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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
301
Shorepoint Capital Partners
Massachusetts
$4.17M -$55K -358 -1%
MWM
302
Marietta Wealth Management
Georgia
$4.15M -$85.6K -557 -2%
MIAN
303
Mariner Independent Advisor Network
Kansas
$4.15M +$153K +995 +4%
SG
304
StoneX Group
New York
$4.15M +$2.65M +17,265 +178%
NA
305
NewEdge Advisors
Louisiana
$4.11M +$806K +5,246 +24%
WMG
306
WESCAP Management Group
California
$4.09M -$6.3K -41 -0.2%
HIM
307
Hanlon Investment Management
New Jersey
$4.05M +$2.3M +14,996 +133%
Nuveen
308
Nuveen
North Carolina
$4.04M -$12.2M -79,700 -75%
A
309
AdvicePeriod
California
$4.04M +$2.77M +18,031 +219%
VA
310
Valmark Advisers
Ohio
$4.03M +$1.99M +12,956 +98%
HB
311
Homrich & Berg
Georgia
$4.01M +$1.78M +11,604 +80%
BHWM
312
Bay Harbor Wealth Management
Maryland
$3.99M +$110K +718 +3%
ABC
313
Associated Banc-Corp
Wisconsin
$3.98M +$118K +767 +3%
H
314
HoyleCohen
California
$3.96M -$617K -4,014 -13%
SC
315
Steph & Co
Wisconsin
$3.94M -$266K -1,731 -6%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$3.94M -$226K -1,470 -5%
MAFM
317
Mid Atlantic Financial Management
Pennsylvania
$3.93M -$337K -2,194 -9%
AF
318
Allworth Financial
California
$3.88M -$86.2K -561 -2%
CWA
319
Clarity Wealth Advisors
California
$3.85M +$973K +6,336 +34%
PCA
320
Peddock Capital Advisors
Massachusetts
$3.83M +$103K +669 +3%
PPP
321
Private Portfolio Partners
New Jersey
$3.83M +$372K +2,421 +11%
AIS
322
American Investment Services
Massachusetts
$3.79M +$184K +1,197 +5%
SCA
323
STALEY CAPITAL ADVISERS
Pennsylvania
$3.78M +$165K +1,076 +5%
GHAM
324
Gilman Hill Asset Management
Connecticut
$3.78M -$3.84K -25 -0.1%
MA
325
Montag & Associates
Georgia
$3.71M +$261K +1,698 +8%