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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
501
Beacon Financial Group
Texas
$2.69M +$12.9K +73 +0.6%
WJWM
502
Williams Jones Wealth Management
New York
$2.69M +$16.2K +92 +0.7%
Franklin Resources
503
Franklin Resources
California
$2.66M +$462K +2,618 +24%
SEI Investments
504
SEI Investments
Pennsylvania
$2.64M +$2.39M +13,568 New
CI
505
Conning Inc
Connecticut
$2.61M +$190K +1,079 +9%
OGC
506
Oak Grove Capital
New Hampshire
$2.58M +$2.34M +13,267 New
SFA
507
Semmax Financial Advisors
North Carolina
$2.54M -$16.4K -93 -0.7%
PBF
508
Petix & Botte Financial
California
$2.53M -$175K -990 -7%
VCM
509
Vivaldi Capital Management
Illinois
$2.53M -$8.12K -46 -0.4%
WIA
510
Wealthstreet Investment Advisors
Texas
$2.51M
GCA
511
Greenwood Capital Associates
South Carolina
$2.49M -$1.18M -6,683 -34%
JWCA
512
J.W. Cole Advisors
Florida
$2.48M -$920K -5,213 -29%
GA
513
GoalVest Advisory
New York
$2.48M +$2.24M +12,711 New
BRM
514
Boston Research & Management
Massachusetts
$2.46M -$4.41K -25 -0.2%
CWM
515
Cornerstone Wealth Management
Missouri
$2.46M +$152K +864 +7%
SFA
516
Stewardship Financial Advisors
Georgia
$2.45M +$378K +2,140 +21%
EDRH
517
Edmond de Rothschild Holding
Switzerland
$2.43M +$2.21M +12,500 New
NFP
518
Novak Financial Planning
Maryland
$2.43M +$2.2M +12,497 New
SLT
519
St Louis Trust
Missouri
$2.43M +$10.2K +58 +0.5%
PA
520
PFG Advisors
Arizona
$2.43M +$245K +1,391 +13%
VAM
521
Verity Asset Management
North Carolina
$2.42M +$2.19M +12,412 New
NW
522
NewEdge Wealth
Pennsylvania
$2.4M +$2.17M +12,311 New
Millennium Management
523
Millennium Management
New York
$2.39M +$1.05M +5,937 +94%
OWA
524
Octavia Wealth Advisors
Ohio
$2.38M +$2.16M +12,241 New
TWM
525
TriaGen Wealth Management
California
$2.38M +$2.16M +12,216 New