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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
Stephens Inc
Arkansas
$26.2M -$1.11M -4,333 -4%
PIMG
177
Patriot Investment Management Group
Tennessee
$26.1M +$718K +2,804 +3%
MWM
178
MBE Wealth Management
Wisconsin
$26M +$468K +1,825 +2%
SPIA
179
Steward Partners Investment Advisory
New York
$25.5M -$1.39M -5,424 -5%
SF
180
Summit Financial
New Jersey
$25.3M +$288K +1,126 +1%
WIC
181
Woodmont Investment Counsel
Tennessee
$25.1M +$569K +2,222 +2%
3IP
182
3Chopt Investment Partners
Virginia
$25M +$506K +1,975 +2%
Brown Advisory
183
Brown Advisory
Maryland
$24.8M +$7.43K +29 +0%
BFS
184
Burrus Financial Services
Utah
$24.8M +$51.6M +201,591 +235%
Bessemer Group
185
Bessemer Group
New Jersey
$24.3M -$38M -148,191 -61%
AQR Capital Management
186
AQR Capital Management
Connecticut
$24.2M +$4.17M +16,277 +21%
CWP
187
Cyndeo Wealth Partners
Florida
$23.9M +$1.27M +4,971 +6%
WA
188
WBH Advisory
Maryland
$23.8M -$109K -427 -0.5%
Financial Engines Advisors
189
Financial Engines Advisors
California
$23.7M +$299K +1,166 +1%
CB
190
Cadence Bank
Mississippi
$23M +$1.39M +5,408 +6%
LNWTC
191
Laird Norton Wetherby Trust Company
Washington
$22.9M +$22.8M +88,869 New
GT
192
Glenview Trust
Kentucky
$22.9M -$299K -1,166 -1%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$22.6M +$1.3M +5,082 +6%
CWM
194
Circle Wealth Management
New Jersey
$22.6M +$12.5M +48,700 +125%
HWMG
195
Hurlow Wealth Management Group
Indiana
$22.6M +$233K +908 +1%
MA
196
Montag & Associates
Georgia
$22.4M -$1.27M -4,968 -5%
MNA
197
Manning & Napier Advisors
New York
$22.3M +$10.6M +41,519 +94%
CFP
198
Curran Financial Partners
South Carolina
$22.3M +$2.76M +10,756 +14%
HWM
199
HB Wealth Management
Georgia
$22.2M +$733K +2,861 +3%
STA
200
Summit Trail Advisors
New York
$22.1M -$1.82M -7,107 -8%