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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Brown Financial Advisory
Alabama
$32M +$1.17M +4,570 +4%
CCG
152
Chatham Capital Group
Georgia
$31.9M -$3.74M -14,580 -11%
WA
153
WP Advisors
California
$31.8M -$2.09M -8,168 -6%
BFA
154
Bluestem Financial Advisors
Illinois
$31.2M +$13.8K +54 +0%
DJSG
155
D.J. St. Germain
Massachusetts
$31.1M -$190K -743 -0.6%
WFM
156
Wolff Financial Management
Michigan
$31.1M +$698K +2,724 +2%
SC
157
Savant Capital
Illinois
$30.8M +$10.5M +41,110 +52%
MMA
158
Miracle Mile Advisors
California
$30.8M -$1.15M -4,483 -4%
UCFA
159
United Capital Financial Advisors
Texas
$30.6M +$335K +1,308 +1%
ABC
160
Associated Banc-Corp
Wisconsin
$30.5M +$3.22M +12,585 +12%
CW
161
CreativeOne Wealth
Kansas
$30.1M +$3.2M +12,490 +12%
BCM
162
Brookstone Capital Management
Illinois
$30.1M +$2.23M +8,710 +8%
BCI
163
Brinker Capital Investments
Pennsylvania
$30.1M +$2.66M +10,386 +10%
EWA
164
EP Wealth Advisors
California
$29.9M +$29.7M +115,796 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$29.3M -$708K -2,764 -2%
LIM
166
Leavell Investment Management
Alabama
$28.7M -$506K -1,977 -2%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.6M -$1.19M -4,628 -4%
BOH
168
Bank of Hawaii
Hawaii
$28.4M +$137K +534 +0.5%
SFS
169
Searcy Financial Services
Kansas
$28.2M +$392K +1,529 +1%
MWM
170
Modera Wealth Management
New Jersey
$28.1M -$436K -1,703 -2%
PA
171
Procyon Advisors
Connecticut
$28.1M -$95.3K -372 -0.3%
HCMG
172
Howard Capital Management Group
California
$27.6M -$245K -955 -0.9%
TI
173
Tidal Investments
Wisconsin
$27.1M +$8.6M +33,564 +47%
SAM
174
SP Asset Management
California
$27M -$581K -2,267 -2%
BBA
175
BLB&B Advisors
Pennsylvania
$26.9M -$821K -3,205 -3%