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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$15.7M +$3.95M +20,373 +33%
CPIG
177
Chicago Partners Investment Group
Illinois
$15.7M +$1.74M +8,955 +12%
WA
178
WBH Advisory
Maryland
$15.7M +$16M +82,587 New
EWM
179
Empirical Wealth Management
Washington
$15.6M +$769K +3,965 +5%
BAM
180
Berkshire Asset Management
Pennsylvania
$15.5M -$5.82K -30 -0%
WIC
181
Woodmont Investment Counsel
Tennessee
$15.4M +$2.7M +13,914 +21%
PFA
182
Pure Financial Advisors
California
$15.2M +$1.15M +5,931 +8%
IWC
183
Integrated Wealth Concepts
Massachusetts
$15.1M +$3.82M +19,720 +33%
JWM
184
JFG Wealth Management
Colorado
$15.1M +$23.3K +120 +0.2%
FA
185
Fiducient Advisors
Illinois
$14.9M -$1.13M -5,852 -7%
AllianceBernstein
186
AllianceBernstein
Tennessee
$14.9M +$1.38M +7,099 +10%
AWS
187
AJ Wealth Strategies
New York
$14.7M -$947K -4,882 -6%
GVAG
188
Great Valley Advisor Group
Delaware
$14.6M -$594K -3,065 -4%
BRWA
189
B. Riley Wealth Advisors
Florida
$14.6M +$988K +5,096 +7%
PCMC
190
Private Capital Management (Colorado)
Colorado
$14.4M +$665K +3,430 +5%
MFGP
191
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.4M +$283K +1,458 +2%
MA
192
Montag & Associates
Georgia
$14.4M +$20.4K +105 +0.1%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$14.3M +$109K +560 +0.7%
SI
194
Stephens Inc
Arkansas
$14.3M -$17.1K -88 -0.1%
HWMG
195
Hurlow Wealth Management Group
Indiana
$14.2M +$867K +4,472 +6%
DADC
196
D.A. Davidson & Co
Montana
$14M +$746K +3,849 +5%
PW
197
Peninsula Wealth
California
$14M +$113K +581 +0.8%
FFG
198
Fullen Financial Group
Ohio
$14M +$2.05M +10,568 +17%
WCWM
199
Wooster Corthell Wealth Management
Connecticut
$13.6M +$34.5K +178 +0.2%
HWM
200
HB Wealth Management
Georgia
$13.4M -$194K -1,001 -1%