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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMG
351
WESCAP Management Group
California
$6.88M -$171K -856 -2%
MWM
352
Madison Wealth Management
Ohio
$6.82M +$70.5K +354 +1%
BWM
353
Benchmark Wealth Management
Connecticut
$6.8M -$344K -1,727 -5%
WFPG
354
Waller Financial Planning Group
Ohio
$6.79M -$35.3K -177 -0.5%
CCM
355
Carlson Capital Management
Minnesota
$6.79M -$25.1K -126 -0.3%
NFW
356
Noble Family Wealth
Florida
$6.71M +$498K +2,498 +8%
B
357
Bailard
California
$6.69M +$5.13M +25,759 +268%
MA
358
Mutual Advisors
Nebraska
$6.67M +$2.39M +12,007 +52%
BDF
359
Black Diamond Financial
Maryland
$6.66M +$341K +1,714 +5%
SC
360
Steph & Co
Wisconsin
$6.64M +$214K +1,075 +3%
HAC
361
Harbor Advisory Corp
New Hampshire
$6.64M +$262K +1,315 +4%
Citadel Advisors
362
Citadel Advisors
Florida
$6.62M +$6.36M +31,929 +1,042%
AGA
363
Arkos Global Advisors
Texas
$6.61M -$173K -868 -2%
ASN
364
Advisory Services Network
Georgia
$6.61M +$315K +1,581 +5%
BDFN
365
Bond & Devick Financial Network
Minnesota
$6.57M +$99K +497 +1%
RPG
366
Resource Planning Group
Georgia
$6.56M -$57.8K -290 -0.8%
5SA
367
5th Street Advisors
Connecticut
$6.53M -$5.38K -27 -0.1%
Financial Engines Advisors
368
Financial Engines Advisors
California
$6.48M -$135K -676 -2%
H
369
HoyleCohen
California
$6.48M -$1.41M -7,053 -17%
OIA
370
OneDigital Investment Advisors
Kansas
$6.48M -$353K -1,773 -5%
CAM
371
Cresset Asset Management
Illinois
$6.42M -$1.14M -5,743 -14%
CG
372
Caprock Group
Idaho
$6.41M -$159K -799 -2%
CA
373
CSM Advisors
Pennsylvania
$6.41M +$5.18K +26 +0.1%
AFS
374
Axiom Financial Strategies
Indiana
$6.36M +$1.89M +9,464 +39%
AOI
375
Auto-Owners Insurance
Michigan
$6.35M