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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
326
Crestwood Advisors Group
Massachusetts
$12.7M +$4.19M +15,470 +47%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$12.6M -$8.51M -31,433 -39%
PCA
328
Peddock Capital Advisors
Massachusetts
$12.6M +$321K +1,185 +3%
CTWM
329
Cherry Tree Wealth Management
Minnesota
$12.6M +$117K +431 +0.9%
VF
330
Vawter Financial
Ohio
$12.6M -$220K -813 -2%
PCA
331
Prosperity Capital Advisors
Ohio
$12.6M +$737K +2,725 +6%
HNW
332
High Note Wealth
Minnesota
$12.5M -$13.5K -50 -0.1%
SWP
333
Stratos Wealth Partners
Ohio
$12.5M +$81.2K +300 +0.6%
DK
334
David Kennon
Florida
$12.4M +$6.22K +23 +0%
WT
335
Whittier Trust
California
$12.3M -$372K -1,374 -3%
BWCS
336
Beirne Wealth Consulting Services
Connecticut
$12.3M +$2.04M +7,528 +19%
IIA
337
Integral Investment Advisors
California
$12.2M -$95.8K -354 -0.8%
CNC
338
Canandaigua National Corp
New York
$12.2M +$12.6M +46,569 New
GM
339
GeoWealth Management
Illinois
$12.2M -$268K -991 -2%
JJBC
340
James J. Burns & Company
New York
$12.1M +$381K +1,407 +3%
MAV
341
Mason & Associates (Virginia)
Virginia
$12M -$227K -837 -2%
JFG
342
JDM Financial Group
Texas
$12M +$1.06M +3,911 +4%
SFA
343
Spectrum Financial Alliance
Kentucky
$11.9M +$84.2K +311 +0.7%
DC
344
Dorval Corp
Minnesota
$11.9M +$64.9K +240 +0.5%
CA
345
CSM Advisors
Pennsylvania
$11.9M +$618K +2,285 +5%
CG
346
Caprock Group
Idaho
$11.6M -$168K -619 -1%
SCP
347
Silverleafe Capital Partners
Tennessee
$11.5M +$3.29M +12,168 +38%
SMA
348
Sage Mountain Advisors
Georgia
$11.5M -$1.98M -7,299 -14%
PWM
349
Praetorian Wealth Management
California
$11.5M +$69.5K +257 +0.6%
KWA
350
Kingswood Wealth Advisors
California
$11.5M +$2.66M +9,839 +29%