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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
526
JNBA Financial Advisors
Minnesota
$2.92M -$232K -1,043 -7%
GCA
527
Gradient Capital Advisors
California
$2.91M -$114K -515 -4%
MAG
528
Mokosak Advisory Group
Iowa
$2.9M -$60K -270 -2%
AI
529
Accredited Investors
Minnesota
$2.9M -$120K -541 -4%
CCFM
530
Clear Creek Financial Management
Washington
$2.9M +$30.5K +137 +1%
HCM
531
HM Capital Management
Missouri
$2.89M -$1.22M -5,474 -29%
BWM
532
Brickley Wealth Management
California
$2.88M -$4.89K -22 -0.2%
FNT
533
First National Trust
Pennsylvania
$2.88M -$76.5K -344 -3%
CWM
534
Cornerstone Wealth Management
Missouri
$2.87M +$121K +543 +4%
TA
535
Tiedemann Advisors
New York
$2.86M +$1.24M +5,582 +75%
SF
536
Synovus Financial
Georgia
$2.84M +$207K +932 +8%
KPWG
537
KFA Private Wealth Group
Virginia
$2.83M +$29.3K +132 +1%
ECA
538
Elevated Capital Advisors
Utah
$2.8M +$2.84M +12,791 New
WA
539
Waverly Advisors
Alabama
$2.79M +$35.6K +160 +1%
SFA
540
Semmax Financial Advisors
North Carolina
$2.78M -$407K -1,831 -13%
GCP
541
Gill Capital Partners
Colorado
$2.76M +$662K +2,979 +31%
SCM
542
SOL Capital Management
Maryland
$2.76M +$33.8K +152 +1%
BSSFA
543
Baron Silver Stevens Financial Advisors
Florida
$2.75M +$77.8K +350 +3%
NFG
544
Nadler Financial Group
Illinois
$2.74M -$1.12M -5,035 -29%
RIA
545
Regal Investment Advisors
Michigan
$2.74M -$176K -792 -6%
EDRH
546
Edmond de Rothschild Holding
Switzerland
$2.73M – – –
KeyBank National Association
547
KeyBank National Association
Ohio
$2.72M +$12.4K +56 +0.5%
VCM
548
Vivaldi Capital Management
Illinois
$2.68M -$19.8K -89 -0.7%
HTC
549
Haverford Trust Company
Pennsylvania
$2.66M +$2.22K +10 +0.1%
FCH
550
Freestone Capital Holdings
Washington
$2.66M +$81.1K +365 +3%