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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
551
Aspiriant LLC
California
$3.23M +$137K +605 +4%
BKA
552
Brick & Kyle Associates
Pennsylvania
$3.23M +$72.9K +321 +2%
BIM
553
Bridges Investment Management
Nebraska
$3.21M -$22.7K -100 -0.7%
GPWA
554
Great Point Wealth Advisors
Massachusetts
$3.19M – – –
ONSWM
555
Old North State Wealth Management
North Carolina
$3.18M +$3.19M +14,035 New
IA
556
IFG Advisors
Missouri
$3.17M -$17K -75 -0.5%
CWC
557
Carolinas Wealth Consulting
North Carolina
$3.16M -$128K -565 -4%
MSWMA
558
Market Street Wealth Management Advisors
Indiana
$3.16M -$320K -1,409 -9%
BP
559
BBR Partners
New York
$3.16M +$2.53M +11,116 +389%
CL
560
CPWM LLC
Washington
$3.15M +$3.27M +14,403 New
IP
561
Investment Partners
Ohio
$3.15M -$27.7K -122 -0.9%
CWM
562
Cornerstone Wealth Management
Missouri
$3.14M +$191K +841 +6%
SF
563
Synovus Financial
Georgia
$3.12M +$180K +793 +6%
WF
564
Welch & Forbes
Massachusetts
$3.12M – – –
LFAS
565
Level Four Advisory Services
Texas
$3.1M +$1.5M +6,601 +92%
FUBT
566
First United Bank & Trust
Maryland
$3.09M +$18K +79 +0.6%
WP
567
WealthPLAN Partners
Nebraska
$3.09M +$3.37M +14,821 New
GCP
568
Gill Capital Partners
Colorado
$3.07M +$217K +957 +8%
TPCW
569
TD Private Client Wealth
New York
$3.06M -$912K -4,012 -23%
Franklin Resources
570
Franklin Resources
California
$3.06M -$67.7M -298,120 -96%
CWM
571
Cranbrook Wealth Management
Michigan
$3.06M -$12.7K -56 -0.4%
GCA
572
Gradient Capital Advisors
California
$3.05M +$36.6K +161 +1%
BSSFA
573
Baron Silver Stevens Financial Advisors
Florida
$3.03M +$193K +850 +7%
MFT
574
Moisand Fitzgerald Tamayo
Florida
$3.02M -$149K -654 -5%
AIP
575
Ameritas Investment Partners
Nebraska
$3.02M +$371K +1,631 +14%