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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
301
Von Berge Wealth Management Group
California
$7.76M +$24K +124 +0.3%
MCM
302
MAI Capital Management
Ohio
$7.74M -$118K -610 -1%
RWA
303
Roberts Wealth Advisors
California
$7.72M +$111K +571 +1%
CA
304
Crane Advisory
California
$7.72M +$1.9M +9,807 +31%
LNC
305
Lincoln National Corp
Pennsylvania
$7.71M +$460K +2,371 +6%
CCM
306
Condor Capital Management
New Jersey
$7.7M -$42.5K -219 -0.5%
SIA
307
Strategic Investment Advisors
Michigan
$7.66M +$869K +4,480 +12%
MPW
308
Monterey Private Wealth
California
$7.64M +$174K +895 +2%
JAFL
309
Jay A. Fishman Ltd
Michigan
$7.62M -$27.1K -140 -0.3%
WMG
310
WESCAP Management Group
California
$7.58M +$63.2K +326 +0.8%
AWM
311
Aries Wealth Management
Maine
$7.58M +$206K +1,062 +3%
CWA
312
Clarity Wealth Advisors
California
$7.54M +$139K +716 +2%
PP
313
PDS Planning
Ohio
$7.52M +$12.6K +65 +0.2%
GA
314
Greytown Advisors
Florida
$7.49M +$76.2K +393 +1%
FSC
315
Full Sail Capital
Oklahoma
$7.49M -$287K -1,482 -4%
AFS
316
Axiom Financial Strategies
Indiana
$7.48M +$290K +1,493 +4%
CAAS
317
Capital Asset Advisory Services
Michigan
$7.48M +$1.02M +5,243 +15%
AF
318
Allworth Financial
California
$7.44M +$733K +3,781 +11%
CFGF
319
Compass Financial Group (Florida)
Florida
$7.41M +$21.5K +111 +0.3%
CCA
320
Checchi Capital Advisers
California
$7.41M -$220K -1,133 -3%
BFS
321
Beacon Financial Strategies
North Carolina
$7.4M +$136K +702 +2%
ASN
322
Advisory Services Network
Georgia
$7.38M +$1.48M +7,651 +24%
APIM
323
Agate Pass Investment Management
Washington
$7.36M +$1.02M +5,245 +16%
NAS
324
Nicolet Advisory Services
Wisconsin
$7.35M +$498K +2,570 +7%
CCM
325
Chilton Capital Management
Texas
$7.31M +$319K +1,647 +4%