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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
126
Pinnacle Wealth Management Advisory Group
New Jersey
$25.2M +$1.75M +7,680 +7%
MA
127
Montag & Associates
Georgia
$24.5M +$6.46M +28,444 +35%
RFC
128
Regions Financial Corp
Alabama
$24.5M +$2.88M +12,694 +13%
CFFP
129
Center for Financial Planning
Michigan
$24.3M +$341K +1,500 +1%
EW
130
Emerson Wealth
Michigan
$24.1M -$728K -3,203 -3%
Northern Trust
131
Northern Trust
Illinois
$23.9M +$1.56M +6,857 +7%
IDA
132
Intelligence Driven Advisers
California
$23.7M +$26.3M +115,746 New
WF
133
Whelan Financial
California
$23.5M +$12M +52,748 +103%
PP
134
PrairieView Partners
Minnesota
$23.1M +$490K +2,157 +2%
W
135
Wealthquest
Ohio
$23M +$1.75M +7,684 +8%
CAN
136
Cetera Advisor Networks
California
$23M -$3.16M -13,918 -12%
MGIA
137
Moneta Group Investment Advisors
Missouri
$22.9M +$843K +3,710 +4%
AWM
138
AE Wealth Management
Kansas
$22.5M +$1.53M +6,724 +7%
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$22.5M +$771K +3,391 +4%
DJSG
140
D.J. St. Germain
Massachusetts
$22M -$661K -2,909 -3%
MWP
141
Moller Wealth Partners
$21.4M -$87.7K -386 -0.4%
WA
142
WBH Advisory
Maryland
$21.1M +$831K +3,655 +4%
JIC
143
Joel Isaacson & Co
New York
$20.8M +$862K +3,792 +4%
CI
144
CX Institutional
Indiana
$20.8M +$404K +1,777 +2%
NCM
145
Nelson Capital Management
California
$20.6M +$141K +620 +0.7%
CCM
146
Coldstream Capital Management
Washington
$20.5M -$2.05M -9,018 -9%
BFA
147
Bluestem Financial Advisors
Illinois
$20.4M -$155K -683 -0.8%
SWP
148
Stratos Wealth Partners
Ohio
$20.2M +$777K +3,418 +4%
CA
149
Clearstead Advisors
Ohio
$20.2M +$1.14M +5,003 +6%
OPS
150
Orion Portfolio Solutions
Nebraska
$19.9M -$400K -1,760 -2%