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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Clarity Wealth Advisors
California
$6.76M +$145K +770 +2%
MCM
302
MAI Capital Management
Ohio
$6.76M -$86.1K -456 -1%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.75M +$167K +887 +2%
SCP
304
Shorepoint Capital Partners
Massachusetts
$6.7M +$108K +573 +1%
BWA
305
BlueSky Wealth Advisors
North Carolina
$6.64M +$1.27M +6,744 +21%
RPC
306
Rossmore Private Capital
Connecticut
$6.61M -$94.8K -502 -1%
ABC
307
Associated Banc-Corp
Wisconsin
$6.6M +$375K +1,987 +5%
WMG
308
WESCAP Management Group
California
$6.6M -$42.9K -227 -0.6%
AFS
309
Axiom Financial Strategies
Indiana
$6.58M -$1.52M -8,068 -17%
CA
310
CSM Advisors
Pennsylvania
$6.54M +$1.13M +5,989 +19%
AA
311
Atmos Advisory
Pennsylvania
$6.53M +$93.3K +494 +1%
CFP
312
Curran Financial Partners
South Carolina
$6.52M +$634K +3,357 +10%
BWM
313
Benchmark Wealth Management
Connecticut
$6.49M +$230K +1,218 +3%
BCA
314
Bray Capital Advisors
Florida
$6.46M +$4.34K +23 +0.1%
BP
315
Ballentine Partners
Massachusetts
$6.45M
BFS
316
Beacon Financial Strategies
North Carolina
$6.45M +$171K +908 +2%
CANC
317
Culbertson A N & Co
Virginia
$6.43M +$478K +2,531 +7%
HFG
318
Heron Financial Group
New York
$6.42M +$673K +3,563 +10%
VVP
319
Venture Visionary Partners
Ohio
$6.4M +$174K +923 +3%
GA
320
Greytown Advisors
Florida
$6.38M +$151K +802 +2%
KA
321
Kearns & Associates
California
$6.34M +$152K +806 +2%
FPAS
322
Focus Partners Advisor Solutions
Missouri
$6.34M +$788K +4,176 +13%
CG
323
Caprock Group
Idaho
$6.32M +$23.2K +123 +0.3%
QIM
324
Quest Investment Management
Oregon
$6.28M -$1.89K -10 -0%
SIA
325
Strategic Investment Advisors
Michigan
$6.25M +$148K +782 +2%