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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
126
Center for Financial Planning
Michigan
$23.2M +$1.03M +4,645 +5%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$22.7M +$32.9K +148 +0.1%
DJSG
128
D.J. St. Germain
Massachusetts
$21.9M +$13.8K +62 +0.1%
PP
129
PrairieView Partners
Minnesota
$21.9M +$618K +2,778 +3%
Northern Trust
130
Northern Trust
Illinois
$21.6M +$68.7K +309 +0.3%
MGIA
131
Moneta Group Investment Advisors
Missouri
$21.3M +$1.86M +8,387 +9%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$21M +$1.96M +8,821 +10%
RFC
133
Regions Financial Corp
Alabama
$20.9M +$1.56M +6,996 +8%
MWP
134
Moller Wealth Partners
$20.8M +$269K +1,212 +1%
CCM
135
Carlson Capital Management
Minnesota
$20.7M -$368K -1,655 -2%
W
136
Wealthquest
Ohio
$20.6M +$5.02M +22,571 +31%
AWM
137
AE Wealth Management
Kansas
$20.3M +$5.69M +25,613 +38%
PPA
138
Parametric Portfolio Associates
Washington
$20.1M -$54.7K -246 -0.3%
BFA
139
Bluestem Financial Advisors
Illinois
$19.9M +$582K +2,620 +3%
NCM
140
Nelson Capital Management
California
$19.8M +$80K +360 +0.4%
CI
141
CX Institutional
Indiana
$19.7M -$101K -456 -0.5%
OPS
142
Orion Portfolio Solutions
Nebraska
$19.7M -$617K -2,777 -3%
WA
143
WBH Advisory
Maryland
$19.7M +$911K +4,100 +5%
BP
144
BCK Partners
New York
$19.4M +$656K +2,953 +3%
JIC
145
Joel Isaacson & Co
New York
$19.3M +$937K +4,217 +5%
CCG
146
Chatham Capital Group
Georgia
$19.1M +$631K +2,838 +3%
AFS
147
Axiom Financial Strategies
Indiana
$19M -$4.23M -19,050 -18%
SWP
148
Stratos Wealth Partners
Ohio
$18.8M +$536K +2,413 +3%
EC
149
Estate Counselors
Wisconsin
$18.6M -$8.59M -38,625 -31%
CA
150
Clearstead Advisors
Ohio
$18.4M +$52.5K +236 +0.3%