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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Fiducient Advisors
Illinois
$15.8M -$121K -546 -0.8%
SMA
177
Sage Mountain Advisors
Georgia
$15.8M -$826K -3,729 -5%
PA
178
Parallel Advisors
California
$15.5M +$967K +4,365 +7%
AWM
179
AE Wealth Management
Kansas
$15.2M +$2.28M +10,307 +18%
CAI
180
Capital Advisors Inc
Oklahoma
$14.9M -$3.32K -15 -0%
BFPW
181
BOK Financial Private Wealth
Colorado
$14.8M -$446K -2,013 -3%
WCWM
182
Wooster Corthell Wealth Management
Connecticut
$14.6M -$92.6K -418 -0.6%
AO
183
Advisor OS
Illinois
$14.5M -$4.91M -22,143 -26%
AWM
184
Altium Wealth Management
New York
$14.5M +$59.8K +270 +0.4%
BA
185
Bristlecone Advisors
Washington
$14.5M +$208K +939 +1%
PW
186
Peninsula Wealth
California
$14.3M +$93.7K +423 +0.7%
Betterment LLC
187
Betterment LLC
New York
$14.1M +$1.67M +7,541 +14%
SG
188
StoneX Group
New York
$14.1M +$1.71M +7,694 +14%
MFGP
189
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14M -$379K -1,711 -3%
KCM
190
Kathmere Capital Management
Pennsylvania
$13.9M -$2.21M -9,994 -14%
AA
191
Ancora Advisors
Ohio
$13.7M +$618K +2,790 +5%
WTC
192
WhitTier Trust Company
Nevada
$13.4M +$216K +975 +2%
CPIG
193
Chicago Partners Investment Group
Illinois
$13.4M +$693K +3,126 +5%
HNB
194
Huntington National Bank
Ohio
$13.4M +$10.5M +47,542 New
HWMG
195
Hurlow Wealth Management Group
Indiana
$13.3M +$527K +2,376 +4%
V
196
Veritable
Delaware
$13.2M -$172K -778 -1%
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$13M +$457K +2,060 +4%
CWAG
198
Compton Wealth Advisory Group
Virginia
$12.8M +$706K +3,187 +6%
CB
199
Cadence Bank
Mississippi
$12.7M +$194K +874 +2%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$12.6M +$5.18M +23,389 +72%