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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$46.5M +$6.96M +24,293 +19%
AA
127
ALPS Advisors
Colorado
$46.1M -$354K -1,235 -0.8%
IFPL
128
Investments & Financial Planning LLC
Kentucky
$45.3M +$230K +801 +0.5%
BFA
129
Brown Financial Advisory
Alabama
$44.8M +$1.86M +6,479 +5%
BCI
130
Brinker Capital Investments
Pennsylvania
$44.7M +$7.67M +26,763 +22%
MCIA
131
Mountain Capital Investment Advisors
Colorado
$44.3M +$714K +2,493 +2%
DWS
132
Discipline Wealth Solutions
South Carolina
$44.3M +$3.71M +12,944 +10%
AC
133
Apella Capital
Connecticut
$44.2M +$1.66M +5,785 +4%
CAAS
134
Capital Asset Advisory Services
Michigan
$43.5M +$2.08M +7,261 +5%
AA
135
Aufman Associates
Pennsylvania
$42.8M -$490K -1,710 -1%
Legacy Financial Group (Iowa)
136
Legacy Financial Group (Iowa)
Iowa
$41.7M -$1.78M -6,200 -4%
NIM
137
Northeast Investment Management
Massachusetts
$41.7M +$1.31M +4,581 +3%
AFG
138
Atomi Financial Group
New York
$41.7M +$115K +402 +0.3%
ABC
139
Associated Banc-Corp
Wisconsin
$41.3M +$909K +3,172 +2%
CWM
140
Connecticut Wealth Management
Connecticut
$41.1M -$1.95M -6,815 -5%
BCM
141
Brookstone Capital Management
Illinois
$40.8M +$3.61M +12,592 +10%
HIMC
142
Heritage Investors Management Corp
Maryland
$40.6M -$2.55M -8,914 -6%
SCA
143
Scott Capital Advisors
Oregon
$40.2M -$773K -2,696 -2%
Northern Trust
144
Northern Trust
Illinois
$40.1M -$127K -442 -0.3%
DADC
145
D.A. Davidson & Co
Montana
$40.1M -$909K -3,171 -2%
MWP
146
Moller Wealth Partners
$40.1M -$1.16M -4,037 -3%
WF
147
Whelan Financial
California
$39.3M +$126K +441 +0.3%
Lido Advisors
148
Lido Advisors
California
$38.7M -$5.3M -18,510 -13%
WA
149
Waverly Advisors
Alabama
$38.6M +$201K +702 +0.6%
RC
150
Randolph Company
Ohio
$38.3M +$4.58K +16 +0%