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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
426
Orgel Wealth Management
Wisconsin
$10.3M +$25.2K +88 +0.3%
RC
427
Roundview Capital
New Jersey
$10.3M +$873K +3,045 +10%
PCS
428
Private Client Services
Kentucky
$10.2M +$2.81M +9,817 +41%
CG
429
Cynosure Group
Utah
$10.2M -$2.85M -9,929 -23%
SHWM
430
Smith & Howard Wealth Management
Georgia
$10.2M -$794K -2,772 -8%
BW
431
BIP Wealth
Georgia
$10.2M +$1.49M +5,207 +18%
RI
432
Rinkey Investments
California
$10.1M +$459K +1,600 +5%
SFG
433
Sovereign Financial Group
Connecticut
$10M +$356K +1,243 +4%
Empower Advisory Group
434
Empower Advisory Group
Colorado
$10M +$92K +321 +1%
SCA
435
Sandy Cove Advisors
Massachusetts
$10M -$81.1K -283 -0.8%
JBA
436
Johnson Bixby & Associates
Washington
$10M +$916K +3,197 +11%
MT
437
Midwest Trust
Kansas
$9.97M +$88.8K +310 +1%
HWM
438
Howard Wealth Management
Connecticut
$9.95M +$275K +961 +3%
PA
439
Prosperity Advisers
Pennsylvania
$9.87M +$197K +687 +2%
SCTC
440
Sanibel Captiva Trust Company
Florida
$9.84M +$253K +883 +3%
OE
441
OFS Enterprise
Nebraska
$9.83M -$74.8K -261 -0.8%
RIG
442
Ramiah Investment Group
Wisconsin
$9.81M +$224K +781 +2%
PFS
443
Prospera Financial Services
Texas
$9.72M -$355K -1,240 -4%
FPWM
444
Five Pine Wealth Management
Idaho
$9.7M -$231K -807 -2%
Franklin Resources
445
Franklin Resources
California
$9.67M -$2.94M -10,254 -24%
WMG
446
WESCAP Management Group
California
$9.62M -$214K -745 -2%
HTC
447
Haverford Trust Company
Pennsylvania
$9.62M -$44.1K -154 -0.5%
EF
448
Elite Financial
Idaho
$9.6M -$187K -653 -2%
FB
449
First Bancorp
Maine
$9.6M +$5.45K +19 +0.1%
CA
450
Cambridge Advisors
Nebraska
$9.59M