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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
201
Focus Partners Advisor Solutions
Missouri
$16.2M +$6.32M +28,768 +63%
MWC
202
MBM Wealth Consultants
Missouri
$16M +$218K +992 +1%
WCWM
203
Wooster Corthell Wealth Management
Connecticut
$16M -$11.9K -54 -0.1%
AM
204
AGF Management
Ontario, Canada
$15.8M +$825K +3,755 +5%
BPA
205
Beacon Pointe Advisors
California
$15.8M -$1.08M -4,902 -6%
SIC
206
Salem Investment Counselors
North Carolina
$15.7M -$29K -132 -0.2%
GAM
207
Gemmer Asset Management
California
$15.7M +$145K +661 +0.9%
PCM
208
Permanent Capital Management
Illinois
$15.5M +$14.4M +65,367 New
Financial Engines Advisors
209
Financial Engines Advisors
California
$15.5M +$5.33M +24,256 +52%
AAS
210
Annex Advisory Services
Wisconsin
$15.5M -$776K -3,532 -5%
HWM
211
HB Wealth Management
Georgia
$15.3M -$802K -3,654 -5%
CWAG
212
Compton Wealth Advisory Group
Virginia
$15.3M +$276K +1,259 +2%
SA
213
SAM Advisors
California
$15.2M -$91.6K -417 -0.6%
DWP
214
Daymark Wealth Partners
Ohio
$15.2M +$2.06M +9,366 +16%
GVAG
215
Great Valley Advisor Group
Delaware
$15.1M +$43K +196 +0.3%
AFG
216
Atomi Financial Group
New York
$15M +$4.5M +20,480 +42%
BFS
217
Bradley Foster & Sargent
Connecticut
$14.9M -$1.07M -4,882 -7%
CB
218
Cadence Bank
Mississippi
$14.9M +$707K +3,220 +5%
BTWM
219
Brass Tax Wealth Management
Ohio
$14.9M +$2.05M +9,338 +16%
DC
220
DeDora Capital
California
$14.9M +$780K +3,550 +5%
G
221
GenTrust
Florida
$14.8M -$1.66M -7,572 -10%
FSC
222
Full Sail Capital
Oklahoma
$14.8M -$108K -490 -0.7%
CAM
223
Cresset Asset Management
Illinois
$14.8M +$4.09M +18,621 +38%
GT
224
Glenview Trust
Kentucky
$14.7M +$398K +1,813 +3%
CA
225
Crane Advisory
California
$14.6M +$675K +3,073 +5%