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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CLGM
176
Capitolis Liquid Global Markets
New York
$26.9M -$23.1M -93,100 -47%
ABC
177
Associated Banc-Corp
Wisconsin
$26.8M +$2.84M +11,465 +12%
CW
178
CreativeOne Wealth
Kansas
$26.5M +$529K +2,134 +2%
SPIA
179
Steward Partners Investment Advisory
New York
$26.5M +$1.18M +4,771 +5%
IWC
180
Integrated Wealth Concepts
Massachusetts
$26.3M +$280K +1,128 +1%
MWM
181
MBE Wealth Management
Wisconsin
$25.2M -$398K -1,604 -2%
PIMG
182
Patriot Investment Management Group
Tennessee
$25M -$260K -1,049 -1%
SF
183
Summit Financial
New Jersey
$24.7M +$3.04M +12,273 +14%
FSC
184
Full Sail Capital
Oklahoma
$24.5M -$677K -2,729 -3%
Brown Advisory
185
Brown Advisory
Maryland
$24.5M -$111K -447 -0.5%
3IP
186
3Chopt Investment Partners
Virginia
$24.2M -$407K -1,643 -2%
WIC
187
Woodmont Investment Counsel
Tennessee
$24.1M -$1.34M -5,387 -5%
STA
188
Summit Trail Advisors
New York
$23.6M -$3.28M -13,220 -12%
WA
189
WBH Advisory
Maryland
$23.6M -$490K -1,976 -2%
MA
190
Montag & Associates
Georgia
$23.4M -$1.25M -5,048 -5%
Financial Engines Advisors
191
Financial Engines Advisors
California
$23.1M -$641K -2,584 -3%
GT
192
Glenview Trust
Kentucky
$22.8M -$227K -916 -1%
CWP
193
Cyndeo Wealth Partners
Florida
$22.3M -$562K -2,268 -3%
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
$22.1M -$1.99M -8,022 -8%
HWMG
195
Hurlow Wealth Management Group
Indiana
$22M +$701K +2,828 +3%
BFS
196
Burrus Financial Services
Utah
$21.9M +$371K +1,495 +2%
KHC
197
Koesten Hirschmann & Crabtree
Kansas
$21.8M +$194K +783 +0.9%
CA
198
Crewe Advisors
Utah
$21.7M
OHWA
199
Oak Hill Wealth Advisors
Virginia
$21.5M +$1.27M +5,134 +6%
BP
200
BCK Partners
New York
$21.4M +$1.22M +4,938 +6%