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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
551
Central Trust Company
Missouri
$2.7M +$192K +866 +8%
SWM
552
Spire Wealth Management
Virginia
$2.7M -$76.5K -345 -3%
EAM
553
Evanson Asset Management
California
$2.69M +$399K +1,800 +18%
CHA
554
Carmichael Hill & Associates
Maryland
$2.68M +$15.7K +71 +0.6%
CCA
555
Checchi Capital Advisers
California
$2.68M -$28.1K -127 -1%
AWA
556
Acorn Wealth Advisors
Michigan
$2.67M -$11.1K -50 -0.4%
OWA
557
Octavia Wealth Advisors
Ohio
$2.67M -$99.5K -449 -4%
BAM
558
Belpointe Asset Management
Nevada
$2.66M -$712K -3,213 -21%
FCH
559
Freestone Capital Holdings
Washington
$2.66M -$71.6K -323 -3%
BRM
560
Boston Research & Management
Massachusetts
$2.64M -$114K -515 -4%
GW
561
GW & Wade
Massachusetts
$2.63M +$2.59M +11,688 New
KTM
562
Keeler Thomas Management
Utah
$2.63M +$1.11M +5,004 +75%
MHIC
563
Marble Harbor Investment Counsel
Massachusetts
$2.62M +$74.7K +337 +3%
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$2.62M +$91.1K +411 +4%
WFA
565
Wade Financial Advisory
California
$2.62M +$289K +1,303 +13%
BFG
566
Beacon Financial Group
Texas
$2.6M -$217K -978 -8%
WA
567
Waverly Advisors
Alabama
$2.59M -$101K -457 -4%
AA
568
Alesco Advisors
New York
$2.58M -$17.7K -80 -0.7%
FHC
569
First Heartland Consultants
Missouri
$2.57M +$65.4K +295 +3%
SEI Investments
570
SEI Investments
Pennsylvania
$2.56M -$32.4K -146 -1%
VCM
571
Virtue Capital Management
Tennessee
$2.55M +$214K +966 +9%
CWM
572
Calamos Wealth Management
Illinois
$2.54M
OGC
573
Oak Grove Capital
New Hampshire
$2.53M +$122K +550 +5%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$2.51M +$102K +459 +4%
EFS
575
Essex Financial Services
Connecticut
$2.5M