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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$17.8M +$8.84M +58,810 +62%
NNP
77
Nachman Norwood & Parrott
South Carolina
$17.6M +$1.35M +8,950 +6%
MG
78
MilWealth Group
Wisconsin
$17.5M +$3.7M +24,636 +19%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$17.4M -$1.67M -11,120 -7%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$17.1M +$785K +5,226 +4%
CAN
81
Cetera Advisor Networks
California
$16.8M +$41.9K +279 +0.2%
UCFA
82
United Capital Financial Advisors
Texas
$16.2M +$555K +3,690 +3%
MW
83
Marcum Wealth
Ohio
$16M +$19.7M +131,000 +1,733%
FFW
84
Fusion Family Wealth
New York
$15.9M +$3.02M +20,084 +17%
Nuveen
85
Nuveen
North Carolina
$15.8M +$225K +1,500 +1%
MWP
86
Moller Wealth Partners
$15.7M +$2.58M +17,152 +14%
US Bancorp
87
US Bancorp
Minnesota
$15.6M +$6.6M +43,892 +48%
JAFL
88
Jay A. Fishman Ltd
Michigan
$14.6M +$7.66M +50,958 +88%
EH
89
Equitable Holdings
New York
$14.5M +$463K +3,079 +3%
GC
90
Garde Capital
Washington
$14.5M -$1.49M -9,945 -7%
CCM
91
Carlson Capital Management
Minnesota
$14.2M -$1.67M -11,093 -9%
Fiera Capital (Canada)
92
Fiera Capital (Canada)
Quebec, Canada
$14.1M -$5.37M -35,717 -23%
SI
93
Stephens Inc
Arkansas
$14M -$7.25M -48,235 -28%
PPA
94
Parametric Portfolio Associates
Washington
$13.8M +$17.6M +116,865 +4,790%
BFPW
95
BOK Financial Private Wealth
Colorado
$13.8M -$2.76M -18,388 -13%
Comerica Bank
96
Comerica Bank
Texas
$13.4M +$797K +5,305 +5%
PAI
97
Pittenger & Anderson Inc
Nebraska
$13.3M -$440K -2,928 -2%
PW
98
Price Wealth
Texas
$13.1M +$17M +113,154 +29,163%
CWM
99
Connecticut Wealth Management
Connecticut
$13.1M +$13.3M +88,380 +353%
BOH
100
Bank of Hawaii
Hawaii
$13.1M +$1.65M +10,990 +11%