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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPP
301
ETF Portfolio Partners
Kansas
$11.3M +$10.8M +45,384 +803%
2L
302
25 LLC
Missouri
$11.3M +$306K +1,281 +3%
BFG
303
Bleakley Financial Group
New Jersey
$11.3M -$267K -1,118 -2%
AF
304
Arrow Financial
New York
$11.3M -$72.1K -302 -0.6%
JWM
305
JFG Wealth Management
Colorado
$11.2M +$681K +2,853 +6%
OC
306
Oppenheimer & Co
New York
$11.2M -$1.25M -5,239 -9%
AWA
307
Arbor Wealth Advisors
Michigan
$11.2M +$227K +952 +2%
BNP Paribas Financial Markets
308
BNP Paribas Financial Markets
France
$11M -$22.7M -95,021 -66%
CNBT
309
Canandaigua National Bank & Trust
New York
$10.9M -$323K -1,354 -3%
SLT
310
St Louis Trust
Missouri
$10.9M -$159K -664 -1%
JIC
311
Johnson Investment Counsel
Ohio
$10.9M +$514K +2,153 +5%
WWWM
312
White Wing Wealth Management
Texas
$10.8M +$753K +3,155 +6%
DK
313
David Kennon
Florida
$10.8M -$288K -1,207 -2%
CGPCS
314
Capital Group Private Client Services
California
$10.8M +$1.69M +7,058 +17%
FNC
315
First National Corp
Massachusetts
$10.7M +$233K +976 +2%
AWM
316
Aries Wealth Management
Maine
$10.6M +$76.7K +321 +0.7%
SCI
317
Silver Coast Investments
United States
$10.6M +$861K +3,607 +8%
OCFG
318
O'Connor Financial Group
Illinois
$10.6M +$285K +1,194 +3%
FWM
319
Focused Wealth Management
New York
$10.6M +$469K +1,963 +4%
ARC
320
Advisor Resource Council
Texas
$10.5M +$11.6M +48,704 +3,602%
RWA
321
Roberts Wealth Advisors
California
$10.5M -$1.38M -5,776 -11%
OIA
322
OneDigital Investment Advisors
Kansas
$10.5M -$222K -928 -2%
CWA
323
Clarity Wealth Advisors
California
$10.5M +$139K +583 +1%
HNW
324
High Note Wealth
Minnesota
$10.5M +$166K +696 +1%
TPCW
325
TD Private Client Wealth
New York
$10.4M +$1.58M +6,597 +16%