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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
326
Sage Mountain Advisors
Georgia
$10.7M -$20.5K -92 -0.2%
HNB
327
Huntington National Bank
Ohio
$10.7M
CG
328
Cynosure Group
Utah
$10.6M -$135K -606 -1%
AWM
329
Apollon Wealth Management
South Carolina
$10.6M -$4.55M -20,415 -31%
CIA
330
Concurrent Investment Advisors
Florida
$10.6M +$2.11M +9,468 +27%
DWM
331
Diversify Wealth Management
Utah
$10.6M +$219K +982 +2%
PCA
332
Peddock Capital Advisors
Massachusetts
$10.6M +$549K +2,461 +6%
TPF
333
Tribridge Partners Financial
Maryland
$10.6M +$9.93M +44,528 New
PWM
334
Perigon Wealth Management
California
$10.5M +$137K +614 +1%
NAS
335
Nicolet Advisory Services
Wisconsin
$10.5M +$358K +1,605 +4%
SWP
336
Stratos Wealth Partners
Ohio
$10.4M +$168K +755 +2%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$10.4M -$349K -1,566 -3%
CTWM
338
Cherry Tree Wealth Management
Minnesota
$10.4M +$270K +1,211 +3%
FOFP
339
Fee-Only Financial Planning
South Carolina
$10.4M +$87K +390 +0.9%
CP
340
Capital Planning
Washington
$10.4M -$68.3K -306 -0.7%
TRCT
341
Tower Research Capital (TRC)
New York
$10.3M +$9.73M +43,604 +242,244%
AQR Capital Management
342
AQR Capital Management
Connecticut
$10.3M +$4.19M +18,778 +76%
WA
343
Waverly Advisors
Alabama
$10.2M +$305K +1,366 +3%
PP
344
PrairieView Partners
Minnesota
$10.2M -$2.58M -11,580 -21%
PCM
345
Penserra Capital Management
California
$10.1M -$3.67M -16,441 -28%
MNA
346
Manning & Napier Advisors
New York
$10.1M -$155K -695 -2%
FWM
347
Fonville Wealth Management
Virginia
$10.1M -$75K -336 -0.8%
APIM
348
Agate Pass Investment Management
Washington
$10.1M -$492K -2,206 -5%
FHA
349
Flagship Harbor Advisors
Massachusetts
$10.1M -$630K -2,825 -6%
VA
350
VestGen Advisors
Illinois
$9.95M -$80.8K -362 -0.9%