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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
Brickley Wealth Management
California
$2.7M -$318K -2,051 -10%
BCM
302
Brookstone Capital Management
Illinois
$2.69M +$428K +2,763 +19%
HSA
303
HBK Sorce Advisory
Pennsylvania
$2.67M -$249K -1,605 -8%
EW
304
Emerson Wealth
Michigan
$2.66M -$16.3K -105 -0.6%
OCM
305
One Capital Management
California
$2.66M +$9.61K +62 +0.4%
QIM
306
Quest Investment Management
Oregon
$2.64M +$139K +894 +5%
TC
307
Truvestments Capital
Florida
$2.64M -$140K -900 -5%
TYCC
308
Texas Yale Capital Corp
Florida
$2.63M +$1.08K +7 +0%
CA
309
Clearstead Advisors
Ohio
$2.63M +$37.1K +239 +1%
SC
310
Savant Capital
Illinois
$2.63M +$7.91K +51 +0.3%
CST
311
Charles Schwab Trust
Nevada
$2.62M +$2.69M +17,333 New
SEI Investments
312
SEI Investments
Pennsylvania
$2.6M +$2.38M +15,359 +969%
NFG
313
Next Financial Group
Texas
$2.57M +$90.6K +584 +4%
PFA
314
Pure Financial Advisors
California
$2.56M -$26.4K -170 -1%
JFG
315
JMG Financial Group
Illinois
$2.56M +$24.8K +160 +1%
MAM
316
Marquette Asset Management
Minnesota
$2.56M
VCM
317
Vivaldi Capital Management
Illinois
$2.56M -$607K -3,913 -19%
JFGLC
318
Johnson Financial Group LLC (Colorado)
Colorado
$2.53M -$30.7K -198 -1%
SGCA
319
Steel Grove Capital Advisors
Tennessee
$2.52M +$206K +1,331 +9%
BRM
320
Boston Research & Management
Massachusetts
$2.48M
BWA
321
BlueSky Wealth Advisors
North Carolina
$2.46M +$493K +3,181 +24%
SB
322
Simmons Bank
Arkansas
$2.46M -$262K -1,688 -10%
RIA
323
Regal Investment Advisors
Michigan
$2.42M -$12.1K -78 -0.5%
EWM
324
Empirical Wealth Management
Washington
$2.42M +$396K +2,551 +19%
BFA
325
Bragg Financial Advisors
North Carolina
$2.42M +$20K +129 +0.8%