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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$2.73M +$926K +6,229 +54%
ECM
302
Evergreen Capital Management
Washington
$2.71M -$297 -2 -0%
MSS
303
Mitchell Sinkler & Starr
Pennsylvania
$2.7M
BWA
304
BlueSky Wealth Advisors
North Carolina
$2.7M -$11.3K -76 -0.4%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$2.7M +$1.45M +9,775 +125%
MAM
306
Marquette Asset Management
Minnesota
$2.68M
OCM
307
One Capital Management
California
$2.67M +$187K +1,260 +8%
CANC
308
Culbertson A N & Co
Virginia
$2.67M +$69.9K +470 +3%
AWM
309
Altium Wealth Management
New York
$2.67M -$143K -960 -5%
EW
310
Emerson Wealth
Michigan
$2.62M +$1.43M +9,640 +128%
SB
311
Simmons Bank
Arkansas
$2.62M +$18.3K +123 +0.7%
ACM
312
Alpha Capital Management
Texas
$2.6M -$204K -1,372 -7%
SEI Investments
313
SEI Investments
Pennsylvania
$2.59M +$2.35M +15,823 +1,356%
SC
314
Savant Capital
Illinois
$2.58M +$8.03K +54 +0.3%
Brown Advisory
315
Brown Advisory
Maryland
$2.57M +$394K +2,650 +19%
PFA
316
Pure Financial Advisors
California
$2.56M -$94.3K -634 -4%
PWM
317
PRW Wealth Management
Massachusetts
$2.56M +$83.7K +563 +3%
TC
318
TAP Consulting
Missouri
$2.55M +$2.48M +16,703 New
FA
319
FDx Advisors
Illinois
$2.54M +$164K +1,106 +7%
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$2.5M -$42.4K -285 -2%
CWM
321
CCG Wealth Management
California
$2.47M -$85.3K -574 -3%
BRM
322
Boston Research & Management
Massachusetts
$2.46M -$29.7K -200 -1%
BSW
323
Buckingham Strategic Wealth
Missouri
$2.46M +$672K +4,520 +39%
JFG
324
JMG Financial Group
Illinois
$2.45M -$338K -2,275 -12%
BFA
325
Bragg Financial Advisors
North Carolina
$2.39M -$3.72K -25 -0.2%