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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
Benchmark Wealth Management
Connecticut
$8.83M -$80.5K -327 -0.9%
WIA
402
World Investment Advisors
California
$8.76M -$1.4M -5,705 -14%
WFPG
403
Waller Financial Planning Group
Ohio
$8.76M +$498K +2,022 +6%
FCI
404
Financial Counselors Inc
Kansas
$8.73M +$1.89M +7,670 +27%
AFS
405
Axiom Financial Strategies
Indiana
$8.72M -$2.42M -9,848 -21%
BKA
406
Brick & Kyle Associates
Pennsylvania
$8.68M +$984 +4 +0%
RWP
407
RWA Wealth Partners
Massachusetts
$8.68M +$985K +4,003 +12%
WMG
408
WESCAP Management Group
California
$8.65M +$55.1K +224 +0.6%
UFA
409
US Financial Advisors
Massachusetts
$8.65M +$57.6K +234 +0.7%
Lazard Asset Management
410
Lazard Asset Management
New York
$8.63M
JJBC
411
James J. Burns & Company
New York
$8.61M +$551K +2,239 +7%
EWA
412
Exencial Wealth Advisors
Oklahoma
$8.58M +$127K +516 +1%
SCA
413
Sandy Cove Advisors
Massachusetts
$8.57M +$174K +708 +2%
WA
414
Waverly Advisors
Alabama
$8.54M +$186K +754 +2%
Nuveen
415
Nuveen
North Carolina
$8.5M +$2.94M +11,930 +51%
CTA
416
Chesley Taft & Associates
Illinois
$8.49M +$333K +1,352 +4%
NL
417
NWAM LLC
Washington
$8.46M -$52.9K -215 -0.6%
FWM
418
Fonville Wealth Management
Virginia
$8.45M +$120K +489 +1%
B
419
Bailard
California
$8.44M
CNBT
420
Cornerstone National Bank & Trust
Illinois
$8.43M +$157K +639 +2%
LIG
421
Lokken Investment Group
Delaware
$8.41M -$1.76M -7,167 -17%
HFS
422
Hoge Financial Services
Pennsylvania
$8.41M +$90.3K +367 +1%
JBA
423
Johnson Bixby & Associates
Washington
$8.38M +$708K +2,877 +9%
MCA
424
Magnolia Capital Advisors
Mississippi
$8.34M +$718K +2,919 +9%
CG
425
Cynosure Group
Utah
$8.17M +$5.37M +21,807 +180%