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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
126
Scott Capital Advisors
Oregon
$19.8M +$8.82M +45,679 +68%
EWA
127
EP Wealth Advisors
California
$19.7M -$774K -4,006 -3%
PP
128
PrairieView Partners
Minnesota
$19.6M +$1.69M +8,763 +9%
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M -$2.82M -14,614 -12%
EW
130
Emerson Wealth
Michigan
$19.2M +$234K +1,210 +1%
WF
131
Whelan Financial
California
$18.8M -$1.15M -5,960 -5%
MECA
132
Miller Equity Capital Advisors
Texas
$18.8M +$7.31M +37,855 +55%
CFFP
133
Center for Financial Planning
Michigan
$18.5M -$1.76M -9,110 -8%
MWP
134
Moller Wealth Partners
$18.2M +$900K +4,662 +5%
Northern Trust
135
Northern Trust
Illinois
$17.6M +$538K +2,785 +3%
BFA
136
Bluestem Financial Advisors
Illinois
$17.2M +$1.81M +9,395 +11%
BI
137
Ballast Inc
Kentucky
$17.2M +$1.29M +6,690 +7%
DJSG
138
D.J. St. Germain
Massachusetts
$16.9M -$401K -2,077 -2%
NA
139
NewEdge Advisors
Louisiana
$16.8M +$2.45M +12,703 +15%
LIM
140
Leavell Investment Management
Alabama
$16.7M +$662K +3,428 +4%
AWM
141
Altium Wealth Management
New York
$16.7M +$4.93M +25,515 +37%
SW
142
SoFi Wealth
California
$16.6M +$1.1M +5,682 +6%
BP
143
BCK Partners
New York
$16.5M +$529K +2,738 +3%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$16.5M +$425K +2,201 +2%
DIP
145
DT Investment Partners
Pennsylvania
$16.4M +$676K +3,503 +4%
CI
146
CX Institutional
Indiana
$16.2M -$3.94M -20,418 -18%
JIC
147
Joel Isaacson & Co
New York
$16.1M -$1.04M -5,366 -6%
DWM
148
Doyle Wealth Management
Florida
$16M +$477K +2,472 +3%
IFPL
149
Investments & Financial Planning LLC
Kentucky
$15.7M +$626K +3,242 +4%
USCWA
150
U.S. Capital Wealth Advisors
Texas
$15.7M +$590K +3,055 +4%