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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
526
Phillips Financial Management
Indiana
$3.3M -$4.84K -23 -0.1%
NEWAS
527
N.E.W. Advisory Services
Wisconsin
$3.3M +$837K +3,977 +35%
EA
528
Elm Advisors
California
$3.27M -$3.63M -17,235 -53%
CC
529
Courier Capital
New York
$3.25M -$50.3K -239 -2%
MAM
530
Mystic Asset Management
Rhode Island
$3.25M +$27.4K +130 +0.9%
MSWMA
531
Market Street Wealth Management Advisors
Indiana
$3.24M +$267K +1,269 +9%
CI
532
Conning Inc
Connecticut
$3.22M
CWMGP
533
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.21M -$780K -3,703 -20%
TPCW
534
TD Private Client Wealth
New York
$3.17M +$292K +1,389 +10%
TT
535
TI-Trust
Illinois
$3.17M -$46.3K -220 -1%
BAM
536
Belpointe Asset Management
Nevada
$3.17M +$12.4K +59 +0.4%
MA
537
Modus Advisors
Minnesota
$3.15M +$38.5K +183 +1%
HFS
538
HBC Financial Services
Washington
$3.14M -$26.7K -127 -0.8%
FB
539
First Bancorp
Maine
$3.12M -$76K -361 -2%
AIP
540
Ameritas Investment Partners
Nebraska
$3.11M +$265K +1,259 +9%
RSWM
541
Robertson Stephens Wealth Management
California
$3.09M -$1.58M -7,519 -34%
KeyBank National Association
542
KeyBank National Association
Ohio
$3.09M +$343K +1,629 +13%
Fiera Capital (Canada)
543
Fiera Capital (Canada)
Quebec, Canada
$3.09M -$27.6K -131 -0.9%
IFAM
544
Institutional & Family Asset Management
Colorado
$3.09M -$61.5K -292 -2%
FPS
545
Fieldpoint Private Securities
Connecticut
$3.07M -$54.1K -257 -2%
LWP
546
Laurel Wealth Planning
Minnesota
$3.05M -$306K -1,454 -9%
TMWM
547
Taylor & Morgan Wealth Management
Michigan
$3.04M -$58.1K -276 -2%
BIM
548
Bridges Investment Management
Nebraska
$3.02M
AI
549
Accredited Investors
Minnesota
$3.02M +$241K +1,146 +9%
SF
550
Synovus Financial
Georgia
$3.02M +$82.9K +394 +3%