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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Abound Wealth Management
Tennessee
$11.9M +$113K +460 +0.9%
AWA
302
Arbor Wealth Advisors
Michigan
$11.9M +$731K +2,969 +6%
VBWMG
303
Von Berge Wealth Management Group
California
$11.8M +$113K +458 +1%
OFS
304
OneAscent Financial Services
Alabama
$11.8M +$12.1M +49,091 New
WWWM
305
White Wing Wealth Management
Texas
$11.8M +$107K +436 +0.9%
APIM
306
Agate Pass Investment Management
Washington
$11.7M +$348K +1,413 +3%
OIA
307
OneDigital Investment Advisors
Kansas
$11.6M +$233K +947 +2%
VVP
308
Venture Visionary Partners
Ohio
$11.5M +$82.7K +336 +0.7%
JWM
309
JFG Wealth Management
Colorado
$11.5M +$689K +2,800 +6%
AWM
310
Aries Wealth Management
Maine
$11.5M +$96.2K +391 +0.8%
RPC
311
Rossmore Private Capital
Connecticut
$11.5M +$29K +118 +0.2%
Kovitz Investment Group Partners
312
Kovitz Investment Group Partners
Illinois
$11.4M +$21.9K +89 +0.2%
FNC
313
First National Corp
Massachusetts
$11.4M +$207K +840 +2%
QCM
314
QRG Capital Management
Illinois
$11.4M +$2.03M +8,247 +21%
CFP
315
Curran Financial Partners
South Carolina
$11.4M +$2.15M +8,739 +23%
P
316
&Partners
Tennessee
$11.3M +$3.65M +14,816 +47%
DW30
317
Drucker Wealth 3.0
New Jersey
$11.3M +$3.88M +15,773 +50%
JIC
318
Johnson Investment Counsel
Ohio
$11.3M +$484K +1,966 +4%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$11.2M -$152K -617 -1%
AF
320
Allworth Financial
California
$11.2M +$1.93M +7,827 +21%
CWA
321
Clarity Wealth Advisors
California
$11.2M +$517K +2,101 +5%
FHA
322
Flagship Harbor Advisors
Massachusetts
$11.2M -$613K -2,490 -5%
OCFG
323
O'Connor Financial Group
Illinois
$11.2M +$189K +768 +2%
CA
324
CSM Advisors
Pennsylvania
$11.2M +$2.55M +10,378 +29%
HNW
325
High Note Wealth
Minnesota
$11.2M +$113K +459 +1%