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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$3.13M -$353K -2,629 -11%
BWP
352
BSW Wealth Partners
Colorado
$3.08M +$2.84M +21,162 New
VC
353
Vicus Capital
Pennsylvania
$3.08M +$1.03M +7,642 +57%
LFAS
354
Level Four Advisory Services
Texas
$3.07M -$26.2K -195 -0.9%
FSC
355
Full Sail Capital
Oklahoma
$3.03M +$1.21M +9,013 +90%
AWS
356
AJ Wealth Strategies
New York
$3M +$2.41M +17,914 +662%
FLPIM
357
F.L. Putnam Investment Management
Massachusetts
$3M -$59.5K -443 -2%
MWA
358
Martel Wealth Advisors
Washington
$2.99M +$135K +1,004 +5%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$2.98M +$1.22M +9,097 +80%
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$2.95M -$167K -1,247 -6%
RJT
361
Raymond James Trust
Florida
$2.9M +$55.9K +416 +2%
HFA
362
Hoover Financial Advisors
Pennsylvania
$2.9M -$58.1K -433 -2%
PP
363
PDS Planning
Ohio
$2.86M +$1.09M +8,123 +70%
BRWM
364
B. Riley Wealth Management
Tennessee
$2.83M -$299K -2,226 -10%
SL
365
Systelligence LLC
Minnesota
$2.81M -$3.73M -27,787 -59%
QIM
366
Quest Investment Management
Oregon
$2.81M -$356K -2,652 -12%
WIC
367
Woodmont Investment Counsel
Tennessee
$2.76M +$2.54M +18,922 New
HFS
368
HBC Financial Services
Washington
$2.74M -$65.9K -491 -3%
HR
369
Hardy Reed
Mississippi
$2.73M
CWA
370
Clarity Wealth Advisors
California
$2.73M +$2.51M +18,703 New
MWM
371
Madison Wealth Management
Ohio
$2.7M +$411K +3,060 +20%
MAM
372
Marquette Asset Management
Minnesota
$2.68M +$237K +1,766 +11%
HL
373
HeadInvest LLC
Maine
$2.67M +$127K +946 +5%
BSW
374
Buckingham Strategic Wealth
Missouri
$2.67M -$303K -2,259 -11%
PFM
375
Phillips Financial Management
Indiana
$2.66M +$657K +4,893 +37%