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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
176
Royal Fund Management
Florida
$6.27M +$954K +6,170 +18%
AC
177
Alexandria Capital
Virginia
$6.25M -$23.2K -150 -0.4%
FAIM
178
Financial Advocates Investment Management
Washington
$6.22M +$1.57M +10,141 +34%
GHCM
179
Glen Harbor Capital Management
California
$6.21M +$102K +660 +2%
CFGS
180
Concourse Financial Group Securities
Alabama
$6.15M +$282K +1,826 +5%
LIC
181
Lodestar Investment Counsel
Illinois
$6.1M +$168K +1,088 +3%
EPM
182
Elm Partners Management
Pennsylvania
$6.1M -$923K -5,970 -13%
FAAS
183
First Allied Advisory Services
California
$6.07M +$819K +5,298 +16%
FFG
184
Frisch Financial Group
New York
$6.04M -$890K -5,762 -13%
AAS
185
Avantax Advisory Services
Texas
$6.03M +$292K +1,889 +5%
EWM
186
Evercore Wealth Management
New York
$5.93M +$13.1K +85 +0.2%
UBS AM
187
UBS AM
Illinois
$5.82M +$19K +123 +0.3%
PWP
188
Principle Wealth Partners
Connecticut
$5.79M +$1.1M +7,104 +24%
NL
189
NWAM LLC
Washington
$5.64M +$641K +4,151 +13%
AF
190
Allworth Financial
California
$5.64M -$390K -2,525 -7%
CB
191
Cadence Bank
Mississippi
$5.63M +$135K +873 +2%
EI
192
Ellevest Inc
New York
$5.51M +$94.1K +609 +1%
NEPWA
193
New England Private Wealth Advisors
Massachusetts
$5.43M -$170K -1,103 -3%
FMC
194
First Merchants Corp
Indiana
$5.42M -$165K -1,070 -3%
HWMG
195
Hurlow Wealth Management Group
Indiana
$5.33M +$258K +1,670 +5%
HCIA
196
Hochman Cole Investment Advisors
Illinois
$5.31M -$133K -858 -2%
CW
197
CreativeOne Wealth
Kansas
$5.3M +$428K +2,768 +9%
WT
198
Whittier Trust
California
$5.26M -$17.3K -112 -0.3%
BF
199
BOK Financial
Oklahoma
$5.2M -$317K -2,050 -6%
MIAN
200
Mariner Independent Advisor Network
Kansas
$5.12M +$235K +1,519 +5%