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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Bluestem Financial Advisors
Illinois
$27.3M -$7.38K -30 -0%
MWM
152
MBE Wealth Management
Wisconsin
$27.3M -$835K -3,394 -3%
UCFA
153
United Capital Financial Advisors
Texas
$27.2M -$72.8K -296 -0.3%
DIP
154
DT Investment Partners
Pennsylvania
$26.6M -$561K -2,280 -2%
WFM
155
Wolff Financial Management
Michigan
$26.5M +$27.8K +113 +0.1%
BOH
156
Bank of Hawaii
Hawaii
$26.5M -$2.19M -8,914 -7%
JFGLC
157
Johnson Financial Group LLC (Colorado)
Colorado
$26M -$1.12M -4,564 -4%
AFA
158
AA Financial Advisors
Ohio
$25.8M +$2.47M +10,031 +10%
MWP
159
Moller Wealth Partners
$25.7M -$1.63M -6,610 -6%
BBA
160
BLB&B Advisors
Pennsylvania
$25.6M -$1.49M -6,047 -5%
CA
161
Crewe Advisors
Utah
$25.6M
CJH
162
Christopher J. Hasenberg
Wisconsin
$25.5M +$26.1M +106,033 New
Brown Advisory
163
Brown Advisory
Maryland
$25.4M +$640K +2,602 +3%
IWC
164
Integrated Wealth Concepts
Massachusetts
$25.4M -$4.39M -17,847 -14%
EPM
165
Elm Partners Management
Pennsylvania
$25.3M -$3.88M -15,763 -13%
AAP
166
Arax Advisory Partners
Colorado
$25.3M +$957K +3,889 +4%
MWM
167
Modera Wealth Management
New Jersey
$25.2M +$6.99M +28,408 +37%
CW
168
CreativeOne Wealth
Kansas
$24.7M +$602K +2,448 +2%
NIM
169
Northeast Investment Management
Massachusetts
$24.7M +$3.59M +14,576 +17%
WIC
170
Woodmont Investment Counsel
Tennessee
$24.2M -$65.9K -268 -0.3%
GWA
171
Gratus Wealth Advisors
Virginia
$23.9M +$174K +706 +0.7%
AWMS
172
Advocacy Wealth Management Services
Georgia
$23.8M +$24.4M +99,113 New
SI
173
Stephens Inc
Arkansas
$23.7M +$849K +3,450 +4%
AFG
174
Atomi Financial Group
New York
$23.6M +$2.83M +11,512 +13%
PIMG
175
Patriot Investment Management Group
Tennessee
$23.5M -$275K -1,116 -1%