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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
A
276
Allianz
Germany
$14.6M
AA
277
Atmos Advisory
Pennsylvania
$14.6M +$722K +2,817 +5%
BAM
278
Berkshire Asset Management
Pennsylvania
$14.6M -$5.37M -20,976 -27%
EPP
279
ETF Portfolio Partners
Kansas
$14.5M +$241K +942 +2%
GWM
280
GoalFusion Wealth Management
Texas
$14.4M +$197K +770 +1%
WWWM
281
White Wing Wealth Management
Texas
$14.3M +$245K +955 +2%
RH
282
RFG Holdings
Texas
$14.2M +$313K +1,223 +2%
MFA
283
McClarren Financial Advisors
Pennsylvania
$14.1M +$444K +1,734 +3%
FFP
284
Frisco Financial Planning
Texas
$14M -$24.9K -97 -0.2%
FWM
285
Focused Wealth Management
New York
$14M +$651K +2,543 +5%
NP
286
NorthRock Partners
Minnesota
$13.9M +$13.2M +51,511 +2,049%
VWA
287
VSM Wealth Advisory
Maryland
$13.9M -$286K -1,118 -2%
AAS
288
Ameritas Advisory Services
Nebraska
$13.9M +$9.56M +37,333 +226%
EWM
289
Empirical Wealth Management
Washington
$13.9M -$480K -1,872 -3%
SFG
290
Sage Financial Group
Pennsylvania
$13.7M +$209K +817 +2%
NAS
291
Nicolet Advisory Services
Wisconsin
$13.6M +$2.41M +9,415 +23%
SAI
292
Savvy Advisors Inc
New York
$13.6M +$1.77M +6,926 +15%
RPC
293
Rossmore Private Capital
Connecticut
$13.5M +$1.45M +5,671 +12%
PP
294
PDS Planning
Ohio
$13.4M +$311K +1,215 +2%
CFS
295
CRA Financial Services
New Jersey
$13.4M -$2.91M -11,377 -18%
RCA
296
Riverview Capital Advisers
Massachusetts
$13.4M -$131K -510 -1%
AMG
297
Asset Management Group
Connecticut
$13.4M +$69.4K +271 +0.5%
OIA
298
OneDigital Investment Advisors
Kansas
$13.3M +$780K +3,044 +6%
CWA
299
Clarity Wealth Advisors
California
$13.3M +$544K +2,125 +4%
SMA
300
Sage Mountain Advisors
Georgia
$13.2M +$1.55M +6,041 +13%