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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pure Financial Advisors
California
$38.2M -$163K -570 -0.4%
FCAS
152
First Command Advisory Services
Texas
$38.1M -$19.9M -69,459 -36%
AQR Capital Management
153
AQR Capital Management
Connecticut
$37.9M +$4.88M +17,027 +16%
EPM
154
Elm Partners Management
Pennsylvania
$37.9M +$11.3M +39,575 +46%
FMP
155
Financial Management Professionals
Texas
$37.9M -$986K -3,442 -3%
SG
156
StoneX Group
New York
$37.2M +$1.28M +4,465 +4%
Bessemer Group
157
Bessemer Group
New Jersey
$37.2M +$9.01M +31,434 +34%
WFM
158
Wolff Financial Management
Michigan
$36.8M -$557K -1,944 -2%
CCG
159
Chatham Capital Group
Georgia
$36.7M +$456K +1,590 +1%
BFA
160
Bluestem Financial Advisors
Illinois
$36.7M -$741K -2,584 -2%
SPIA
161
Steward Partners Investment Advisory
New York
$36.3M +$7.31M +25,514 +27%
HNB
162
Huntington National Bank
Ohio
$36.2M +$177K +617 +0.7%
WA
163
WP Advisors
California
$36M -$437K -1,526 -1%
CWM
164
Circle Wealth Management
New Jersey
$35.6M – – –
NW
165
NewEdge Wealth
Pennsylvania
$35.5M -$322K -1,125 -1%
SF
166
Summit Financial
New Jersey
$35.4M +$1.96M +6,844 +6%
AAP
167
Arax Advisory Partners
Colorado
$35.3M +$15.3M +53,431 +85%
DJSG
168
D.J. St. Germain
Massachusetts
$35M -$684K -2,385 -2%
UCFA
169
United Capital Financial Advisors
Texas
$35M -$569K -1,984 -2%
CW
170
CreativeOne Wealth
Kansas
$34.7M -$438K -1,529 -1%
Vanguard Advisers Inc
171
Vanguard Advisers Inc
Pennsylvania
$34.6M -$402K -1,404 -1%
MMA
172
Miracle Mile Advisors
California
$34.2M -$346K -1,209 -1%
3IP
173
3Chopt Investment Partners
Virginia
$33.6M +$3.07M +10,722 +11%
LIM
174
Leavell Investment Management
Alabama
$33.6M -$215K -749 -0.7%
HCMG
175
Howard Capital Management Group
California
$33.3M -$107K -372 -0.3%