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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Bluestem Financial Advisors
Illinois
$32.4M +$671K +2,481 +2%
WFM
152
Wolff Financial Management
Michigan
$32.3M +$799K +2,951 +2%
BCM
153
Brookstone Capital Management
Illinois
$32M +$1.47M +5,444 +5%
BCI
154
Brinker Capital Investments
Pennsylvania
$31.6M +$1.09M +4,018 +3%
WA
155
WP Advisors
California
$31.5M -$731K -2,701 -2%
CCG
156
Chatham Capital Group
Georgia
$31.3M -$1.12M -4,157 -3%
HNB
157
Huntington National Bank
Ohio
$31.1M +$25.2M +93,289 New
SG
158
StoneX Group
New York
$31M +$9.88M +36,498 +45%
NW
159
NewEdge Wealth
Pennsylvania
$31M -$1.72M -6,353 -5%
DJSG
160
D.J. St. Germain
Massachusetts
$30.9M -$775K -2,862 -2%
CWM
161
Circle Wealth Management
New Jersey
$30.8M +$8.12M +30,000 +34%
UCFA
162
United Capital Financial Advisors
Texas
$30.7M -$358K -1,323 -1%
CW
163
CreativeOne Wealth
Kansas
$30.3M -$256K -947 -0.8%
Vanguard Advisers Inc
164
Vanguard Advisers Inc
Pennsylvania
$30.3M +$31.3M +115,543 New
MMA
165
Miracle Mile Advisors
California
$29.9M -$1.47M -5,442 -5%
SFS
166
Sharp Financial Services
Pennsylvania
$29.8M +$30.4M +112,478 +7,569%
IWC
167
Integrated Wealth Concepts
Massachusetts
$29.3M +$10.4M +38,537 +52%
LIM
168
Leavell Investment Management
Alabama
$29.2M +$96.3K +356 +0.3%
SFS
169
Searcy Financial Services
Kansas
$29.2M +$560K +2,068 +2%
BOH
170
Bank of Hawaii
Hawaii
$28.9M +$41.9K +155 +0.1%
HCMG
171
Howard Capital Management Group
California
$28.9M +$936K +3,460 +3%
SF
172
Summit Financial
New Jersey
$28.8M +$3.21M +11,851 +12%
EWA
173
EverSource Wealth Advisors
Alabama
$28.8M +$14.2M +52,410 +91%
AQR Capital Management
174
AQR Capital Management
Connecticut
$28.3M +$3.87M +14,313 +15%
PA
175
Procyon Advisors
Connecticut
$28M -$518K -1,914 -2%