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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Burrus Financial Services
Utah
$20M +$569K +2,552 +3%
HWMG
202
Hurlow Wealth Management Group
Indiana
$19.8M +$83.2K +373 +0.4%
AC
203
Apella Capital
Connecticut
$19.7M +$4.93M +22,109 +37%
MWC
204
MBM Wealth Consultants
Missouri
$19.5M +$817K +3,660 +5%
FSWA
205
Financial Synergies Wealth Advisors
Texas
$19.2M -$544K -2,440 -3%
MFGP
206
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M -$157K -705 -0.9%
OHWA
207
Oak Hill Wealth Advisors
Virginia
$19.2M +$758K +3,399 +4%
WIC
208
Whitegate Investment Counselors
New Hampshire
$19M +$217K +972 +1%
CB
209
Cadence Bank
Mississippi
$18.9M +$661K +2,965 +4%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$18.9M -$17.7M -79,270 -50%
BP
211
BCK Partners
New York
$18.8M +$652K +2,922 +4%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$18.7M +$654K +2,933 +4%
First Manhattan
213
First Manhattan
New York
$18.5M +$2.18M +9,787 +14%
DF
214
Dunhill Financial
United Kingdom
$18.5M +$8.76M +39,269 +101%
REMPR
215
Roof Eidam Maycock Peralta (REMP)
California
$18.5M -$538K -2,411 -3%
SG
216
StoneX Group
New York
$18.4M +$613K +2,748 +4%
CWAG
217
Compton Wealth Advisory Group
Virginia
$18.3M +$990K +4,439 +6%
DWP
218
Daymark Wealth Partners
Ohio
$18.3M +$418K +1,874 +2%
CST
219
Charles Schwab Trust
Nevada
$18.3M +$3.18M +14,241 +23%
TCM
220
Twele Capital Management
Minnesota
$18.2M +$647K +2,898 +4%
CA
221
Crane Advisory
California
$18.1M -$969K -4,345 -6%
BAM
222
Berkshire Asset Management
Pennsylvania
$17.8M -$10.9K -49 -0.1%
DC
223
DeDora Capital
California
$17.8M +$520K +2,332 +3%
SIC
224
Salem Investment Counselors
North Carolina
$17.6M +$451K +2,020 +3%
FPAS
225
Focus Partners Advisor Solutions
Missouri
$17.6M -$279K -1,252 -2%