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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$18.5M +$12.3M +51,303 +160%
HWMG
202
Hurlow Wealth Management Group
Indiana
$18.5M +$613K +2,568 +3%
TNA
203
True North Advisors
Texas
$18.5M +$19.9M +83,262 New
BFS
204
Burrus Financial Services
Utah
$18.2M -$120K -502 -0.6%
MFGP
205
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.1M -$202K -845 -1%
ABC
206
Associated Banc-Corp
Wisconsin
$18M +$1.6M +6,693 +9%
REMPR
207
Roof Eidam Maycock Peralta (REMP)
California
$17.9M -$536K -2,244 -3%
KHC
208
Koesten Hirschmann & Crabtree
Kansas
$17.8M +$1.78M +7,435 +10%
DW30
209
Drucker Wealth 3.0
New Jersey
$17.8M +$7.89M +33,025 +70%
P
210
&Partners
Tennessee
$17.8M +$8.06M +33,764 +73%
AM
211
AGF Management
Ontario, Canada
$17.7M -$124K -520 -0.6%
WIC
212
Whitegate Investment Counselors
New Hampshire
$17.6M -$527K -2,205 -3%
SC
213
SouthState Corp
Florida
$17.6M +$16.5M +69,152 +691%
MWC
214
MBM Wealth Consultants
Missouri
$17.4M +$352K +1,472 +2%
SPIA
215
Steward Partners Investment Advisory
New York
$17.1M +$1.18M +4,956 +7%
DJSG
216
D.J. St. Germain
Massachusetts
$17.1M -$145K -609 -0.8%
CB
217
Cadence Bank
Mississippi
$17M +$483K +2,021 +3%
SF
218
Summit Financial
New Jersey
$17M +$1.56M +6,549 +9%
BP
219
BCK Partners
New York
$16.9M +$264K +1,105 +1%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$16.8M +$748K +3,132 +4%
AA
221
ALPS Advisors
Colorado
$16.8M +$217K +910 +1%
BAM
222
Berkshire Asset Management
Pennsylvania
$16.8M +$406K +1,699 +2%
OHWA
223
Oak Hill Wealth Advisors
Virginia
$16.8M +$492K +2,061 +3%
FPAS
224
Focus Partners Advisor Solutions
Missouri
$16.7M +$2.21M +9,258 +14%
DWP
225
Daymark Wealth Partners
Ohio
$16.7M +$780K +3,268 +5%