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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
HB Wealth Management
Georgia
$16.9M -$793K -3,685 -5%
WCWM
202
Wooster Corthell Wealth Management
Connecticut
$16.8M -$482K -2,242 -3%
BFS
203
Bradley Foster & Sargent
Connecticut
$16.8M +$1.18M +5,497 +8%
MWC
204
MBM Wealth Consultants
Missouri
$16.7M +$118K +548 +0.8%
MFG
205
Merit Financial Group
Georgia
$16.5M +$12.3M +57,019 +306%
BFA
206
Brown Financial Advisory
Alabama
$16.5M -$41.5K -193 -0.3%
MWM
207
Modera Wealth Management
New Jersey
$16.4M +$1.95M +9,051 +14%
SIC
208
Salem Investment Counselors
North Carolina
$16.4M +$381K +1,769 +3%
GAM
209
Gemmer Asset Management
California
$16.3M +$241K +1,122 +2%
AWM
210
Axxcess Wealth Management
California
$16.3M +$1.58M +7,368 +12%
Franklin Resources
211
Franklin Resources
California
$16.1M +$240K +1,117 +2%
SA
212
SAM Advisors
California
$16.1M +$59.4K +276 +0.4%
GVAG
213
Great Valley Advisor Group
Delaware
$15.8M +$188K +873 +1%
AF
214
Arrow Financial
New York
$15.8M -$74.2K -345 -0.5%
CWAG
215
Compton Wealth Advisory Group
Virginia
$15.8M +$931K +4,330 +7%
AM
216
AGF Management
Ontario, Canada
$15.7M +$482K +2,240 +3%
FSC
217
Full Sail Capital
Oklahoma
$15.6M +$149K +694 +1%
CAAS
218
Capital Asset Advisory Services
Michigan
$15.4M +$1.62M +7,546 +12%
AA
219
AJ Advisors
Tennessee
$15.2M +$664K +3,088 +5%
GT
220
Glenview Trust
Kentucky
$14.9M +$83.5K +388 +0.6%
TCM
221
Twele Capital Management
Minnesota
$14.9M -$30.1K -140 -0.2%
CB
222
Cadence Bank
Mississippi
$14.9M +$1.42M +6,592 +11%
DC
223
DeDora Capital
California
$14.8M +$2.1M +9,745 +18%
GWM
224
GDS Wealth Management
Texas
$14.6M +$363K +1,689 +3%
WTC
225
WhitTier Trust Company
Nevada
$14.6M +$564K +2,620 +4%