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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
551
May Barnhard Investments
Maryland
$6.94M +$259K +905 +4%
BPAMU
552
BTG Pactual Asset Management US
New York
$6.92M -$1.1M -3,850 -14%
MWM
553
Modern Wealth Management
Kansas
$6.81M +$395K +1,379 +7%
AFO
554
Aurelius Family Office
New Hampshire
$6.79M -$305K -1,065 -5%
KFGK
555
Keystone Financial Group (Kentucky)
Kentucky
$6.77M +$356K +1,242 +6%
AIS
556
American Investment Services
Massachusetts
$6.72M -$919K -3,205 -13%
WB
557
Webster Bank
Connecticut
$6.68M -$1.18M -4,101 -16%
IAN
558
Integrated Advisors Network
Texas
$6.68M +$49.6K +173 +0.8%
FCH
559
Freestone Capital Holdings
Washington
$6.66M +$257K +898 +4%
AFP
560
Ausdal Financial Partners
Iowa
$6.65M +$98.9K +345 +2%
CAMG
561
CWA Asset Management Group
Florida
$6.62M -$1.43K -5 -0%
CWS
562
Cypress Wealth Services
California
$6.62M +$11.8K +41 +0.2%
XF
563
XML Financial
Maryland
$6.61M +$299K +1,044 +5%
AWMA
564
Arbor Wealth Management (Arizona)
Arizona
$6.6M +$6.24M +21,786 New
MHC
565
May Hill Capital
Massachusetts
$6.56M -$105K -365 -2%
WA
566
Winter & Associates
Minnesota
$6.53M +$2.55M +8,905 +71%
HL
567
HeadInvest LLC
Maine
$6.52M -$173K -604 -3%
PJC
568
Phillip James Consulting
Minnesota
$6.52M +$6.16M +21,494 New
BAMG
569
Brand Asset Management Group
Missouri
$6.51M +$72.5K +253 +1%
Vanguard National Trust
570
Vanguard National Trust
Pennsylvania
$6.49M +$93.7K +327 +2%
CF
571
Carter Financial
California
$6.47M -$213K -743 -3%
APG
572
Abacus Planning Group
South Carolina
$6.47M -$150K -524 -2%
FCA
573
Fortis Capital Advisors
Kansas
$6.47M -$208K -727 -3%
NOI
574
Newton One Investments
Delaware
$6.38M +$10.6K +37 +0.2%
SEIA
575
Signature Estate & Investment Advisors
California
$6.38M -$537K -1,874 -8%