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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Brown Financial Advisory
Alabama
$11.9M +$420K +1,889 +4%
FFG
202
Fullen Financial Group
Ohio
$11.9M +$877K +3,946 +8%
HB
203
Homrich & Berg
Georgia
$11.9M +$1.09M +4,900 +10%
SIC
204
Salem Investment Counselors
North Carolina
$11.9M +$277K +1,245 +2%
APG
205
Abacus Planning Group
South Carolina
$11.6M -$5.11K -23 -0%
SRC
206
Sage Rhino Capital
California
$11.5M +$150K +673 +1%
GVAG
207
Great Valley Advisor Group
Delaware
$11.5M -$765K -3,441 -6%
AAP
208
Arax Advisory Partners
Colorado
$11.4M +$116K +524 +1%
RWI
209
Red Wave Investments
Pennsylvania
$11.4M +$105K +472 +0.9%
WFA
210
West Financial Advisors
Iowa
$11.4M +$733K +3,298 +7%
JBA
211
Johnson Bixby & Associates
Washington
$11.3M +$346K +1,558 +3%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$11.3M -$8.58M -38,589 -43%
AA
213
ALPS Advisors
Colorado
$11.2M -$39.1K -176 -0.3%
WF
214
Whelan Financial
California
$11.2M +$11.4M +51,149 New
AO
215
Advisor OS
Illinois
$11.1M -$3.04M -13,657 -21%
RIM
216
Rockbridge Investment Management
New York
$11.1M -$116K -522 -1%
AI
217
Atria Investments
North Carolina
$11.1M +$181K +813 +2%
MFA
218
McClarren Financial Advisors
Pennsylvania
$11M +$945K +4,249 +9%
PPWP
219
Proquility Private Wealth Partners
Nevada
$10.8M +$4.76M +21,411 +76%
FHA
220
Flagship Harbor Advisors
Massachusetts
$10.8M
NHC
221
Nicholas Hoffman & Company
Georgia
$10.8M -$360K -1,620 -3%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$10.7M +$3.97M +17,874 +57%
DC
223
DeDora Capital
California
$10.7M +$17.1K +77 +0.2%
DADC
224
D.A. Davidson & Co
Montana
$10.4M +$2.2M +9,911 +26%
MPW
225
Monterey Private Wealth
California
$10.1M -$1.34M -6,017 -12%