos Advisory
Pennsylvania
$12M +$230K +962 +2%
QCM
289
QRG Capital Management
Illinois
$12M +$1.58M +6,605 +14%
SCA
290
STALEY CAPITAL ADVISERS
Pennsylvania
$12M -$284K -1,189 -2%
VWA
291
VSM Wealth Advisory
Maryland
$11.9M +$59.5K +249 +0.5%
GWM
292
GoalFusion Wealth Management
Texas
$11.8M +$418K +1,751 +3%
FFP
293
Frisco Financial Planning
Texas
$11.8M +$23.6K +99 +0.2%
EWM
294
Empirical Wealth Management
Washington
$11.8M +$25.6K +107 +0.2%
ML
295
McAdam LLC
Pennsylvania
$11.7M -$983K -4,116 -7%
QC
296
Quadrature Capital
United Kingdom
$11.7M +$9.69M +40,566 +333%
WT
297
Whittier Trust
California
$11.6M -$203K -850 -2%
CA
298
CoreCap Advisors
Michigan
$11.6M +$1.39M +5,819 +13%
AMG
299
Asset Management Group
Connecticut
$11.5M -$2.63K -11 -0%
PS
300
Principal Securities
Iowa
$11.4M +$295K +1,234 +3%