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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
301
Wedmont Private Capital
Pennsylvania
$8.35M +$786K +3,946 +10%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$8.33M +$5.46M +27,381 +164%
BFEC
303
Benjamin F. Edwards & Company
Missouri
$8.28M -$764K -3,833 -8%
JIC
304
Johnson Investment Counsel
Ohio
$8.27M +$31.9K +160 +0.4%
VBWMG
305
Von Berge Wealth Management Group
California
$8.2M +$184K +922 +2%
William Blair & Company
306
William Blair & Company
Illinois
$8.07M -$399K -2,005 -4%
EWA
307
Exencial Wealth Advisors
Oklahoma
$8.06M -$349K -1,750 -4%
EWA
308
Evolution Wealth Advisors
Florida
$8.04M +$16.7K +84 +0.2%
CA
309
Cetera Advisors
Colorado
$8.02M +$502K +2,518 +6%
TCM
310
TD Capital Management
Tennessee
$8.01M +$18.1K +91 +0.2%
MPW
311
Monterey Private Wealth
California
$8M +$286K +1,436 +4%
RWA
312
Roberts Wealth Advisors
California
$7.98M +$261K +1,312 +3%
ML
313
McAdam LLC
Pennsylvania
$7.97M +$536K +2,692 +7%
AFS
314
Annapolis Financial Services
Maryland
$7.89M -$110K -551 -1%
HNW
315
High Note Wealth
Minnesota
$7.82M +$237K +1,190 +3%
NAMP
316
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.81M +$31.9K +160 +0.4%
Lazard Asset Management
317
Lazard Asset Management
New York
$7.79M
WB
318
Webster Bank
Connecticut
$7.78M +$344K +1,727 +4%
APIM
319
Agate Pass Investment Management
Washington
$7.77M -$328K -1,644 -4%
PWP
320
Perfromance Wealth Partners
Illinois
$7.74M +$1.44M +7,207 +21%
CWA
321
Clarity Wealth Advisors
California
$7.74M +$147K +740 +2%
PP
322
PDS Planning
Ohio
$7.71M +$114K +570 +1%
PA
323
Parkside Advisors
California
$7.7M -$105K -529 -1%
AWM
324
Aries Wealth Management
Maine
$7.69M +$132K +664 +2%
CFGF
325
Compass Financial Group (Florida)
Florida
$7.63M +$39.1K +196 +0.5%