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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
201
Whitegate Investment Counselors
New Hampshire
$19.6M -$8.47M -34,422 -30%
HWMG
202
Hurlow Wealth Management Group
Indiana
$19.4M -$128K -521 -0.6%
AM
203
AGF Management
Ontario, Canada
$19.3M +$1.49M +6,055 +8%
CWP
204
Cyndeo Wealth Partners
Florida
$19M +$2.26M +9,172 +13%
IAA
205
Independent Advisor Alliance
North Carolina
$18.7M +$19.1M +77,804 New
DJSG
206
D.J. St. Germain
Massachusetts
$18.7M -$145K -590 -0.8%
BFS
207
Bradley Foster & Sargent
Connecticut
$18.6M +$530K +2,156 +3%
BAM
208
Berkshire Asset Management
Pennsylvania
$18.5M -$3.21M -13,056 -15%
MWC
209
MBM Wealth Consultants
Missouri
$18.5M +$282K +1,148 +2%
FA
210
Fiducient Advisors
Illinois
$18.3M -$2.36M -9,608 -11%
BP
211
BCK Partners
New York
$18.1M -$6.37M -25,872 -26%
AA
212
ALPS Advisors
Colorado
$18M +$18.5M +75,055 New
CB
213
Cadence Bank
Mississippi
$18M +$1.29M +5,230 +8%
ABC
214
Associated Banc-Corp
Wisconsin
$17.9M +$1.78M +7,215 +11%
AWM
215
Apollon Wealth Management
South Carolina
$17.8M +$15.5M +62,958 +574%
OHWA
216
Oak Hill Wealth Advisors
Virginia
$17.7M +$18.2M +73,867 New
WCWM
217
Wooster Corthell Wealth Management
Connecticut
$17.7M -$34.2K -139 -0.2%
WPC
218
Wedmont Private Capital
Pennsylvania
$17.7M +$3.2M +13,000 +21%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$17.5M +$858K +3,489 +5%
KHC
220
Koesten Hirschmann & Crabtree
Kansas
$17.5M +$2.26M +9,197 +14%
SPIA
221
Steward Partners Investment Advisory
New York
$17.4M +$1.29M +5,259 +8%
SIC
222
Salem Investment Counselors
North Carolina
$17.4M +$123K +501 +0.7%
DC
223
DeDora Capital
California
$17.3M +$159K +648 +0.9%
DWP
224
Daymark Wealth Partners
Ohio
$17.3M +$505K +2,052 +3%
CCM
225
Coldstream Capital Management
Washington
$17.2M -$701K -2,849 -4%