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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Crewe Advisors
Utah
$22.1M
KHC
202
Koesten Hirschmann & Crabtree
Kansas
$21.8M -$241K -942 -1%
BFG
203
Bleakley Financial Group
New Jersey
$21.6M +$351K +1,370 +2%
AC
204
AlphaCore Capital
California
$21.5M +$6.73M +26,263 +46%
FPAS
205
Focus Partners Advisor Solutions
Missouri
$21.4M -$7.2M -28,119 -25%
First Manhattan
206
First Manhattan
New York
$21.3M +$950K +3,710 +5%
BP
207
BCK Partners
New York
$21.2M -$582K -2,271 -3%
MWC
208
MBM Wealth Consultants
Missouri
$21.1M +$118K +462 +0.6%
SG
209
StoneX Group
New York
$21M +$307K +1,198 +1%
AL
210
Aspiriant LLC
California
$21M +$1.6M +6,246 +8%
Nuveen
211
Nuveen
North Carolina
$20.9M -$7.12M -27,800 -26%
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$20.7M -$1.65M -6,425 -7%
WIC
213
Whitegate Investment Counselors
New Hampshire
$20.6M +$164K +639 +0.8%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$20.6M +$1.28M +4,995 +7%
SQA
215
Simon Quick Advisors
New Jersey
$20.5M +$1.05M +4,080 +5%
TA
216
Tectonic Advisors
Texas
$20.5M +$1.25M +4,863 +7%
KBFS
217
Kohmann Bosshard Financial Services
Ohio
$20.5M -$885K -3,456 -4%
FSWA
218
Financial Synergies Wealth Advisors
Texas
$20.4M -$112K -437 -0.5%
NFW
219
Noble Family Wealth
Florida
$20.4M +$2.61M +10,177 +15%
DC
220
DeDora Capital
California
$20.3M +$602K +2,350 +3%
TCM
221
Twele Capital Management
Minnesota
$20.2M +$104K +404 +0.5%
DWP
222
Daymark Wealth Partners
Ohio
$20M +$12K +47 +0.1%
CWAG
223
Compton Wealth Advisory Group
Virginia
$19.9M -$432K -1,688 -2%
CST
224
Charles Schwab Trust
Nevada
$19.7M -$243K -950 -1%
REMPR
225
Roof Eidam Maycock Peralta (REMP)
California
$19.4M -$135K -528 -0.7%