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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%
EPM
177
Elm Partners Management
Pennsylvania
$26.9M +$18.2M +73,272 +226%
ABC
178
Associated Banc-Corp
Wisconsin
$26.8M +$2.84M +11,465 +12%
CW
179
CreativeOne Wealth
Kansas
$26.5M +$529K +2,134 +2%
SPIA
180
Steward Partners Investment Advisory
New York
$26.5M +$1.18M +4,771 +5%
IWC
181
Integrated Wealth Concepts
Massachusetts
$26.3M +$280K +1,128 +1%
MWM
182
MBE Wealth Management
Wisconsin
$25.2M -$398K -1,604 -2%
PIMG
183
Patriot Investment Management Group
Tennessee
$25M -$260K -1,049 -1%
SF
184
Summit Financial
New Jersey
$24.7M +$3.04M +12,273 +14%
FSC
185
Full Sail Capital
Oklahoma
$24.5M -$677K -2,729 -3%
Brown Advisory
186
Brown Advisory
Maryland
$24.5M -$111K -447 -0.5%
3IP
187
3Chopt Investment Partners
Virginia
$24.2M -$407K -1,643 -2%
WIC
188
Woodmont Investment Counsel
Tennessee
$24.1M -$1.34M -5,387 -5%
STA
189
Summit Trail Advisors
New York
$23.6M -$3.28M -13,220 -12%
WA
190
WBH Advisory
Maryland
$23.6M -$490K -1,976 -2%
MA
191
Montag & Associates
Georgia
$23.4M -$1.25M -5,048 -5%
Financial Engines Advisors
192
Financial Engines Advisors
California
$23.1M -$641K -2,584 -3%
GT
193
Glenview Trust
Kentucky
$22.8M -$227K -916 -1%
CWP
194
Cyndeo Wealth Partners
Florida
$22.3M -$562K -2,268 -3%
FMWA
195
Forvis Mazars Wealth Advisors
Missouri
$22.1M -$1.99M -8,022 -8%
HWMG
196
Hurlow Wealth Management Group
Indiana
$22M +$701K +2,828 +3%
BFS
197
Burrus Financial Services
Utah
$21.9M +$371K +1,495 +2%
KHC
198
Koesten Hirschmann & Crabtree
Kansas
$21.8M +$194K +783 +0.9%
CA
199
Crewe Advisors
Utah
$21.7M – – –
OHWA
200
Oak Hill Wealth Advisors
Virginia
$21.5M +$1.27M +5,134 +6%