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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
Stephens Inc
Arkansas
$22.6M +$1.94M +8,548 +10%
SC
177
Savant Capital
Illinois
$22.4M +$15.2M +66,715 +241%
DADC
178
D.A. Davidson & Co
Montana
$22.4M -$15.9K -70 -0.1%
WA
179
WBH Advisory
Maryland
$22.2M -$52.9K -233 -0.2%
3IP
180
3Chopt Investment Partners
Virginia
$21.7M -$1.12M -4,929 -5%
ACI
181
Alpha Cubed Investments
California
$21.4M +$18.8M +82,786 +1,095%
PFA
182
Pure Financial Advisors
California
$21.3M +$218K +961 +1%
NIM
183
Northeast Investment Management
Massachusetts
$20.9M +$1.07M +4,698 +6%
BCM
184
Brookstone Capital Management
Illinois
$20.8M +$1.87M +8,218 +10%
AWM
185
Axxcess Wealth Management
California
$20.6M +$2.14M +9,413 +12%
BCI
186
Brinker Capital Investments
Pennsylvania
$20.6M -$535K -2,353 -3%
OPS
187
Orion Portfolio Solutions
Nebraska
$20.6M -$535K -2,353 -3%
AFG
188
Atomi Financial Group
New York
$20.5M +$4.04M +17,796 +26%
FA
189
Fiducient Advisors
Illinois
$20.4M -$575K -2,530 -3%
NCM
190
Nelson Capital Management
California
$20.1M +$479K +2,108 +3%
KBFS
191
Kohmann Bosshard Financial Services
Ohio
$20M -$194K -853 -1%
MFGP
192
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.8M +$265K +1,167 +1%
CAAS
193
Capital Asset Advisory Services
Michigan
$19.8M +$1.75M +7,693 +10%
BFS
194
Burrus Financial Services
Utah
$19.8M +$19M +83,438 New
FSWA
195
Financial Synergies Wealth Advisors
Texas
$19.7M -$58.6K -258 -0.3%
REMPR
196
Roof Eidam Maycock Peralta (REMP)
California
$19.7M -$163K -719 -0.9%
MWM
197
Marietta Wealth Management
Georgia
$19.6M +$729K +3,208 +4%
CAM
198
Clark Asset Management
New Hampshire
$19.5M +$4.14M +18,232 +29%
HWMG
199
Hurlow Wealth Management Group
Indiana
$19.3M +$348K +1,530 +2%
BFA
200
Brown Financial Advisory
Alabama
$19.1M +$524K +2,304 +3%