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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
401
First Heartland Consultants
Missouri
$6.82M +$1.72M +8,919 +39%
JBA
402
Johnson Bixby & Associates
Washington
$6.81M +$54.1K +281 +0.9%
HWM
403
Howard Wealth Management
Connecticut
$6.76M -$60.7K -315 -1%
OFS
404
OneAscent Financial Services
Alabama
$6.74M +$3.37M +17,484 +124%
VWA
405
Visionary Wealth Advisors
Illinois
$6.71M -$116K -600 -2%
OFS
406
Oldfather Financial Services
Nebraska
$6.7M +$64.7K +336 +1%
CTA
407
Chesley Taft & Associates
Illinois
$6.7M +$170K +880 +3%
ECM
408
Evergreen Capital Management
Washington
$6.67M -$375K -1,948 -6%
HTC
409
Haverford Trust Company
Pennsylvania
$6.66M +$563K +2,920 +10%
MCM
410
Manchester Capital Management
Vermont
$6.63M -$97.5K -506 -2%
SW
411
SVB Wealth
Massachusetts
$6.58M -$313K -1,625 -5%
MIS
412
Morningstar Investment Services
Illinois
$6.57M +$2.91M +15,129 +99%
CAG
413
Crestwood Advisors Group
Massachusetts
$6.56M +$610K +3,164 +11%
AL
414
Aspiriant LLC
California
$6.56M +$1.04M +5,423 +21%
GRP
415
Global Retirement Partners
California
$6.55M +$230K +1,196 +4%
LI
416
Latigo Investments
Florida
$6.52M +$29.3K +152 +0.5%
WFA
417
Wells Financial Advisors
Massachusetts
$6.49M +$204K +1,059 +4%
NF
418
NavPoint Financial
Minnesota
$6.47M +$5.84M +30,334 New
MA
419
Mutual Advisors
Nebraska
$6.42M -$995K -5,166 -15%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$6.41M -$94K -488 -2%
ECG
421
Edge Capital Group
Georgia
$6.39M +$531K +2,758 +10%
CA
422
Cambridge Advisors
Nebraska
$6.39M
Focus Partners Wealth
423
Focus Partners Wealth
Massachusetts
$6.32M +$5.71M +29,624 New
HFS
424
Hoge Financial Services
Pennsylvania
$6.31M +$5.7M +29,584 New
BF
425
Brooklyn FI
New York
$6.3M +$1.69M +8,749 +42%