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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
351
Focus Partners Advisor Solutions
Missouri
$5.81M +$1.47M +7,597 +30%
BDFN
352
Bond & Devick Financial Network
Minnesota
$5.72M +$174K +899 +3%
JBA
353
Johnson Bixby & Associates
Washington
$5.69M +$90.8K +470 +1%
CA
354
CSM Advisors
Pennsylvania
$5.69M +$548K +2,840 +10%
BWA
355
BlueSky Wealth Advisors
North Carolina
$5.66M -$678K -3,511 -10%
RSWM
356
Robertson Stephens Wealth Management
California
$5.66M +$3.39M +17,559 +121%
CG
357
Colony Group
Massachusetts
$5.63M -$120K -619 -2%
HWM
358
Howard Wealth Management
Connecticut
$5.63M -$216K -1,116 -3%
CP
359
Capital Planning
Washington
$5.63M -$87.5K -453 -1%
GSIS
360
Global Strategic Investment Solutions
Arizona
$5.63M -$333K -1,723 -5%
MC
361
McMorgan & Co
California
$5.59M +$14.5K +75 +0.2%
AF
362
Allworth Financial
California
$5.59M -$629K -3,255 -9%
FC
363
Forte Capital
New York
$5.56M +$2.03M +10,538 +50%
SPIA
364
Steward Partners Investment Advisory
New York
$5.55M -$1.21M -6,278 -17%
LWAC
365
Laurel Wealth Advisors (California)
California
$5.4M -$4.61M -23,895 -44%
CA
366
Cambridge Advisors
Nebraska
$5.38M +$270K +1,400 +5%
BRWM
367
B. Riley Wealth Management
Tennessee
$5.38M +$775K +4,011 +15%
EWM
368
Evercore Wealth Management
New York
$5.36M -$44.4K -230 -0.7%
SF
369
Summit Financial
New Jersey
$5.29M +$225K +1,165 +4%
ML
370
McAdam LLC
Pennsylvania
$5.25M -$17.8K -92 -0.3%
ATPW
371
Ashton Thomas Private Wealth
Arizona
$5.24M +$189K +981 +3%
AWM
372
Abound Wealth Management
Tennessee
$5.21M +$277K +1,437 +5%
GGS
373
Galvin Gaustad & Stein
Arizona
$5.19M -$416K -2,152 -7%
ECG
374
Edge Capital Group
Georgia
$5.15M -$3.88M -20,118 -41%
NL
375
NWAM LLC
Washington
$5.15M -$70.5K -365 -1%