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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
276
Burling Wealth Partners
Illinois
$13.2M -$296K -1,329 -2%
CA
277
CoreCap Advisors
Michigan
$13.2M +$740K +3,317 +6%
EPP
278
ETF Portfolio Partners
Kansas
$13.1M +$909K +4,073 +8%
JWCA
279
J.W. Cole Advisors
Florida
$13M +$6.05M +27,115 +97%
GWM
280
GoalFusion Wealth Management
Texas
$12.9M +$245K +1,098 +2%
ML
281
McAdam LLC
Pennsylvania
$12.9M +$331K +1,484 +3%
AA
282
Atmos Advisory
Pennsylvania
$12.8M -$34.8K -156 -0.3%
JWM
283
JFG Wealth Management
Colorado
$12.7M +$698K +3,127 +6%
FFP
284
Frisco Financial Planning
Texas
$12.7M +$66.3K +297 +0.6%
WWWM
285
White Wing Wealth Management
Texas
$12.7M +$295K +1,321 +3%
RCA
286
Riverview Capital Advisers
Massachusetts
$12.6M -$2.38M -10,673 -17%
WT
287
Whittier Trust
California
$12.6M +$196K +877 +2%
2L
288
25 LLC
Missouri
$12.5M +$365K +1,637 +3%
SHWM
289
Smith & Howard Wealth Management
Georgia
$12.2M +$1.07M +4,783 +10%
AMG
290
Asset Management Group
Connecticut
$12.2M -$38.1K -171 -0.3%
FNC
291
First National Corp
Massachusetts
$12.2M +$713K +3,198 +7%
PP
292
PDS Planning
Ohio
$12.2M +$1.26M +5,668 +12%
SCA
293
STALEY CAPITAL ADVISERS
Pennsylvania
$12.2M -$551K -2,469 -5%
SFG
294
Sage Financial Group
Pennsylvania
$12.2M +$6.18M +27,721 +117%
TPCW
295
TD Private Client Wealth
New York
$12.2M +$966K +4,328 +9%
AWA
296
Arbor Wealth Advisors
Michigan
$11.9M -$4.46K -20 -0%
AWM
297
Aries Wealth Management
Maine
$11.9M +$509K +2,283 +5%
VBWMG
298
Von Berge Wealth Management Group
California
$11.8M +$256K +1,149 +2%
OFS
299
OneAscent Financial Services
Alabama
$11.8M -$11.1M -49,850 -50%
RH
300
RFG Holdings
Texas
$11.7M +$1.55M +6,930 +16%