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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
MBE Wealth Management
Wisconsin
$23.9M +$979K +4,389 +5%
WIC
177
Woodmont Investment Counsel
Tennessee
$23.8M -$291K -1,306 -1%
Lido Advisors
178
Lido Advisors
California
$23.7M +$7.92M +35,497 +55%
SPIA
179
Steward Partners Investment Advisory
New York
$23.6M +$4.92M +22,066 +29%
PIMG
180
Patriot Investment Management Group
Tennessee
$23.5M +$213K +953 +1%
FSC
181
Full Sail Capital
Oklahoma
$23.5M +$6.09M +27,282 +38%
BCM
182
Brookstone Capital Management
Illinois
$23.2M +$1.39M +6,248 +7%
MA
183
Montag & Associates
Georgia
$23M -$6.43M -28,809 -23%
3IP
184
3Chopt Investment Partners
Virginia
$23M -$178K -797 -0.8%
Brown Advisory
185
Brown Advisory
Maryland
$22.9M -$6.83M -30,613 -24%
BCI
186
Brinker Capital Investments
Pennsylvania
$22.9M +$146K +654 +0.7%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$22.8M +$2.9M +12,989 +16%
FMWA
188
Forvis Mazars Wealth Advisors
Missouri
$22.5M -$1.8M -8,078 -8%
WA
189
WBH Advisory
Maryland
$22.4M +$661K +2,961 +3%
ABC
190
Associated Banc-Corp
Wisconsin
$22.3M +$2.9M +12,999 +16%
Financial Engines Advisors
191
Financial Engines Advisors
California
$22.1M -$252K -1,130 -1%
DW30
192
Drucker Wealth 3.0
New Jersey
$22.1M +$2.32M +10,416 +13%
GT
193
Glenview Trust
Kentucky
$21.5M +$4.73M +21,208 +31%
CWP
194
Cyndeo Wealth Partners
Florida
$21.3M +$739K +3,313 +4%
KBFS
195
Kohmann Bosshard Financial Services
Ohio
$21M +$317K +1,421 +2%
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$20.6M +$7.24M +32,453 +60%
BFG
197
Bleakley Financial Group
New Jersey
$20.5M +$7.93M +35,552 +70%
CA
198
Crewe Advisors
Utah
$20.3M -$61.8K -277 -0.3%
SF
199
Summit Financial
New Jersey
$20.2M +$1.78M +7,986 +10%
KHC
200
Koesten Hirschmann & Crabtree
Kansas
$20.1M +$1.04M +4,660 +6%