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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$13.9M -$918K -4,606 -6%
HWM
202
HB Wealth Management
Georgia
$13.5M -$64.4K -323 -0.4%
BFA
203
Brown Financial Advisory
Alabama
$13.5M +$74.3K +373 +0.5%
SI
204
Stephens Inc
Arkansas
$13.5M -$931K -4,674 -6%
NIM
205
Northeast Investment Management
Massachusetts
$13.4M +$83.9K +421 +0.6%
PW
206
Peninsula Wealth
California
$13.4M -$11K -55 -0.1%
SWP
207
Stratos Wealth Partners
Ohio
$13.2M -$58.8K -295 -0.4%
AF
208
Arrow Financial
New York
$13.1M -$727K -3,647 -5%
SIC
209
Salem Investment Counselors
North Carolina
$13.1M +$68.1K +342 +0.5%
AM
210
AGF Management
Ontario, Canada
$13M -$246K -1,236 -2%
GT
211
Glenview Trust
Kentucky
$13M +$314K +1,577 +2%
SA
212
SAM Advisors
California
$13M -$152K -763 -1%
WT
213
Whittier Trust
California
$12.7M -$78.7K -395 -0.6%
MWC
214
MBM Wealth Consultants
Missouri
$12.6M +$429K +2,151 +3%
FHA
215
Flagship Harbor Advisors
Massachusetts
$12.3M -$85.3K -428 -0.7%
TCM
216
Twele Capital Management
Minnesota
$12.2M +$455K +2,284 +4%
USCWA
217
U.S. Capital Wealth Advisors
Texas
$12M -$1.11M -5,586 -8%
GAM
218
Gemmer Asset Management
California
$12M +$282K +1,414 +2%
AI
219
Atria Investments
North Carolina
$11.9M +$1.41M +7,068 +13%
CWAG
220
Compton Wealth Advisory Group
Virginia
$11.9M +$147K +740 +1%
BA
221
Bristlecone Advisors
Washington
$11.9M +$80.1K +402 +0.6%
AIM
222
Acropolis Investment Management
Missouri
$11.8M +$66.3K +333 +0.5%
SRC
223
Sage Rhino Capital
California
$11.8M +$102K +512 +0.8%
EPM
224
Elm Partners Management
Pennsylvania
$11.8M -$2.05M -10,281 -14%
WTC
225
WhitTier Trust Company
Nevada
$11.8M +$199 +1 +0%