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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
CreativeOne Wealth
Kansas
$13.2M +$600K +3,109 +4%
SI
177
Stephens Inc
Arkansas
$13.1M -$123K -637 -0.8%
PAS
178
Park Avenue Securities
New York
$13.1M +$418K +2,163 +3%
WCWM
179
Wooster Corthell Wealth Management
Connecticut
$13M +$658K +3,405 +5%
PW
180
Peninsula Wealth
California
$12.8M +$68.6K +355 +0.5%
REMPR
181
Roof Eidam Maycock Peralta (REMP)
California
$12.7M -$267K -1,384 -2%
WT
182
Whittier Trust
California
$12.7M -$320K -1,658 -2%
PA
183
Parallel Advisors
California
$12.6M +$1.12M +5,788 +9%
FFG
184
Frisch Financial Group
New York
$12.6M +$344K +1,781 +3%
AF
185
Arrow Financial
New York
$12.5M -$2.58M -13,341 -16%
JWM
186
JFG Wealth Management
Colorado
$12.4M +$2M +10,355 +17%
FA
187
Fiducient Advisors
Illinois
$12.3M +$78.6K +407 +0.6%
EWM
188
Empirical Wealth Management
Washington
$12.1M -$47.1K -244 -0.4%
MFGP
189
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.1M +$1.31M +6,809 +11%
SA
190
SAM Advisors
California
$11.9M +$288K +1,492 +2%
MA
191
Montag & Associates
Georgia
$11.8M -$3.95M -20,449 -23%
HWMG
192
Hurlow Wealth Management Group
Indiana
$11.7M +$368K +1,904 +3%
AF
193
Advisornet Financial
Minnesota
$11.7M +$804K +4,166 +7%
SMA
194
Sage Mountain Advisors
Georgia
$11.7M -$366K -1,895 -3%
W
195
Wealthquest
Ohio
$11.6M -$6.98M -36,153 -35%
HWM
196
HB Wealth Management
Georgia
$11.5M -$1.02M -5,263 -7%
BFPW
197
BOK Financial Private Wealth
Colorado
$11.4M +$525K +2,719 +4%
NHC
198
Nicholas Hoffman & Company
Georgia
$11.4M -$3.97M -20,570 -24%
MPW
199
MA Private Wealth
California
$11.3M -$1.08M -5,589 -8%
BA
200
Bristlecone Advisors
Washington
$11.3M +$139K +718 +1%