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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Cynosure Group
Utah
$11.5M +$24.9K +92 +0.2%
NAMP
352
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.4M +$233K +860 +2%
FWM
353
Fonville Wealth Management
Virginia
$11.4M +$66.6K +246 +0.6%
FOFP
354
Fee-Only Financial Planning
South Carolina
$11.3M -$155K -571 -1%
WAP
355
Wealth Analytics Partners
California
$11.2M -$173K -638 -1%
OIA
356
OneDigital Investment Advisors
Kansas
$11.1M -$2.44M -9,007 -18%
CAWM
357
Capital Advisors Wealth Management
Washington
$11.1M +$4.37M +16,160 +62%
BF
358
BOK Financial
Oklahoma
$11.1M +$1.85M +6,852 +19%
MFS
359
Madrona Financial Services
Washington
$11.1M -$105K -387 -0.9%
Franklin Resources
360
Franklin Resources
California
$11M +$4.79M +17,715 +72%
APIM
361
Agate Pass Investment Management
Washington
$11M -$195K -719 -2%
CPA
362
Capital Performance Advisors
California
$11M +$300K +1,110 +3%
CW
363
Code Waechter
Florida
$11M +$1.1M +4,065 +11%
CMAI
364
Capital Management Associates Inc
Minnesota
$11M +$133K +490 +1%
FAI
365
Fiduciary Advisors Inc
Missouri
$10.9M -$96.9K -358 -0.8%
CCM
366
Chilton Capital Management
Texas
$10.9M +$1.4M +5,190 +14%
CP
367
Capital Planning
Washington
$10.9M -$884K -3,266 -7%
PWM
368
Perigon Wealth Management
California
$10.9M -$16.2K -60 -0.1%
BM
369
Berman McAleer
Maryland
$10.8M -$214K -790 -2%
HI
370
Harbour Investments
Wisconsin
$10.8M +$4.62M +17,083 +71%
2L
371
25 LLC
Missouri
$10.8M +$222K +820 +2%
USCWA
372
U.S. Capital Wealth Advisors
Texas
$10.7M -$671K -2,481 -6%
AA
373
Apriem Advisors
California
$10.7M +$7.27M +26,875 +190%
TCM
374
TD Capital Management
Tennessee
$10.7M -$74.4K -275 -0.7%
EI
375
Ellevest Inc
New York
$10.7M +$361K +1,334 +3%