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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$18.7M -$46.5K -221 -0.3%
MA
152
Montag & Associates
Georgia
$18.6M -$4.4M -20,921 -19%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$18.3M +$565K +2,685 +3%
IFPL
154
Investments & Financial Planning LLC
Kentucky
$18.2M +$608K +2,886 +3%
NHC
155
Nicholas Hoffman & Company
Georgia
$18.1M +$2.4M +11,394 +15%
CCG
156
Chatham Capital Group
Georgia
$18M -$598K -2,842 -3%
AF
157
Arrow Financial
New York
$18M -$8.9M -42,263 -33%
SWP
158
Stratos Wealth Partners
Ohio
$17.7M -$1.25M -5,938 -7%
NA
159
NewEdge Advisors
Louisiana
$17.6M -$707K -3,360 -4%
WA
160
WBH Advisory
Maryland
$17.5M -$1.34M -6,357 -7%
EC
161
Estate Counselors
Wisconsin
$17.5M -$937K -4,450 -5%
SG
162
StoneX Group
New York
$16.7M +$829K +3,940 +5%
Comerica Bank
163
Comerica Bank
Texas
$16.5M -$2.07M -9,856 -11%
BCM
164
Brookstone Capital Management
Illinois
$16.4M +$3.11M +14,791 +23%
MCM
165
Maryland Capital Management
Maryland
$16.4M -$484K -2,300 -3%
AWM
166
AE Wealth Management
Kansas
$16.3M -$4.84M -23,010 -23%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$16.1M -$753K -3,575 -5%
SI
168
Stephens Inc
Arkansas
$16M -$12.4M -58,919 -44%
WT
169
Whittier Trust
California
$15.7M -$219K -1,042 -1%
AAP
170
Arax Advisory Partners
Colorado
$15.7M +$4.41M +20,936 +40%
REMPR
171
Roof Eidam Maycock Peralta (REMP)
California
$15.7M -$140K -667 -0.9%
DADC
172
D.A. Davidson & Co
Montana
$15.6M +$1.96M +9,313 +15%
AWS
173
AJ Wealth Strategies
New York
$15.5M +$10.9M +51,758 +243%
PW
174
Peninsula Wealth
California
$15.4M +$172K +819 +1%
PAS
175
Park Avenue Securities
New York
$15.4M +$2.7M +12,809 +22%