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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
CreativeOne Wealth
Kansas
$14.8M +$893K +4,819 +6%
AF
177
Advisornet Financial
Minnesota
$14.8M +$2.36M +12,728 +19%
GVAG
178
Great Valley Advisor Group
Delaware
$14.7M +$628K +3,388 +4%
JWM
179
JFG Wealth Management
Colorado
$14.6M +$6.65M +35,894 +82%
EWM
180
Empirical Wealth Management
Washington
$14.3M +$1.23M +6,631 +9%
SWP
181
Stratos Wealth Partners
Ohio
$14M -$542K -2,925 -4%
MA
182
Montag & Associates
Georgia
$13.9M +$291K +1,569 +2%
SI
183
Stephens Inc
Arkansas
$13.8M +$323K +1,743 +2%
REMPR
184
Roof Eidam Maycock Peralta (REMP)
California
$13.7M -$31K -167 -0.2%
MFGP
185
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M +$272K +1,465 +2%
AM
186
AGF Management
Ontario, Canada
$13.6M +$13.8M +74,369 New
PFA
187
Pure Financial Advisors
California
$13.6M +$490K +2,642 +4%
Jane Street
188
Jane Street
New York
$13.5M +$13.3M +71,764 +3,858%
WIM
189
Warwick Investment Management
Texas
$13.5M -$1.39M -7,474 -9%
PW
190
Peninsula Wealth
California
$13.5M +$38.6K +208 +0.3%
EC
191
Estate Counselors
Wisconsin
$13.4M +$3.03M +16,327 +29%
PCMC
192
Private Capital Management (Colorado)
Colorado
$13.4M +$2.51M +13,562 +23%
BRWA
193
B. Riley Wealth Advisors
Florida
$13.2M +$2.13M +11,514 +19%
WCWM
194
Wooster Corthell Wealth Management
Connecticut
$13.2M -$486K -2,621 -4%
AllianceBernstein
195
AllianceBernstein
Tennessee
$13.1M +$1.47M +7,938 +12%
HWM
196
HB Wealth Management
Georgia
$13.1M -$750K -4,046 -5%
HWMG
197
Hurlow Wealth Management Group
Indiana
$12.9M +$228K +1,229 +2%
FFG
198
Fullen Financial Group
Ohio
$12.9M +$119K +642 +1%
DADC
199
D.A. Davidson & Co
Montana
$12.9M -$14.6K -79 -0.1%
SA
200
SAM Advisors
California
$12.9M +$420K +2,266 +3%