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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
Brooklyn FI
New York
$8.33M +$1.95M +8,721 +33%
SL
402
Systelligence LLC
Minnesota
$8.32M +$7.83M +35,114 New
TWM
403
TriaGen Wealth Management
California
$8.3M +$373K +1,674 +5%
EWA
404
Exencial Wealth Advisors
Oklahoma
$8.3M +$77.4K +347 +1%
VVP
405
Venture Visionary Partners
Ohio
$8.29M -$414K -1,857 -5%
NL
406
NWAM LLC
Washington
$8.28M +$3.98M +17,828 +106%
HTC
407
Haverford Trust Company
Pennsylvania
$8.26M +$543K +2,436 +8%
RSWM
408
Robertson Stephens Wealth Management
California
$8.25M -$350K -1,571 -4%
PS
409
Principal Securities
Iowa
$8.22M -$2.88M -12,923 -27%
EI
410
Ellevest Inc
New York
$8.21M -$27.9M -125,200 -78%
RIM
411
RW Investment Management
Idaho
$8.2M -$41.7K -187 -0.5%
CW
412
Code Waechter
Florida
$8.19M +$7.71M +34,544 New
VWA
413
Visionary Wealth Advisors
Illinois
$8.15M +$969K +4,343 +14%
SCTC
414
Sanibel Captiva Trust Company
Florida
$8.14M -$1.07M -4,815 -12%
SC
415
Savant Capital
Illinois
$8.11M +$465K +2,083 +6%
JBA
416
Johnson Bixby & Associates
Washington
$8.1M -$365K -1,635 -5%
GRP
417
Global Retirement Partners
California
$8.06M +$7.59M +34,003 New
GHAM
418
Gilman Hill Asset Management
Connecticut
$8.04M +$429K +1,922 +6%
PFS
419
Prospera Financial Services
Texas
$8.03M +$1.44M +6,476 +24%
CAG
420
Crestwood Advisors Group
Massachusetts
$8.01M +$94.6K +424 +1%
BWM
421
Benchmark Wealth Management
Connecticut
$7.99M -$235K -1,055 -3%
DWM
422
Dynasty Wealth Management
Florida
$7.98M -$262K -1,175 -3%
BDF
423
Black Diamond Financial
Maryland
$7.98M +$19.6K +88 +0.3%
WMS
424
Wealth Management Strategies
Pennsylvania
$7.95M +$1.02M +4,582 +16%
EF
425
Elite Financial
Idaho
$7.9M -$148K -663 -2%