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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Montag & Associates
Georgia
$13.9M -$444K -2,107 -3%
DWM
177
Doyle Wealth Management
Florida
$13.8M +$3.89M +18,469 +40%
PA
178
Parallel Advisors
California
$13.8M +$325K +1,545 +2%
AWM
179
Altium Wealth Management
New York
$13.8M -$69.1K -328 -0.5%
MFGP
180
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M -$192K -910 -1%
BA
181
Bristlecone Advisors
Washington
$13.6M -$163K -774 -1%
PW
182
Peninsula Wealth
California
$13.5M +$55.2K +262 +0.4%
CPIG
183
Chicago Partners Investment Group
Illinois
$13M -$129K -613 -1%
V
184
Veritable
Delaware
$12.8M -$970K -4,606 -7%
WTC
185
WhitTier Trust Company
Nevada
$12.5M
MNG
186
Manning & Napier Group
New York
$12.5M
AA
187
Ancora Advisors
Ohio
$12.4M +$2.13M +10,124 +21%
CCM
188
Coldstream Capital Management
Washington
$12.4M -$229K -1,088 -2%
AWM
189
AE Wealth Management
Kansas
$12.2M +$1.47M +6,961 +14%
HWMG
190
Hurlow Wealth Management Group
Indiana
$12.2M -$462K -2,193 -4%
VWA
191
Visionary Wealth Advisors
Illinois
$12.2M -$1.92M -9,100 -14%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$11.9M -$864K -4,103 -7%
CB
193
Cadence Bank
Mississippi
$11.9M +$1.46M +6,918 +14%
Betterment LLC
194
Betterment LLC
New York
$11.8M +$1.63M +7,735 +16%
SIC
195
Salem Investment Counselors
North Carolina
$11.8M +$244K +1,159 +2%
SG
196
StoneX Group
New York
$11.7M +$1.4M +6,658 +14%
CWAG
197
Compton Wealth Advisory Group
Virginia
$11.5M +$471K +2,238 +4%
MPW
198
Monterey Private Wealth
California
$11.4M +$1.23M +5,830 +13%
FMC
199
Financial Management Concepts
Florida
$11.3M +$11.1M +52,897 New
LWAC
200
Laurel Wealth Advisors (California)
California
$11.1M -$7.64M -36,275 -41%