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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
126
MPS Loria Financial Planners
Illinois
$34.7M -$860K -3,855 -3%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$34.6M +$457K +2,048 +1%
HIMC
128
Heritage Investors Management Corp
Maryland
$34.6M -$101K -453 -0.3%
AA
129
Aufman Associates
Pennsylvania
$34.6M -$93K -417 -0.3%
Legacy Financial Group (Iowa)
130
Legacy Financial Group (Iowa)
Iowa
$34M +$1.94M +8,718 +6%
MCIA
131
Mountain Capital Investment Advisors
Colorado
$33.6M -$6.23M -27,940 -17%
SA
132
Sanctuary Advisors
Indiana
$32.9M +$1.34M +5,987 +5%
WA
133
WP Advisors
California
$32.7M +$25.3M +113,300 +461%
BTWM
134
Brass Tax Wealth Management
Ohio
$32.6M +$628K +2,816 +2%
AFG
135
Atomi Financial Group
New York
$32.6M +$5.91M +26,506 +24%
AWM
136
Avior Wealth Management
Nebraska
$32.5M +$3.71M +16,652 +14%
SCM
137
SCS Capital Management
Massachusetts
$32.4M +$5.82M +26,082 +24%
CIAS
138
CBIZ Investment Advisory Services
Ohio
$32.3M +$2.14M +9,576 +8%
AFAS
139
Acorn Financial Advisory Services
Virginia
$32.2M -$733K -3,285 -2%
SCA
140
Scott Capital Advisors
Oregon
$32.1M -$17K -76 -0.1%
MWP
141
Moller Wealth Partners
$32.1M +$4.33M +19,400 +17%
AWM
142
Axxcess Wealth Management
California
$31.5M +$5.98M +26,826 +25%
ANTB
143
AMG National Trust Bank
Colorado
$31.2M +$1.27M +5,687 +5%
Northern Trust
144
Northern Trust
Illinois
$31.2M +$441K +1,975 +2%
WF
145
Whelan Financial
California
$31.1M +$67.6K +303 +0.2%
EWA
146
EP Wealth Advisors
California
$31M +$2.99M +13,397 +11%
BBA
147
BLB&B Advisors
Pennsylvania
$30.9M +$3.41M +15,290 +13%
CAM
148
Clark Asset Management
New Hampshire
$29.7M +$3.58M +16,049 +15%
PFA
149
Pure Financial Advisors
California
$29.5M +$4.95M +22,183 +22%
AFA
150
AA Financial Advisors
Ohio
$29.5M +$2.13M +9,562 +8%