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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Bluestem Financial Advisors
Illinois
$25.5M +$2.41M +11,194 +11%
UCFA
152
United Capital Financial Advisors
Texas
$25.5M -$772K -3,587 -3%
IWC
153
Integrated Wealth Concepts
Massachusetts
$25.4M +$356K +1,653 +2%
MA
154
Montag & Associates
Georgia
$25.3M +$189K +878 +0.8%
BI
155
Ballast Inc
Kentucky
$25M +$115K +534 +0.5%
WFM
156
Wolff Financial Management
Michigan
$24.9M +$286K +1,329 +1%
LIM
157
Leavell Investment Management
Alabama
$24.7M +$336K +1,561 +1%
CA
158
Crewe Advisors
Utah
$24.3M -$55.5K -258 -0.2%
DIP
159
DT Investment Partners
Pennsylvania
$23.8M +$165K +766 +0.7%
AAP
160
Arax Advisory Partners
Colorado
$23.4M -$410K -1,907 -2%
PIMG
161
Patriot Investment Management Group
Tennessee
$23.1M -$3.15M -14,653 -13%
CW
162
CreativeOne Wealth
Kansas
$22.6M +$3.36M +15,622 +19%
BP
163
BCK Partners
New York
$22.6M -$43.9K -204 -0.2%
CA
164
Cetera Advisors
Colorado
$22.6M +$8.92M +41,477 +72%
CRA
165
Clear Rock Advisors
Texas
$22.5M -$908K -4,220 -4%
EWA
166
EP Wealth Advisors
California
$22.3M -$652K -3,029 -3%
Fidelity International
167
Fidelity International
Bermuda
$22.3M +$205K +955 +1%
WIC
168
Woodmont Investment Counsel
Tennessee
$22M +$376K +1,750 +2%
SWM
169
Spire Wealth Management
Virginia
$21.9M -$83.5K -388 -0.9%
DADC
170
D.A. Davidson & Co
Montana
$21.9M -$315K -1,465 -2%
RCA
171
Riverview Capital Advisers
Massachusetts
$21.7M +$193K +899 +1%
3IP
172
3Chopt Investment Partners
Virginia
$21.7M -$920K -4,279 -4%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$21.5M -$8.99M -41,793 -31%
WA
174
WBH Advisory
Maryland
$21.3M -$19.4K -90 -0.1%
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$21M -$484K -2,248 -2%