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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Fiducient Advisors
Illinois
$12.8M -$1.17M -7,815 -7%
EW
102
Emerson Wealth
Michigan
$12.7M +$14M +92,877 +535%
CCM
103
Coldstream Capital Management
Washington
$12.5M -$7.64M -50,831 -32%
AAS
104
Avantax Advisory Services
Texas
$12.2M -$457K -3,041 -3%
BFA
105
Bluestem Financial Advisors
Illinois
$11.9M -$45.2K -301 -0.3%
BBA
106
BLB&B Advisors
Pennsylvania
$11.9M +$10.4M +68,883 +202%
Bessemer Group
107
Bessemer Group
New Jersey
$11.8M +$3.39M +22,552 +28%
PP
108
PrairieView Partners
Minnesota
$11.2M -$610K -4,059 -4%
BFG
109
Bouchey Financial Group
New York
$11.1M +$153K +1,017 +1%
SCA
110
Spearhead Capital Advisors
Florida
$10.9M +$14.2M +94,269 New
WA
111
WP Advisors
California
$10.7M +$13.8M +91,506 +6,896%
PA
112
Parallel Advisors
California
$10.6M -$1.6M -10,631 -10%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$10.4M -$468K -3,111 -45%
OPS
114
Orion Portfolio Solutions
Nebraska
$10.1M -$576K -3,830 -4%
CL
115
Choreo LLC
Illinois
$10.1M -$1.07M -7,145 -8%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$10M -$613K -4,082 -4%
WA
117
WBH Advisory
Maryland
$9.94M -$600K -3,990 -4%
CCG
118
Chatham Capital Group
Georgia
$9.87M +$2.38M +15,811 +23%
DJSG
119
D.J. St. Germain
Massachusetts
$9.87M +$12.8M +85,495 New
CFFP
120
Center for Financial Planning
Michigan
$9.86M +$2.69M +17,876 +26%
MCM
121
Maryland Capital Management
Maryland
$9.77M +$2.84M +18,921 +29%
BAM
122
Barrett Asset Management
New York
$9.65M -$3.21M -21,386 -20%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$9.59M +$3.24M +21,550 +35%
CCA
124
Column Capital Advisors
Indiana
$9.58M +$12.3M +81,973 +7,807%
SFS
125
Sowell Financial Services
Arkansas
$9.56M +$10.8M +71,679 +645%