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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
176
D.J. St. Germain
Massachusetts
$16.9M +$16M +84,819 New
WA
177
WBH Advisory
Maryland
$16.8M +$323K +1,708 +2%
CCM
178
Coldstream Capital Management
Washington
$16.7M -$29.3K -155 -0.2%
NCM
179
Nelson Capital Management
California
$16.4M -$108K -569 -0.7%
FA
180
Fiducient Advisors
Illinois
$16.3M +$558K +2,953 +4%
BAM
181
Berkshire Asset Management
Pennsylvania
$16.2M -$114K -601 -0.7%
PFA
182
Pure Financial Advisors
California
$15.9M +$3.21K +17 +0%
HWMG
183
Hurlow Wealth Management Group
Indiana
$15.5M +$598K +3,162 +4%
GVAG
184
Great Valley Advisor Group
Delaware
$15.5M +$193K +1,020 +1%
MFGP
185
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.5M +$338K +1,789 +2%
REMPR
186
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$336K +1,776 +2%
AWS
187
AJ Wealth Strategies
New York
$15.4M -$25.9K -137 -0.2%
MA
188
Montag & Associates
Georgia
$15.1M +$24.6K +130 +0.2%
SI
189
Stephens Inc
Arkansas
$15.1M +$111K +590 +0.8%
JWM
190
JFG Wealth Management
Colorado
$14.9M -$863K -4,569 -6%
PW
191
Peninsula Wealth
California
$14.9M +$183K +970 +1%
WCWM
192
Wooster Corthell Wealth Management
Connecticut
$14.5M +$232K +1,230 +2%
AF
193
Arrow Financial
New York
$14.5M +$1.72M +9,099 +14%
EPM
194
Elm Partners Management
Pennsylvania
$14.5M +$3.67M +19,410 +36%
WIM
195
Warwick Investment Management
Texas
$14.4M +$407K +2,156 +3%
HWM
196
HB Wealth Management
Georgia
$14.3M +$265K +1,400 +2%
PCMC
197
Private Capital Management (Colorado)
Colorado
$14.2M -$865K -4,576 -6%
CHP
198
Cable Hill Partners
Oregon
$14.2M +$498K +2,637 +4%
BFA
199
Brown Financial Advisory
Alabama
$14.2M +$704K +3,726 +6%
NIM
200
Northeast Investment Management
Massachusetts
$14.1M +$591K +3,127 +5%