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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Circle Wealth Management
New Jersey
$8.9M -$133K -555 -1%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$8.89M -$2.49M -10,434 -21%
BFS
378
Beacon Financial Strategies
North Carolina
$8.86M -$67.1K -281 -0.7%
DAS
379
Dynamic Advisor Solutions
Arizona
$8.85M +$9.53M +39,892 New
LFP
380
Leeward Financial Partners
Washington
$8.76M +$602K +2,521 +7%
SCTC
381
Sanibel Captiva Trust Company
Florida
$8.69M +$122K +510 +1%
DF
382
Dunhill Financial
United Kingdom
$8.66M +$6.59M +27,589 +242%
KA
383
Kearns & Associates
California
$8.63M -$137K -572 -1%
CANC
384
Culbertson A N & Co
Virginia
$8.63M -$137K -572 -1%
NAS
385
Nicolet Advisory Services
Wisconsin
$8.62M -$227K -949 -2%
HWM
386
Horizons Wealth Management
North Carolina
$8.59M +$39.2K +164 +0.4%
FAI
387
Fiduciary Advisors Inc
Missouri
$8.55M +$161K +674 +2%
MFS
388
Madrona Financial Services
Washington
$8.55M +$9.2M +38,535 New
RWP
389
RWA Wealth Partners
Massachusetts
$8.48M +$503K +2,107 +6%
ETC
390
Exchange Traded Concepts
Oklahoma
$8.47M +$9.12M +38,178 New
JJBC
391
James J. Burns & Company
New York
$8.46M +$546K +2,288 +6%
FAM
392
Frontier Asset Management
Wyoming
$8.46M -$1.11M -4,654 -11%
BWA
393
BlueSky Wealth Advisors
North Carolina
$8.44M +$105K +441 +1%
QCM
394
Quantinno Capital Management
New York
$8.39M +$7.72M +32,346 +590%
PCA
395
Prosperity Capital Advisors
Ohio
$8.3M -$1.02M -4,269 -10%
Empower Advisory Group
396
Empower Advisory Group
Colorado
$8.3M -$125K -524 -1%
ECM
397
Evergreen Capital Management
Washington
$8.25M -$119K -500 -1%
AFS
398
Axiom Financial Strategies
Indiana
$8.19M +$153K +639 +2%
HFS
399
Hoge Financial Services
Pennsylvania
$8.17M +$444K +1,859 +5%
VVP
400
Venture Visionary Partners
Ohio
$8.17M -$2.66M -11,143 -23%