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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
101
Ellenbecker Investment Group
Wisconsin
$25.1M +$4.47M +25,350 +24%
AAS
102
Avantax Advisory Services
Texas
$24.7M -$20.4M -115,888 -48%
JFGLC
103
Johnson Financial Group LLC (Colorado)
Colorado
$24.6M +$5.05M +28,645 +29%
US Bancorp
104
US Bancorp
Minnesota
$24.3M -$1.91M -10,853 -8%
RC
105
Randolph Company
Ohio
$23.5M +$106K +601 +0.5%
WIC
106
Whitegate Investment Counselors
New Hampshire
$23.3M +$758K +4,299 +4%
TFS
107
TrustCore Financial Services
Tennessee
$23.1M +$4.04M +22,918 +24%
UTC
108
Unified Trust Company
Kentucky
$23M +$941K +5,335 +5%
EW
109
Emerson Wealth
Michigan
$22.5M -$172K -974 -0.8%
CL
110
Choreo LLC
Illinois
$22.1M +$2.28M +12,948 +13%
SW
111
SVB Wealth
Massachusetts
$22.1M +$1.65M +9,378 +9%
MMA
112
Miracle Mile Advisors
California
$22M +$1.36M +7,726 +7%
Legacy Financial Group (Iowa)
113
Legacy Financial Group (Iowa)
Iowa
$22M +$19.9M +112,927 New
PIMG
114
Patriot Investment Management Group
Tennessee
$21.6M -$13.1M -74,529 -40%
CCM
115
Carlson Capital Management
Minnesota
$21.4M -$1.65M -9,359 -8%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$21.4M +$8.25M +46,780 +74%
EWA
117
EP Wealth Advisors
California
$20.7M -$1.76M -9,970 -9%
CCA
118
Column Capital Advisors
Indiana
$20.7M +$6.65M +37,717 +18%
FA
119
Fiducient Advisors
Illinois
$20.6M -$9.7K -55 -0.1%
BFA
120
Bluestem Financial Advisors
Illinois
$20.2M +$337K +1,910 +2%
CFFP
121
Center for Financial Planning
Michigan
$20M -$226K -1,283 -1%
DJSG
122
D.J. St. Germain
Massachusetts
$19.8M +$1.52M +8,600 +9%
PP
123
PrairieView Partners
Minnesota
$19.7M -$310K -1,759 -2%
PWMAG
124
Pinnacle Wealth Management Advisory Group
New Jersey
$19.7M -$343K -1,944 -2%
Comerica Bank
125
Comerica Bank
Texas
$19.6M -$333K -1,889 -2%